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Congress
Jared Moskowitz
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Merrill CMA Account ⇒ Cash Accounts [BA] | $1M – $5M |
| Morgan Stanley Active Assets (7) ⇒ Cash Account [BA] | $1M – $5M |
| Marcus Savings Account [BA] | $500K – $1M |
| Goldman Sachs Savings Account [BA] | $250K – $500K |
| MOD LLC [OL] | $250K – $500K |
| Morgan Stanley Active Assets (2) ⇒ Amazon.com, Inc. (AMZN) [ST] | $250K – $500K |
| Morgan Stanley Active Assets (3) ⇒ Cash Account [BA] | $250K – $500K |
| Merrill CMA Account ⇒ CDs [BA] | $100K – $250K |
| Merrill CMA Account ⇒ US Treasury STRIP [OT] | $100K – $250K |
| Morgan Stanley Active Assets (4) ⇒ Cash Account [BA] | $100K – $250K |
| MainStay Growth Allocation Class A [MF] | $50K – $100K |
| Mass Mutual Whole Life Insurance [WU] | $50K – $100K |
| Mass Mutual Whole Life Insurance [WU] | $50K – $100K |
| Ashbritt Inc. 401k ⇒ American Funds Fundamental Investors® Class R-2 [MF] | $50K – $100K |
| Ashbritt Inc. 401k ⇒ American Funds The Growth Fund of America® Class R-2 [MF] | $50K – $100K |
| Ashbritt Inc. 401k ⇒ Invesco American Franchise Fund Class R [MF] | $50K – $100K |
| John Hancock Freedom 529 Plan ⇒ BLUE CHIP GROWTH PORTFOLIO A [MF] | $50K – $100K |
| Morgan Stanley Active Assets (2) ⇒ Apple Inc. (AAPL) [ST] | $50K – $100K |
| Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) [ST] | $50K – $100K |
| Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $50K – $100K |
| Morgan Stanley Active Assets (2) ⇒ Microsoft Corporation (MSFT) [ST] | $50K – $100K |
| Morgan Stanley Active Assets (8) ⇒ Cash Account [BA] | $50K – $100K |
| Betterment SEP IRA (SP) ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) [EF] | $50K – $100K |
| MainStay MacKay High Yield Corporate Bond Fund Class A [MF] | $15K – $50K |
| Stationhead, Inc. [PS] | $15K – $50K |
| Ashbritt Inc. 401k ⇒ American Funds 2055 Target Date Retirement Fund® Class R-2 (RBMTX) [MF] | $15K – $50K |
| Ashbritt Inc. 401k ⇒ American Funds American High-Income Trust® Class R-2 (RITBX) [MF] | $15K – $50K |
| Ashbritt Inc. 401k ⇒ Putnam Small Cap Growth Fund Class R (PSGRX) [MF] | $15K – $50K |
| John Hancock Freedom 529 Plan ⇒ MID-CAP VALUE PORTFOLIO A [MF] | $15K – $50K |
| John Hancock Freedom 529 Plan ⇒ NEW HORIZONS PORTFOLIO A [MF] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ American Express Company Common Stock (AXP) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Amgen Inc. (AMGN) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Apple Inc. (AAPL) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Caterpillar, Inc. (CAT) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Cummins Inc. Common Stock (CMI) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Ferrari N.V. Common Shares (RACE) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Illinois Tool Works Inc. (ITW) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Johnson & Johnson (JNJ) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Lockheed Martin Corporation (LMT) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ McDonald's Corporation (MCD) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ McKesson Corporation Common Stock (MCK) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Meta Platforms, Inc. - Class A (META) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Microsoft Corporation (MSFT) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ QUALCOMM Incorporated (QCOM) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ S&P Global Inc. (SPGI) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Southern Company (SO) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Stryker Corporation (SYK) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ T-Mobile US, Inc. (TMUS) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Tesla, Inc. (TSLA) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ TJX Companies, Inc. (TJX) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Uber Technologies, Inc. (UBER) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Visa Inc. (V) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ Walmart Inc. (WMT) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (2) ⇒ Amgen Inc. (AMGN) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (2) ⇒ Cash Account [BA] | $15K – $50K |
| Morgan Stanley Active Assets (2) ⇒ Home Depot, Inc. (HD) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (2) ⇒ Johnson & Johnson (JNJ) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (2) ⇒ MIAMI-DADE CNTY FL AVIATION REV REF-B [GS] | $15K – $50K |
| Morgan Stanley Active Assets (2) ⇒ | $15K – $50K |
| Morgan Stanley Active Assets (5) ⇒ Apple Inc. (AAPL) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (5) ⇒ Microsoft Corporation (MSFT) [ST] | $15K – $50K |
| Stash UTMA (DC 1) ⇒ Apple Inc. (AAPL) [ST] | $15K – $50K |
| Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 TROWE PRICE EQ INC A (NTREA) [MF] | $15K – $50K |
| Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 TROWE PRICE EQ INC C (NTEIC) [MF] | $15K – $50K |
| StartEngine Investment Account ⇒ AEXLAB [PS] | $15K – $50K |
| Stash (1) ⇒ Vanguard Total Stock Market [EF] | $15K – $50K |
| Stash IRA ⇒ Apple Inc. (AAPL) [ST] | $15K – $50K |
