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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
601
Jaffetilchin Investment Partners
Florida
$961K +$672K +13,280 +263%
FNFDCM
602
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$945K +$50.6K +1,000 +6%
IA
603
IndexIQ Advisors
New York
$942K +$907K +17,945 New
WC
604
Whitnell & Co
Illinois
$939K – – –
FRM
605
Fox Run Management
Connecticut
$939K +$541K +10,705 +149%
TAM
606
Tiverton Asset Management
Delaware
$938K +$905K +17,886 New
WPC
607
White Pine Capital
Minnesota
$937K -$2.53K -50 -0.3%
FWCM
608
Ferguson Wellman Capital Management
Oregon
$930K – – –
SM
609
Salzhauer Michael
$886K – – –
TAM
610
Tocqueville Asset Management
New York
$880K +$600K +11,871 +242%
HAG
611
HighPoint Advisor Group
Illinois
$866K -$4K -79 -0.5%
OSAM
612
O'Shaughnessy Asset Management
Connecticut
$862K -$9.56K -189 -1%
WB
613
WesBanco Bank
West Virginia
$860K -$4.98M -98,441 -86%
BIM
614
Beach Investment Management
Pennsylvania
$845K – – –
LOAME
615
Lombard Odier Asset Management (Europe)
United Kingdom
$832K -$66.7K -1,318 -8%
AP
616
Appleton Partners
Massachusetts
$828K +$149K +2,945 +23%
BOH
617
Bank of Hawaii
Hawaii
$825K -$114K -2,260 -13%
SIC
618
Salem Investment Counselors
North Carolina
$825K +$116K +2,290 +17%
IFWM
619
Institute for Wealth Management
Colorado
$824K -$47.7K -943 -6%
AFNAS
620
American Financial Network Advisory Services
California
$822K -$43.8K -867 -5%
DPIM
621
Duff & Phelps Investment Management
Illinois
$816K -$19.2K -380 -2%
TCOT
622
Trust Company of Toledo
Ohio
$813K – – –
KWA
623
KCS Wealth Advisory
California
$812K +$782K +15,468 New
DCM
624
Dynamic Capital Management
Jersey
$809K +$503K +9,942 +182%
IA
625
IFP Advisors
Florida
$802K -$313K -6,180 -29%
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