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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1576
Regent Peak Wealth Advisors
Georgia
– -$55K -805 Closed
SFG
1577
Sowa Financial Group
Rhode Island
– -$54K -794 Closed
OPW
1578
Oxler Private Wealth
New York
– -$52K -769 Closed
D
1579
Diversified
Delaware
– -$35K -716 Closed
CAAS
1580
Capital Asset Advisory Services
Michigan
– -$36K -522 Closed
MIM
1581
Meridiem Investment Management
United Kingdom
– -$34K -500 Closed
BWM
1582
Birchcreek Wealth Management
Ohio
– -$30K -450 Closed
FPFS
1583
First Personal Financial Services
North Carolina
– -$20K -290 Closed
MCM
1584
McMillion Capital Management
North Carolina
– -$10K -150 Closed
OIM
1585
Oder Investment Management
California
– -$9K -137 Closed
BIP
1586
Bouvel Investment Partners
Pennsylvania
– -$8K -116 Closed
FM
1587
Family Management
New York
– -$6K -88 Closed
CL
1588
COWA LLC
Oklahoma
– -$5K -64 Closed
TF
1589
Tompkins Financial
New York
– -$4K -62 Closed
SIAG
1590
Safeguard Investment Advisory Group
California
– -$2K -32 Closed
BSSFA
1591
Baron Silver Stevens Financial Advisors
Florida
– -$1K -28 Closed
TI
1592
tru Independence
Oregon
– -$2 -23 Closed
IA
1593
Inspire Advisors
Idaho
– -$1K -19 Closed
DOA
1594
D'Orazio & Associates
Virginia
– -$1K -15 Closed
FWM
1595
ForthRight Wealth Management
Georgia
– -$1K -15 Closed
MWM
1596
Mascoma Wealth Management
New Hampshire
– +$77 +1 New
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