| Stash UTMA (DC 2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Stash UTMA (DC 2) ⇒ Apple Inc. (AAPL) [ST] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ SPDR Gold Shares (GLD) [EF] | $15K – $50K |
| Betterment SEP IRA (SP) ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $15K – $50K |
| Betterment SEP IRA (SP) ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF] | $15K – $50K |
| Betterment SEP IRA ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) [EF] | $15K – $50K |
| Betterment SEP IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $15K – $50K |
| Morgan Stanley Active Assets (6) ⇒ State Street Energy Select Sector SPDR ETF (XLE) [EF] | $15K – $50K |
| Morgan Stanley Active Assets (1) ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) [EF] | $15K – $50K |
| Bank of America Accounts [BA] | $1K – $15K |
| Emergency Ventures, Inc. [OP] | $1K – $15K |
| Merit International [OP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Colorado (1) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Colorado (2) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Florida [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Georgia (1) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Georgia (2) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in North Carolina (1) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in North Carolina (2) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in North Carolina (3) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in North Carolina (4) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Texas [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Texas (1) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Texas (2) [RP] | $1K – $15K |
| Adler Real Estate Fund V LP ⇒ Commercial property located in Virginia [RP] | $1K – $15K |
| Ashbritt Inc. 401k ⇒ American Funds Investment Company of America® Class R-2 (RICBX) [MF] | $1K – $15K |
| Betterment SEP IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF] | $1K – $15K |
| Betterment SEP IRA ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF] | $1K – $15K |
| Betterment SEP IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ FIDELITY GOVERNMENT MONEY MARKET (SPAXX) [BA] | $1K – $15K |
| Betterment SEP IRA ⇒ SPDR Portfolio S&P 600 Small Cap ETF (SPSM) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares A.I. Innovation and Tech Active ETF (BAI) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares Core S&P 500 ETF [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares Core Total USD Bond Market ETF [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares International Aggregate Bond Fund (IAGG) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares MSCI EAFE Value ETF [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares S&P 100 Fund (OEF) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares U.S. Thematic Rotation Active ETF (THRO) [EF] | $1K – $15K |
| John Hancock Freedom 529 Plan ⇒ INTERNATIONAL VALUE PORTFOLIO A [MF] | $1K – $15K |
| John Hancock Freedom 529 Plan ⇒ SMALL-CAP STOCK PORTFOLIO A [MF] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Brown & Brown, Inc. (BRO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Cash Account [BA] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Chubb Limited (CB) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Honeywell International Inc. (HON) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Lumen Technologies, Inc. Common Stock (LUMN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Roper Technologies, Inc. (ROP) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) [EF] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ STERIS plc (STE) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ The Cigna Group Common Stock (CI) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (1) ⇒ Waste Management, Inc. (WM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (2) ⇒ Porsche Automobil Holding SE Stuttgart Pref No VTG RTS (POAHF) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (2) ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (2) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ American Express Company Common Stock (AXP) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Amgen Inc. (AMGN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Automatic Data Processing, Inc. (ADP) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Brown & Brown, Inc. (BRO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Cash Account [BA] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Caterpillar, Inc. (CAT) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Chubb Limited (CB) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Costco Wholesale Corporation (COST) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Cummins Inc. Common Stock (CMI) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Honeywell International Inc. (HON) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Illinois Tool Works Inc. (ITW) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Johnson & Johnson (JNJ) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Lockheed Martin Corporation (LMT) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Mastercard