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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
1301
Pinnacle Financial Partners (Tennessee)
Tennessee
$313K +$48K +600 +22%
OL
1302
OneFund LLC
Florida
$312K +$267K +3,341 New
JAG
1303
Journey Advisory Group
Kentucky
$311K +$80 +1 +0%
CIC
1304
Crawford Investment Counsel
Georgia
$311K +$5.6K +70 +2%
RMAM
1305
Raab & Moskowitz Asset Management
New Jersey
$310K -$4K -50 -1%
FAFN
1306
First Affirmative Financial Network
Colorado
$310K -$3.12K -39 -1%
FA
1307
Fiducient Advisors
Illinois
$310K -$1.2K -15 -0.4%
GFG
1308
Goldstone Financial Group
Illinois
$308K +$15.8K +198 +6%
JWM
1309
JGP Wealth Management
Oregon
$307K +$1.36K +17 +0.5%
RIM
1310
Redwood Investment Management
Arizona
$306K +$262K +3,279 New
DFG
1311
Delta Financial Group
New Jersey
$303K -$8K -100 -3%
GPA
1312
Guerra Pan Advisors
New Jersey
$302K – – –
MWPCG
1313
Measured Wealth Private Client Group
New Hampshire
$301K -$28.2K -352 -10%
PCMC
1314
Private Capital Management (Colorado)
Colorado
$296K +$11.8K +148 +5%
MIS
1315
Morningstar Investment Services
Illinois
$296K +$253K +3,161 New
RIA
1316
Richwood Investment Advisors
Ohio
$295K -$10.4K -130 -4%
OA
1317
Oracle Alpha
Ontario, Canada
$294K +$252K +3,148 New
PI
1318
PineBridge Investments
New York
$292K +$9.92K +124 +4%
WA
1319
Waddell & Associates
Tennessee
$292K -$100K -1,250 -29%
RIM
1320
Rakuten Investment Management
Japan
$291K +$249K +3,110 New
SCM
1321
SOL Capital Management
Maryland
$291K – – –
LIG
1322
Lokken Investment Group
Delaware
$290K -$450K -5,626 -64%
TC
1323
Trilogy Capital
California
$290K +$8K +100 +3%
FIB
1324
First Interstate Bank
Montana
$289K -$164K -2,050 -40%
HAS
1325
HBW Advisory Services
California
$289K -$151K -1,890 -38%
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