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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
2401
Rodgers Brothers
Pennsylvania
$210K +$199K +1,006 New
SFSG
2402
Sound Financial Strategies Group
Mississippi
$210K +$199K +1,006 New
GGS
2403
Galvin Gaustad & Stein
Arizona
$210K +$199K +1,003 New
NA
2404
Nestegg Advisors
New York
$210K +$198K +1,002 New
BFWA
2405
Benchmark Financial Wealth Advisors
Florida
$210K +$198K +1,002 New
CB
2406
Centennial Bank
Arkansas
$209K – – –
MMG
2407
Monetary Management Group
Missouri
$209K – – –
AA
2408
AF Advisors
California
$209K +$198K +1,000 New
HIM
2409
Harbour Investment Management
Washington
$209K +$198K +1,000 New
PL
2410
Parthenon LLC
Kentucky
$209K +$198K +1,000 New
PWM
2411
Pathway Wealth Management
Texas
$209K +$198K +1,000 New
RIM
2412
RW Investment Management
Idaho
$209K +$198K +1,000 New
MC
2413
Matters Capital
Florida
$209K +$198K +998 New
TAM
2414
Trillium Asset Management
Massachusetts
$208K -$51.5K -260 -21%
CAM
2415
Clark Asset Management
New Hampshire
$208K +$197K +996 New
CWA
2416
Centennial Wealth Advisory
Michigan
$208K +$197K +995 New
PA
2417
PSI Advisors
Florida
$208K +$197K +994 New
TW
2418
Traveka Wealth
California
$208K +$197K +994 New
IWN
2419
Independent Wealth Network
Iowa
$208K +$197K +994 New
MQWP
2420
Morey & Quinn Wealth Partners
Nebraska
$208K +$197K +993 New
SFGP
2421
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$208K +$197K +993 New
FPI
2422
Financial Plan Inc
Washington
$207K +$196K +992 New
TFA
2423
Teamwork Financial Advisors
Texas
$207K +$196K +992 New
CSI
2424
Cross Staff Investments
New York
$207K +$196K +991 New
SWA
2425
Strategic Wealth Advisors
Arizona
$207K +$39.6K +200 +21%
95 96
97
98 99