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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
726
Klingman & Associates
New York
$66K – – –
BCA
727
Bray Capital Advisors
Florida
$66K +$64.7K +1,700 New
BBPWM
728
Blue Bell Private Wealth Management
Pennsylvania
$62K – – –
ATC
729
Adirondack Trust Company
New York
$57K +$2.85K +75 +5%
CFA
730
Camarda Financial Advisors
Florida
$57K +$56.1K +1,473 New
WTB
731
Washington Trust Bank
Washington
$52K – – –
PSI
732
Pinnacle Summer Investments
Virginia
$50K – – –
BRWM
733
B. Riley Wealth Management
Tennessee
$48K +$47.5K +1,247 New
WA
734
WealthTrust-Arizona
Arizona
$47K – – –
SNT
735
Security National Trust
West Virginia
$46K -$5.71K -150 -11%
TCM
736
Tradewinds Capital Management
Washington
$46K – – –
SSB
737
Sandy Spring Bank
Maryland
$43K +$3.81K +100 +10%
ASN
738
Advisory Services Network
Georgia
$42K -$11.3K -297 -22%
CAL
739
Capital Advisors Ltd
Ohio
$42K – – –
EP
740
Edinburgh Partners
United Kingdom
$41K – – –
BFEC
741
Benjamin F. Edwards & Company
Missouri
$39K -$11.4K -300 -23%
WTC
742
WhitTier Trust Company
Nevada
$37K – – –
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$21K -552 -38%
BWA
744
Burt Wealth Advisors
Maryland
$34K – – –
MCM
745
MV Capital Management
Maryland
$34K +$29.2K +768 +792%
CFA
746
Carroll Financial Associates
North Carolina
$33K +$2.17K +57 +7%
HPBT
747
High Point Bank & Trust
North Carolina
$32K -$64.7K -1,700 -67%
BC
748
Bartlett & Co
Ohio
$32K – – –
VNA
749
Valley National Advisers
Pennsylvania
$32K – – –
FWM
750
Focused Wealth Management
New York
$32K +$19.1K +501 +151%
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30
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