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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2051
Almanack Investment Partners
Pennsylvania
$355K +$336K +1,696 New
CFD
2052
Creative Financial Designs
Indiana
$353K +$147K +743 +79%
TAFW
2053
Tred Avon Family Wealth
Maryland
$352K -$11.1K -56 -3%
RA
2054
Riversedge Advisors
Delaware
$352K +$333K +1,682 New
DW30
2055
Drucker Wealth 3.0
New Jersey
$351K +$57.6K +291 +21%
PCH
2056
PGIM Custom Harvest
New Jersey
$351K +$27.3K +138 +9%
HCM
2057
Highview Capital Management
Illinois
$345K +$327K +1,649 New
AIM
2058
Athena Investment Management
California
$344K -$30.9K -156 -9%
DM
2059
Diversified Management
Wisconsin
$343K +$38.4K +194 +13%
AAG
2060
Armstrong Advisory Group
Massachusetts
$343K – – –
BSSFA
2061
Baron Silver Stevens Financial Advisors
Florida
$342K +$26.3K +133 +9%
NI
2062
Natural Investments
California
$341K +$6.93K +35 +2%
GGI
2063
Godsey & Gibb Inc
Virginia
$340K – – –
AI
2064
Auour Investments
Massachusetts
$337K -$8.71K -44 -3%
NCM
2065
Novare Capital Management
North Carolina
$337K +$17.2K +87 +6%
RPSA
2066
Richard P. Slaughter Associates
Texas
$336K – – –
SR
2067
Swiss Re
Switzerland
$336K +$273K +1,379 +600%
AIM
2068
Axiom Investment Management
New York
$336K +$41.2K +208 +15%
TC
2069
Tannin Capital
North Carolina
$336K +$17.4K +88 +6%
LWA
2070
Legacy Wealth Advisors
Florida
$336K +$47.7K +241 +18%
EBSAM
2071
Eubel Brady & Suttman Asset Management
Ohio
$335K – – –
GPFA
2072
Game Plan Financial Advisors
Ohio
$334K – – –
MFS
2073
McNamara Financial Services
Massachusetts
$334K – – –
PGFG
2074
Pine Grove Financial Group
Minnesota
$334K +$31.5K +159 +11%
1IA
2075
1834 Investment Advisors
Wisconsin
$334K – – –
81 82
83
84 85