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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
651
First Quadrant
California
$49K – – –
WCM
652
Wealthcare Capital Management
Virginia
$48K – – –
QCG
653
Quadrant Capital Group
Ohio
$48K +$21.9K +837 +60%
MMG
654
Monetary Management Group
Missouri
$45K -$19.6K -750 -30%
FPFS
655
First Personal Financial Services
North Carolina
$45K +$32.6K +1,248 +250%
KA
656
Klingman & Associates
New York
$44K – – –
RWG
657
Regal Wealth Group
California
$41K – – –
BBPWM
658
Blue Bell Private Wealth Management
Pennsylvania
$35K – – –
CA
659
Commerzbank Aktiengesellschaft
Germany
$34.9K +$7.71M +294,902 +28%
AA
660
Apriem Advisors
California
$34K – – –
GXMC
661
Global X Management Company
New York
$32K +$21.2K +809 +198%
LWCFA
662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K – – –
WA
663
WealthTrust-Arizona
Arizona
$31K – – –
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$30.7K -$8K -306 -21%
SNT
665
Security National Trust
West Virginia
$29K -$2.35K -90 -8%
TCM
666
Tradewinds Capital Management
Washington
$29K -$1.36K -52 -5%
KF
667
Krilogy Financial
Missouri
$29K – – –
CFA
668
Carroll Financial Associates
North Carolina
$28K -$262 -10 -0.9%
CAL
669
Capital Advisors Ltd
Ohio
$28K – – –
EP
670
Edinburgh Partners
United Kingdom
$28K – – –
PMFA
671
Plante Moran Financial Advisors
Michigan
$28K +$13.6K +520 +96%
ACS
672
Archford Capital Strategies
Illinois
$27K +$27.6K +1,054 New
CBT
673
Central Bank & Trust
Kentucky
$26K -$203K -7,781 -89%
VNA
674
Valley National Advisers
Pennsylvania
$26K – – –
TDC
675
Thompson Davis & Co
Virginia
$25K -$5.88K -225 -19%
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