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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
901
Capital Bank & Trust
California
$51K – – –
PFGIA
902
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$1.43K -32 -3%
FRA
903
Front Row Advisors
California
$49K – – –
MRCM
904
M&R Capital Management
New Jersey
$49K – – –
PMFA
905
Plante Moran Financial Advisors
Michigan
$49K +$2.41K +54 +5%
AWM
906
AllSquare Wealth Management
New York
$47K – – –
CAL
907
Capital Advisors Ltd
Ohio
$47K – – –
SFSIG
908
San Francisco Sentry Investment Group
California
$47K +$3.66K +82 +8%
SLF
909
Sun Life Financial
Ontario, Canada
$46K -$52.1K -1,168 -53%
CI
910
CX Institutional
Indiana
$45K -$1.97M -44,198 -98%
RFA
911
Reilly Financial Advisors
California
$45K -$27.6K -618 -37%
FNBOSM
912
First National Bank of South Miami
Florida
$45K – – –
BHWM
913
Bay Harbor Wealth Management
Maryland
$44K -$446 -10 -1%
FHA
914
Flagship Harbor Advisors
Massachusetts
$42K +$45 +1 +0.1%
EFSCE
915
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$1.7K +38 +4%
KTC
916
Kistler-Tiffany Companies
Pennsylvania
$41K – – –
MPWT
917
MassMutual Private Wealth & Trust
Connecticut
$41K – – –
BWA
918
Burt Wealth Advisors
Maryland
$39K – – –
AF
919
Allworth Financial
California
$38K -$15.4K -346 -28%
HR
920
Howe & Rusling
New York
$38K – – –
BC
921
Barnett & Company
Tennessee
$37K -$5K -112 -12%
CYG
922
Clean Yield Group
Vermont
$36K +$36.3K +814 New
WPA
923
West Paces Advisors
Georgia
$35.1K – – –
PCC
924
Park Circle Company
Maryland
$35K – – –
SCA
925
Stonebridge Capital Advisors
Minnesota
$35K +$35.3K +791 New
35 36
37
38 39