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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
726
Blue Bell Private Wealth Management
Pennsylvania
$44K -$7.28K -200 -12%
PSI
727
Pinnacle Summer Investments
Virginia
$42K – – –
WTB
728
Washington Trust Bank
Washington
$42K – – –
AA
729
Apriem Advisors
California
$41K -$36.4K -1,000 -43%
PMFA
730
Plante Moran Financial Advisors
Michigan
$40K +$30.2K +829 +187%
SSB
731
Sandy Spring Bank
Maryland
$39K +$4.33K +119 +11%
SNT
732
Security National Trust
West Virginia
$38K – – –
TCM
733
Tradewinds Capital Management
Washington
$38K – – –
WA
734
WealthTrust-Arizona
Arizona
$38K – – –
S
735
SignatureFD
Georgia
$38K +$20.4K +561 +87%
FNYS
736
First New York Securities
New York
$34.6K +$40K +1,100 New
CAL
737
Capital Advisors Ltd
Ohio
$34K – – –
ASN
738
Advisory Services Network
Georgia
$34K +$73 +2 +0.2%
EP
739
Edinburgh Partners
United Kingdom
$33K – – –
MCM
740
MV Capital Management
Maryland
$32K +$5.46K +150 +17%
BC
741
Bartlett & Co
Ohio
$32K +$7.28K +200 +24%
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$3.64K +100 +11%
TSU
743
TD Securities (USA)
New York
$27K -$22.6M -621,453 -100%
WTC
744
WhitTier Trust Company
Nevada
$27K -$2.73K -75 -8%
BWA
745
Burt Wealth Advisors
Maryland
$27K – – –
CFA
746
Carroll Financial Associates
North Carolina
$27K +$1.17K +32 +4%
LWA
747
Lenox Wealth Advisors
New York
$27K +$21.8K +600 +226%
FWM
748
Focused Wealth Management
New York
$26K – – –
HPBT
749
High Point Bank & Trust
North Carolina
$26K – – –
VNA
750
Valley National Advisers
Pennsylvania
$26K – – –
28 29
30
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