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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
676
CenterStar Fund
Illinois
$92K – – –
HCM
677
Highlander Capital Management
New Jersey
$88K – – –
FHA
678
First Horizon Advisors
Tennessee
$79K – – –
3C
679
361 Capital
Colorado
$78K +$72.4K +2,428 New
IWMPD
680
Integrated Wealth Management (Palm Desert)
California
$75K -$4.68K -157 -6%
WA
681
WFG Advisors
Texas
$70K -$11.7K -392 -15%
PWM
682
Perigon Wealth Management
California
$66K – – –
ASN
683
Advisory Services Network
Georgia
$64K -$23.7K -795 -29%
QCG
684
Quadrant Capital Group
Ohio
$64K +$3.43K +115 +5%
WCM
685
Wealthcare Capital Management
Virginia
$59K – – –
SBL
686
Sargent Bickham Lagudis
Colorado
$58K -$7.16K -240 -12%
FPFS
687
First Personal Financial Services
North Carolina
$56K -$298 -10 -0.6%
MMG
688
Monetary Management Group
Missouri
$56K – – –
KA
689
Klingman & Associates
New York
$54K – – –
ZB
690
Zions Bancorporation
Utah
$52K -$20.5K -688 -29%
RWG
691
Regal Wealth Group
California
$50K – – –
CAL
692
Capital Advisors Ltd
Ohio
$44K +$8.95K +300 +28%
BBPWM
693
Blue Bell Private Wealth Management
Pennsylvania
$43K – – –
AA
694
Apriem Advisors
California
$42K – – –
WA
695
WealthTrust-Arizona
Arizona
$39K – – –
LWCFA
696
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K – – –
SNT
697
Security National Trust
West Virginia
$36K – – –
TDC
698
Thompson Davis & Co
Virginia
$36K +$4.15K +139 +14%
PAM
699
PT Asset Management
Illinois
$35K -$483K -16,200 -94%
CFA
700
Carroll Financial Associates
North Carolina
$35K -$60 -2 -0.2%
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