Incorporated (MA) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ McDonald's Corporation (MCD) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ McKesson Corporation Common Stock (MCK) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ NextEra Energy, Inc. (NEE) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ QUALCOMM Incorporated (QCOM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Roper Technologies, Inc. (ROP) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ RPM International Inc. (RPM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ S&P Global Inc. (SPGI) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Sherwin-Williams Company (SHW) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Snap-On Incorporated Common Stock (SNA) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Southern Company (SO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) [EF] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Stryker Corporation Common Stock (SYK) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ T-Mobile US, Inc. (TMUS) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ The Cigna Group Common Stock (CI) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Walmart Inc. (WMT) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ Waste Management, Inc. (WM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ American Express Company Common Stock (AXP) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Amgen Inc. (AMGN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Apple Inc. (AAPL) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Automatic Data Processing, Inc. (ADP) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Brown & Brown, Inc. (BRO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Caterpillar, Inc. (CAT) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Chubb Limited (CB) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Cummins Inc. Common Stock (CMI) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Honeywell International Inc. (HON) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Illinois Tool Works Inc. (ITW) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Johnson & Johnson (JNJ) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Lockheed Martin Corporation (LMT) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ McKesson Corporation Common Stock (MCK) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Microsoft Corporation (MSFT) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ NextEra Energy, Inc. (NEE) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Roper Technologies, Inc. (ROP) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ S&P Global Inc. (SPGI) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Southern Company (SO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) [EF] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Stryker Corporation Common Stock (SYK) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ T-Mobile US, Inc. (TMUS) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Walmart Inc. (WMT) [ST] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ Waste Management, Inc. (WM) [ST] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BLACKROCK EMRG MKT A (LBKCZ) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BLACKROCK EMRG MKT C (MTDBZ) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BR MID CAP GRTH EQ A (DRBCZ) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BR MID CAP GRTH EQ C ( (DBRBZ) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 BD IL DFA RL EST SEC A (UBAFZ) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 BD IL DFA RL EST SEC C (UTDFZ) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DELAWARE SM CAP CORE A (NBDCA) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DELAWARE SM CAP CORE C (NBDCC) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DFA INTL SMALL CO A (DFNSG) [MF] | $1K – $15K |
| Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DFA INTL SMALL CO C (UBNSG) [MF] | $1K – $15K |
| Schwab Contributory IRA ⇒ Cash Account [BA] | $1K – $15K |
| Schwab Contributory IRA ⇒ | $1K – $15K |
| Schwab Contributory IRA ⇒ Schwab Fundamental International Equity ETF (FNDF) [EF] | $1K – $15K |
| Schwab Contributory IRA ⇒ Schwab Fundamental US Large Company Index ETF (FNDX) [EF] | $1K – $15K |
| Schwab Contributory IRA ⇒ Schwab Fundamental US Small Company Index ETF (FNDA) [EF] | $1K – $15K |
| Schwab Contributory IRA ⇒ Schwab Mortgage-Backed Securities ETF (SMBS) [EF] | $1K – $15K |
| Schwab Contributory IRA ⇒ Schwab U.S. Small-Cap ETF (SCHA) [EF] | $1K – $15K |
| Schwab Contributory IRA ⇒ Vanguard Mortgage Backed Security (VMBS) [EF] | $1K – $15K |
| StartEngine Investment Account ⇒ StartEngine [PS] | $1K – $15K |
| Stash (1) ⇒ iShares Core MSCI EAFE [EF] | $1K – $15K |
| Stash (1) ⇒ iShares Core Total USD Bond Market ETF (IUSB) [EF] | $1K – $15K |
| Stash (1) ⇒ iShares Treasury Floating Rate Bond ETF (TFLO) [EF] | $1K – $15K |
| Stash (1) ⇒ Vanguard FTSE Emerging Markets [EF] | $1K – $15K |
| Stash (2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1K – $15K |
| Stash (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $1K – $15K |
| Stash (2) ⇒ Global X Guru Index ETF (GURU) [EF] | $1K – $15K |
