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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1851
Pekin Hardy Strauss
Illinois
$230K +$201K +1,635 New
YDMI
1852
Y.D. More Investments
Israel
$230K -$62.5K -509 -24%
CG
1853
CFO4Life Group
Texas
$230K +$200K +1,630 New
BWCS
1854
Beirne Wealth Consulting Services
Connecticut
$228K +$199K +1,619 New
WIM
1855
Warwick Investment Management
Texas
$228K +$199K +1,617 New
SAM
1856
Secure Asset Management
Michigan
$227K -$14.5K -118 -7%
BFO
1857
Biltmore Family Office
North Carolina
$227K +$198K +1,609 New
EFG
1858
Ethos Financial Group
Pennsylvania
$226K -$36.4K -296 -16%
BSG
1859
Black Swift Group
Colorado
$226K +$197K +1,607 New
CW
1860
Channel Wealth
California
$226K +$197K +1,607 New
KMWM
1861
Keudell/Morrison Wealth Management
Oregon
$226K +$197K +1,606 New
MTWM
1862
Masso Torrence Wealth Management
New Jersey
$226K +$197K +1,601 New
CC
1863
Constitution Capital
Connecticut
$225K -$307K -2,500 -61%
GPFA
1864
Game Plan Financial Advisors
Ohio
$225K – – –
MFS
1865
McNamara Financial Services
Massachusetts
$225K +$197K +1,600 New
OCM
1866
Objective Capital Management
Ohio
$225K +$197K +1,600 New
KFGK
1867
Keystone Financial Group (Kentucky)
Kentucky
$225K +$196K +1,597 New
EBSAM
1868
Eubel Brady & Suttman Asset Management
Ohio
$225K +$196K +1,597 New
WCFA
1869
Walkner Condon Financial Advisors
Wisconsin
$225K +$196K +1,596 New
FCA
1870
FLC Capital Advisors
California
$225K +$196K +1,595 New
RA
1871
Ransom Advisory
Rhode Island
$225K – – –
FIC
1872
FCG Investment Company
Tennessee
$225K +$196K +1,594 New
MAM
1873
MWA Asset Management
Massachusetts
$224K +$195K +1,591 New
CIM
1874
Cambria Investment Management
California
$223K +$194K +1,581 New
YWM
1875
Yardley Wealth Management
Pennsylvania
$222K +$194K +1,576 New
73 74
75
76 77