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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
826
Shine Investment Advisory Services
Colorado
$43K +$41.5K +963 New
BC
827
Barnett & Company
Tennessee
$42K – – –
AF
828
Allworth Financial
California
$42K +$15.1K +350 +59%
SNT
829
Security National Trust
West Virginia
$41K -$7.59K -176 -16%
BC
830
Bartlett & Co
Ohio
$41K – – –
ZB
831
Zions Bancorporation
Utah
$40K -$12.5K -291 -25%
KF
832
Krilogy Financial
Missouri
$40K -$8.49K -197 -18%
CCM
833
Cribstone Capital Management
Maine
$40K -$3.45K -80 -8%
PCP
834
Proficio Capital Partners
Massachusetts
$40K +$776 +18 +2%
AAP
835
Arax Advisory Partners
Colorado
$40K +$6.3K +146 +19%
BWA
836
Burt Wealth Advisors
Maryland
$39K – – –
GBT
837
Grove Bank & Trust
Florida
$39K +$18.8K +435 +98%
RWA
838
Ropes Wealth Advisors
Massachusetts
$38K -$345 -8 -0.9%
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$37.7K -$14.4K -335 -28%
NSIM
840
North Star Investment Management
Illinois
$37K – – –
EFSCE
841
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$4.36K -101 -11%
PCC
842
Park Circle Company
Maryland
$36K – – –
PFO
843
Pathstone Family Office
New Jersey
$36K +$33.9K +787 +3,422%
WPA
844
West Paces Advisors
Georgia
$35.7K – – –
FANJ
845
Financial Architects (New Jersey)
New Jersey
$35K -$8.41K -195 -20%
MRCM
846
M&R Capital Management
New Jersey
$35K -$3.23K -75 -9%
AIM
847
Advantage Investment Management
Iowa
$35K +$12.7K +294 +60%
AWM
848
AllSquare Wealth Management
New York
$33K +$3.19K +74 +11%
GAM
849
Gemmer Asset Management
California
$32K – – –
MBT
850
Monroe Bank & Trust
Michigan
$32K – – –
32 33
34
35 36