| Stash (2) ⇒ iShares Treasury Floating Rate Bond ETF (TFLO) [EF] | $1K – $15K |
| Stash (2) ⇒ iShares US Aerospace & Defense [EF] | $1K – $15K |
| Stash (2) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| Stash (2) ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF] | $1K – $15K |
| Stash (2) ⇒ Vanguard Mega Cap ETF (MGC) [EF] | $1K – $15K |
| Stash (2) ⇒ Vanguard Scottsdale Intermediate Term Treasury (VGIT) [EF] | $1K – $15K |
| Stash (2) ⇒ Vanguard Sector Index Information Technology [EF] | $1K – $15K |
| Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1K – $15K |
| Stash IRA ⇒ iShares Core High Dividend ETF (HDV) [EF] | $1K – $15K |
| Stash UTMA (DC 1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1K – $15K |
| Stash UTMA (DC 1) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1K – $15K |
| Stash UTMA (DC 1) ⇒ iShares Core Aggressive Allocation Fund (AOA) [EF] | $1K – $15K |
| Stash UTMA (DC 1) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| Stash UTMA (DC 1) ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | $1K – $15K |
| Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1K – $15K |
| Stash UTMA (DC 2) ⇒ iShares Core Aggressive Allocation Fund (AOA) [EF] | $1K – $15K |
| Stash UTMA (DC 2) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| Stash UTMA (DC 2) ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | $1K – $15K |
| STIFEL Brokerage ⇒ Walt Disney Company (DIS) [ST] . | $1K – $15K |
| Betterment SEP IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | $1K – $15K |
| Morgan Stanley Active Assets (6) ⇒ SPDR Gold Shares (GLD) [EF] | $1K – $15K |
| Morgan Stanley Active Assets (5) ⇒ SPDR Gold Shares (GLD) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares Gold Trust Shares (IAU) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares U.S. Aerospace & Defense ETF (ITA) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares S&P 500 Growth ETF (IVW) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares MSCI USA Momentum Factor (MTUM) [EF] | $1K – $15K |
| Stash (2) ⇒ Schwab US Dividend Equity ETF (SCHD) [EF] | $1K – $15K |
| Schwab Contributory IRA ⇒ Schwab US Large-Cap ETF (SCHX) [EF] | $1K – $15K |
| Betterment SEP IRA (SP) ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $1K – $15K |
| Betterment SEP IRA (SP) ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $1K – $15K |
| Betterment SEP IRA (SP) ⇒ SPDR Portfolio S&P 600 Small Cap ETF (SPSM) [EF] | $1K – $15K |
| Betterment SEP IRA (SP) ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF] | $1K – $15K |
| Betterment SEP IRA (SP) ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | $1K – $15K |
| Betterment SEP IRA (SP) ⇒ iShares 0-5 Year TIPS Bond ETF (STIP) [EF] | $1K – $15K |
| Eagle Strategies Investment Account ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) [EF] | $1K – $15K |
| Betterment SEP IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $1K – $15K |
| Florida Retirement System [PE] | Not specified |
| Marcus CD [BA] | Not specified |
| Eagle Strategies Investment Account ⇒ iShares MSCI EAFE Growth ETF [EF] | Not specified |
| Eagle Strategies Investment Account ⇒ iShares U.S. Technology ETF (IYW) [EF] | Not specified |
| Morgan Stanley Active Assets (1) ⇒ Abbott Laboratories (ABT) [ST] | Not specified |
| Automatic Data Processing, Inc. (ADP) [ST] | Not specified |
| Morgan Stanley Active Assets (1) ⇒ Carrier Global Corporation (CARR) [ST] | Not specified |
| Morgan Stanley Active Assets (1) ⇒ Lincoln Electric Holdings, Inc. - Common Shares (LECO) [ST] | Not specified |
| Morgan Stanley Active Assets (1) ⇒ Pepsico, Inc. (PEP) [ST] | Not specified |
| Morgan Stanley Active Assets (1) ⇒ Salesforce, Inc. (CRM) [ST] | Not specified |
| Morgan Stanley Active Assets (1) ⇒ Starbucks Corporation (SBUX) [ST] | Not specified |
| Morgan Stanley Active Assets (1) ⇒ Texas Instruments Incorporated (TXN) [ST] | Not specified |
| Morgan Stanley Active Assets (1) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not specified |
| Morgan Stanley Active Assets (2) ⇒ Wstrn Alliance PHOENIX AZ CD [BA] | Not specified |
| Morgan Stanley Active Assets (3) ⇒ Charles Schwab Westlake TX CD [BA] | Not specified |
| Morgan Stanley Active Assets (4) ⇒ Charles Schwab Westlake TX CD [BA] | Not specified |
| Morgan Stanley Active Assets (5) ⇒ Carrier Global Corporation (CARR) [ST] | Not specified |
| Morgan Stanley Active Assets (5) ⇒ Pepsico, Inc. (PEP) [ST] | Not specified |
| Morgan Stanley Active Assets (5) ⇒ Starbucks Corporation (SBUX) [ST] | Not specified |
| Morgan Stanley Active Assets (5) ⇒ Texas Instruments Incorporated (TXN) [ST] | Not specified |
| Morgan Stanley Active Assets (6) ⇒ Carrier Global Corporation (CARR) [ST] | Not specified |
| Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST] | Not specified |
| Morgan Stanley Active Assets (6) ⇒ Starbucks Corporation (SBUX) [ST] | Not specified |
| Morgan Stanley Active Assets (6) ⇒ Texas Instruments Incorporated (TXN) [ST] | Not specified |
| Morgan Stanley Active Assets (7) ⇒ Charles Schwab Westlake TX CD [BA] | Not specified |
| Eagle Strategies Investment Account ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) [EF] | Not specified |