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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
3C
676
361 Capital
Colorado
$78K +$72.4K +2,428 New
IWMPD
677
Integrated Wealth Management (Palm Desert)
California
$75K -$4.68K -157 -6%
WA
678
WFG Advisors
Texas
$70K -$11.7K -392 -15%
PWM
679
Perigon Wealth Management
California
$66K – – –
ASN
680
Advisory Services Network
Georgia
$64K -$23.7K -795 -29%
QCG
681
Quadrant Capital Group
Ohio
$64K +$3.43K +115 +5%
WCM
682
Wealthcare Capital Management
Virginia
$59K – – –
FPFS
683
First Personal Financial Services
North Carolina
$56K -$298 -10 -0.6%
MMG
684
Monetary Management Group
Missouri
$56K – – –
KA
685
Klingman & Associates
New York
$54K – – –
ZB
686
Zions Bancorporation
Utah
$52K -$20.5K -688 -29%
RWG
687
Regal Wealth Group
California
$50K – – –
CAL
688
Capital Advisors Ltd
Ohio
$44K +$8.95K +300 +28%
BBPWM
689
Blue Bell Private Wealth Management
Pennsylvania
$43K – – –
AA
690
Apriem Advisors
California
$42K – – –
WA
691
WealthTrust-Arizona
Arizona
$39K – – –
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K – – –
SNT
693
Security National Trust
West Virginia
$36K – – –
TDC
694
Thompson Davis & Co
Virginia
$36K +$4.15K +139 +14%
PAM
695
PT Asset Management
Illinois
$35K -$483K -16,200 -94%
CFA
696
Carroll Financial Associates
North Carolina
$35K -$60 -2 -0.2%
KF
697
Krilogy Financial
Missouri
$35K – – –
TCM
698
Tradewinds Capital Management
Washington
$35K – – –
HMS
699
Hanseatic Management Services
New Mexico
$35K +$32.7K +1,096 New
EP
700
Edinburgh Partners
United Kingdom
$34K – – –
26 27
28
29 30