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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
701
Gemmer Asset Management
California
$24K – – –
ZTNA
702
Zions Trust National Association
Utah
$24K – – –
CFA
703
Carroll Financial Associates
North Carolina
$21K – – –
CCS
704
Crosspoint Capital Strategies
California
$20K -$6.66K -200 -26%
HCM
705
Horrell Capital Management
Arkansas
$20K – – –
SNT
706
Security National Trust
West Virginia
$16K +$4.83K +145 +44%
PMFA
707
Plante Moran Financial Advisors
Michigan
$15K -$55.9K -1,679 -79%
HR
708
Howe & Rusling
New York
$13K – – –
OC
709
Oakworth Capital
Alabama
$12K – – –
LWM
710
Lenox Wealth Management
Ohio
$12K +$33 +1 +0.3%
AC
711
Alexandria Capital
Virginia
$11K -$2.47K -74 -19%
FFC
712
First Financial Corp
Indiana
$11K – – –
FWM
713
Focused Wealth Management
New York
$11K – – –
TWA
714
TCI Wealth Advisors
Arizona
$11K – – –
WA
715
Waverly Advisors
Alabama
$11K – – –
HRIA
716
Haberer Registered Investment Advisor
Ohio
$10K -$2.4K -72 -19%
NES
717
New England Securities
New York
$8K -$5.33K -160 -40%
AP
718
Atwood & Palmer
Missouri
$8K +$7.46K +224 New
AA
719
Apriem Advisors
California
$7K – – –
SJIM
720
St. Johns Investment Management
Florida
$7K – – –
LWA
721
Lenox Wealth Advisors
New York
$7K +$7K +210 New
WEC
722
Winslow Evans & Crocker
Massachusetts
$5.53K -$5.6K -168 -51%
CWM
723
Cranbrook Wealth Management
Michigan
$5K – – –
KT
724
Kanaly Trust
Texas
$5K – – –
TFO
725
Tarbox Family Office
California
$5K +$2.93K +88 +157%
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