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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BM
2376
Berman McAleer
Maryland
$212K +$200K +1,012 New
V
2377
VeraBank
Texas
$212K +$200K +1,012 New
GWM
2378
Greenline Wealth Management
Florida
$211K +$200K +1,012 New
PAG
2379
Paladin Advisory Group
Iowa
$211K – – –
BCB
2380
Brian C. Broderick
$211K +$200K +1,011 New
BC
2381
Brio Consultants
California
$211K -$30.7K -155 -13%
AGA
2382
Accuvest Global Advisors
Utah
$211K +$200K +1,010 New
CA
2383
Carson Advisory
Georgia
$211K +$200K +1,008 New
RB
2384
Rodgers Brothers
Pennsylvania
$210K +$199K +1,006 New
SFSG
2385
Sound Financial Strategies Group
Mississippi
$210K +$199K +1,006 New
GGS
2386
Galvin Gaustad & Stein
Arizona
$210K +$199K +1,003 New
NA
2387
Nestegg Advisors
New York
$210K +$198K +1,002 New
BFWA
2388
Benchmark Financial Wealth Advisors
Florida
$210K +$198K +1,002 New
CB
2389
Centennial Bank
Arkansas
$209K – – –
MMG
2390
Monetary Management Group
Missouri
$209K – – –
AA
2391
AF Advisors
California
$209K +$198K +1,000 New
HIM
2392
Harbour Investment Management
Washington
$209K +$198K +1,000 New
PL
2393
Parthenon LLC
Kentucky
$209K +$198K +1,000 New
PWM
2394
Pathway Wealth Management
Texas
$209K +$198K +1,000 New
RIM
2395
RW Investment Management
Idaho
$209K +$198K +1,000 New
MC
2396
Matters Capital
Florida
$209K +$198K +998 New
TAM
2397
Trillium Asset Management
Massachusetts
$208K -$51.5K -260 -21%
CAM
2398
Clark Asset Management
New Hampshire
$208K +$197K +996 New
CWA
2399
Centennial Wealth Advisory
Michigan
$208K +$197K +995 New
PA
2400
PSI Advisors
Florida
$208K +$197K +994 New
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96
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