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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
751
Gradient Investments
Minnesota
$14K +$14K +390 New
TC
752
Trust Company
Kansas
$14K +$14.4K +400 New
RA
753
Rational Advisors
New York
$13K -$8.47K -236 -40%
HR
754
Howe & Rusling
New York
$13K – – –
OC
755
Oakworth Capital
Alabama
$13K – – –
EAMA
756
EFG Asset Management (Americas)
Florida
$12K – – –
FFC
757
First Financial Corp
Indiana
$12K – – –
FWM
758
Focused Wealth Management
New York
$12K – – –
TWA
759
TCI Wealth Advisors
Arizona
$12K – – –
LWM
760
Lenox Wealth Management
Ohio
$12K +$72 +2 +0.6%
FMII
761
Farmers & Merchants Investments Inc
Nebraska
$12K +$11.1K +309 +997%
GWM
762
Gupta Wealth Management
California
$12K +$11.7K +325 New
MWAN
763
Mariner Wealth Advisors (NYC)
Kansas
$12K +$11.9K +332 New
WEC
764
Winslow Evans & Crocker
Massachusetts
$11.7K – – –
AA
765
Apriem Advisors
California
$11K – – –
HRIA
766
Haberer Registered Investment Advisor
Ohio
$11K – – –
MWP
767
MYCIO Wealth Partners
Pennsylvania
$11K +$10.8K +300 New
RPG
768
Risk Paradigm Group
Texas
$10.7K +$10.8K +300 New
OSAM
769
O'Shaughnessy Asset Management
Connecticut
$9K +$8.83K +246 New
AP
770
Atwood & Palmer
Missouri
$8K – – –
UB
771
UMB Bank
Missouri
$7.51K +$777K +21,663 +11%
CHC
772
City Holding Co
West Virginia
$7K – – –
LWA
773
Lenox Wealth Advisors
New York
$7K – – –
RFA
774
Reilly Financial Advisors
California
$7K – – –
KT
775
Kanaly Trust
Texas
$7K +$1.36K +38 +22%
29 30
31
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