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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
851
Balentine LLC
Georgia
$31K +$133 +3 +0.4%
GAM
852
Gemmer Asset Management
California
$30K – – –
TFO
853
Tarbox Family Office
California
$28K +$19.6K +441 +203%
AWM
854
AllSquare Wealth Management
New York
$28K +$26.8K +605 +1,008%
ACM
855
Armbruster Capital Management
New York
$27K – – –
AF
856
Allworth Financial
California
$25K – – –
HCM
857
Horrell Capital Management
Arkansas
$25K – – –
SWA
858
Sutton Wealth Advisors
Florida
$24.3K – – –
WA
859
Winfield Associates
Ohio
$24K -$2.44K -55 -9%
KKAMG
860
Kernodle & Katon Asset Management Group
Arkansas
$23K – – –
KTC
861
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
AC
862
Alexandria Capital
Virginia
$22K +$1.42K +32 +7%
IDBONY
863
Israel Discount Bank of New York
New York
$21K -$5.77K -130 -21%
TWMP
864
Taylor Wealth Management Partners
Massachusetts
$21K – – –
AIM
865
Advantage Investment Management
Iowa
$21K +$21.6K +487 New
MFBTD
866
MB Financial Bank - Trust Department
Illinois
$20K – – –
PMFA
867
Plante Moran Financial Advisors
Michigan
$19K -$4.35K -98 -18%
GBT
868
Grove Bank & Trust
Florida
$19K – – –
MA
869
MUFG Americas
New York
$19K – – –
GI
870
Gradient Investments
Minnesota
$19K +$89 +2 +0.5%
TWA
871
TCI Wealth Advisors
Arizona
$18K -$4.53K -102 -20%
GRP
872
Global Retirement Partners
California
$18K +$18.5K +416 New
WAS
873
WESPAC Advisors SoCal
California
$18K – – –
RPG
874
Risk Paradigm Group
Texas
$17.1K – – –
VCM
875
Vigilant Capital Management
Maine
$17K – – –
33 34
35
36 37