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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
901
Winch Advisory Services
Wisconsin
$95K +$14.4K +285 +19%
OC
902
Oakworth Capital
Alabama
$87K – – –
RPC
903
Rossmore Private Capital
Connecticut
$83.7K +$80.7K +1,596 New
RWG
904
Regal Wealth Group
California
$82K – – –
C
905
Cerebellum
California
$82K +$78.9K +1,561 New
WTB
906
Washington Trust Bank
Washington
$80K – – –
IUHSA
907
Itau Unibanco Holding S.A.
Brazil
$80K +$76.9K +1,520 New
MMG
908
Monetary Management Group
Missouri
$79K -$12.6K -250 -14%
EWM
909
Edge Wealth Management
New York
$78K +$9.36K +185 +14%
GRP
910
Global Retirement Partners
California
$77K +$47.1K +932 +173%
AF
911
Advisornet Financial
Minnesota
$74K +$71.5K +1,414 New
MRCM
912
M&R Capital Management
New Jersey
$72K +$30.7K +608 +78%
MPWT
913
MassMutual Private Wealth & Trust
Connecticut
$72K +$20.5K +406 +42%
KA
914
Kaizen Advisory
Illinois
$71K +$68.1K +1,347 New
FNB
915
Farmers National Bank
Kentucky
$71K +$68.2K +1,349 New
FCMT
916
Founders Capital Management (Texas)
Texas
$70K +$202 +4 +0.3%
SAM
917
Security Asset Management
New York
$69K – – –
AF
918
Allworth Financial
California
$68K +$8.24K +163 +14%
PWPS
919
Pinnacle Wealth Planning Services
Ohio
$67K +$64.2K +1,270 New
CB
920
CNB Bank
Pennsylvania
$67K +$64.4K +1,273 New
APA
921
American Portfolios Advisors
New York
$64.4K +$62.1K +1,228 New
BL
922
Balentine LLC
Georgia
$64K +$202 +4 +0.3%
WA
923
WealthTrust-Arizona
Arizona
$63K – – –
CFA
924
Carroll Financial Associates
North Carolina
$61K -$6.12K -121 -9%
BC
925
Bartlett & Co
Ohio
$59K +$10.1K +200 +22%
35 36
37
38 39