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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
776
First Horizon Advisors
Tennessee
$79K – – –
WAS
777
Winch Advisory Services
Wisconsin
$79K +$71.1K +1,879 New
WCM
778
Wealthcare Capital Management
Virginia
$78K – – –
DVM
779
Dreman Value Management
Florida
$76K -$870K -23,010 -94%
SBL
780
Sargent Bickham Lagudis
Colorado
$76K – – –
MMG
781
Monetary Management Group
Missouri
$74K – – –
ZB
782
Zions Bancorporation
Utah
$70K -$908 -24 -1%
SM
783
SG3 Management
Puerto Rico
$68K +$60.5K +1,600 New
AA
784
Ancora Advisors
Ohio
$67K +$60.6K +1,602 New
RWG
785
Regal Wealth Group
California
$66K – – –
CAM
786
Close Asset Management
United Kingdom
$59K +$52.9K +1,400 New
AA
787
Apriem Advisors
California
$56K – – –
SAM
788
Security Asset Management
New York
$56K +$49.9K +1,320 New
LWCFA
789
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K – – –
WA
790
WealthTrust-Arizona
Arizona
$51K – – –
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$49.9K +$44.6K +1,180 New
CAL
792
Capital Advisors Ltd
Ohio
$46K -$11.3K -300 -22%
KF
793
Krilogy Financial
Missouri
$46K – – –
SNT
794
Security National Trust
West Virginia
$46K – – –
TCM
795
Tradewinds Capital Management
Washington
$46K – – –
CFA
796
Carroll Financial Associates
North Carolina
$46K +$113 +3 +0.3%
EP
797
Edinburgh Partners
United Kingdom
$45K – – –
ACS
798
Archford Capital Strategies
Illinois
$44K – – –
PG
799
Patten Group
Tennessee
$44K – – –
MBT
800
Monroe Bank & Trust
Michigan
$44K +$39.7K +1,050 New
30 31
32
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