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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
751
K.J. Harrison & Partners
Ontario, Canada
$351K +$55.4K +1,000 +18%
NFG
752
Next Financial Group
Texas
$350K -$29.7K -536 -8%
DWT
753
Dorsey & Whitney Trust
South Dakota
$349K -$3.27K -59 -0.9%
BAS
754
Brown Advisory Securities
Maryland
$347K +$356K +6,431 New
HB
755
Homrich & Berg
Georgia
$346K -$443 -8 -0.1%
IA
756
IFG Advisory
Georgia
$345K +$4.54K +82 +1%
BP
757
Ballentine Partners
Massachusetts
$345K +$5.48K +99 +2%
WBG
758
Wharton Business Group
Pennsylvania
$341K -$5.26K -95 -1%
CIC
759
Crawford Investment Counsel
Georgia
$340K +$55 +1 +0%
CG
760
Colony Group
Massachusetts
$337K -$443 -8 -0.1%
EA
761
Edge Advisors
Georgia
$335K -$3.98K -72 -1%
SFSIG
762
San Francisco Sentry Investment Group
California
$333K – – –
NPF
763
Norris Perne & French
Michigan
$331K – – –
PK
764
Pflug Koory
Nebraska
$331K – – –
SFA
765
Sequoia Financial Advisors
Ohio
$329K -$5.76M -104,007 -94%
PBO
766
Peoples Bank (Ohio)
Ohio
$325K -$11.9K -215 -3%
AT
767
Arden Trust
Delaware
$324K -$58.9K -1,064 -15%
WPP
768
Whalerock Point Partners
Rhode Island
$324K – – –
AEPG
769
American Economic Planning Group
New Jersey
$322K +$7.36K +133 +2%
BCM
770
Beck Capital Management
Texas
$322K +$330K +5,961 New
PA
771
Parallel Advisors
California
$319K +$1.5K +27 +0.5%
ADL
772
Asset Dedication LLC
California
$319K +$23.1K +417 +8%
TAM
773
Tiverton Asset Management
Delaware
$318K -$664K -11,993 -67%
PCG
774
Private Capital Group
Connecticut
$314K +$50.1K +905 +18%
CS
775
Comerica Securities
Michigan
$311K +$609 +11 +0.2%
29 30
31
32 33