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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2101
Pinnacle Financial Group
Illinois
$231K -$25.8K -149 -10%
6F
2102
626 Financial
Michigan
$231K – – –
EP
2103
E6 Portfolios
Utah
$231K +$12.8K +74 +6%
AIM
2104
Axiom Investment Management
New York
$230K +$242K +1,400 New
DCBT
2105
Dakota Community Bank & Trust
North Dakota
$230K -$3.12K -18 -1%
ITIM
2106
Indiana Trust & Investment Management
Indiana
$229K – – –
DW30
2107
Drucker Wealth 3.0
New Jersey
$229K -$3.81K -22 -2%
CPW
2108
Cogent Private Wealth
Florida
$229K +$41K +237 +21%
PTP
2109
Platform Technology Partners
New York
$227K +$238K +1,377 New
FWP
2110
Firethorn Wealth Partners
Georgia
$226K -$8.31K -48 -3%
FCM
2111
Fire Capital Management
California
$226K – – –
VC
2112
Vicus Capital
Pennsylvania
$226K +$2.25K +13 +1%
PGWM
2113
Pitti Group Wealth Management
New York
$226K +$173 +1 +0.1%
W
2114
Wealthquest
Ohio
$225K +$37.7K +218 +19%
SPWM
2115
Spartan Planning & Wealth Management
North Carolina
$225K -$252K -1,453 -51%
LWA
2116
Legacy Wealth Advisors
Florida
$225K +$236K +1,365 New
WPA
2117
West Paces Advisors
Georgia
$224K -$3.46K -20 -1%
HIM
2118
Hanlon Investment Management
New Jersey
$224K +$236K +1,361 New
AWP
2119
Axis Wealth Partners
Rhode Island
$224K +$6.41K +37 +3%
SCM
2120
Silvant Capital Management
Georgia
$223K – – –
SIS
2121
Sound Income Strategies
Florida
$223K -$17.5K -101 -7%
AWM
2122
Act Wealth Management
Texas
$222K -$10.7K -62 -4%
CNBTD
2123
Citizens National Bank Trust Department
Mississippi
$222K +$60.6K +350 +35%
CCWM
2124
Cassaday & Co Wealth Management
Virginia
$222K -$51.6K -298 -18%
PSB
2125
Piscataqua Savings Bank
New Hampshire
$221K – – –
83 84
85
86 87