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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
701
PT Asset Management
Illinois
$124K -$1.05M -28,950 -88%
FHA
702
First Horizon Advisors
Tennessee
$117K – – –
RIA
703
Regal Investment Advisors
Michigan
$114K +$582 +16 +0.4%
WG
704
Welch Group
Alabama
$113K +$36.4K +1,000 +38%
IWMPD
705
Integrated Wealth Management (Palm Desert)
California
$111K +$1.31K +36 +1%
AWM
706
Avior Wealth Management
Nebraska
$101K – – –
CB
707
Community Bank
New York
$98K -$9.1K -250 -7%
FFC
708
First Financial Corp
Indiana
$98K +$18.2K +500 +19%
AIM
709
Advantage Investment Management
Iowa
$93K – – –
PFBT
710
Parkside Financial Bank & Trust
Missouri
$90K +$105K +2,871 New
HCM
711
Highlander Capital Management
New Jersey
$86K – – –
JIM
712
Jupiter Investment Management
United Kingdom
$85K +$98.3K +2,700 New
BCM
713
Brookstone Capital Management
Illinois
$84K +$2.77K +76 +3%
EWM
714
Edge Wealth Management
New York
$82K – – –
WA
715
WFG Advisors
Texas
$76K +$36 +1 +0%
FCCM
716
First City Capital Management
Georgia
$68.1K – – –
MBT
717
Monroe Bank & Trust
Michigan
$63K – – –
WCM
718
Wealthcare Capital Management
Virginia
$58K -$1.83M -50,167 -96%
CGT
719
Capital Guardian Trust
California
$58K -$14.9K -410 -18%
ZB
720
Zions Bancorporation
Utah
$57K +$36.3K +996 +145%
TFA
721
Transamerica Financial Advisors
Florida
$55K -$273K -7,488 -81%
KA
722
Klingman & Associates
New York
$53K – – –
IC
723
IKOS CIF
Cyprus
$50K +$58.2K +1,600 New
BCA
724
Bray Capital Advisors
Florida
$49K -$5.46K -150 -9%
ATC
725
Adirondack Trust Company
New York
$49K +$2.91K +80 +5%
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