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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
901
M&R Capital Management
New Jersey
$35K -$11.2K -238 -18%
BHWM
902
Bay Harbor Wealth Management
Maryland
$35K +$6.59K +140 +16%
ADL
903
Asset Dedication LLC
California
$34K -$111K -2,355 -70%
SFSIG
904
San Francisco Sentry Investment Group
California
$34K -$4.52K -96 -9%
FNBOSM
905
First National Bank of South Miami
Florida
$34K – – –
RWA
906
Ropes Wealth Advisors
Massachusetts
$34K +$14.1K +300 +43%
WPA
907
West Paces Advisors
Georgia
$32.2K -$6.83K -145 -13%
CDIA
908
Capital Directions Investment Advisors
Georgia
$32K – – –
MPWT
909
MassMutual Private Wealth & Trust
Connecticut
$32K – – –
FCMT
910
Founders Capital Management (Texas)
Texas
$32K +$235 +5 +0.5%
GFPC
911
Global Financial Private Client
Florida
$30.5K – – –
BWA
912
Burt Wealth Advisors
Maryland
$30K – – –
CCA
913
Column Capital Advisors
Indiana
$29K -$7.82K -166 -16%
AWM
914
AllSquare Wealth Management
New York
$29K – – –
EWM
915
Endurance Wealth Management
Rhode Island
$29K – – –
FHA
916
Flagship Harbor Advisors
Massachusetts
$29K +$94 +2 +0.2%
TFO
917
Tarbox Family Office
California
$29K +$7.63K +162 +23%
KTC
918
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
OSNBOA
919
Old Second National Bank of Aurora
Illinois
$28K – – –
PCC
920
Park Circle Company
Maryland
$27K – – –
SFG
921
Sowa Financial Group
Rhode Island
$27K – – –
LAS
922
Lloyd Advisory Services
Georgia
$27K +$377 +8 +1%
VCP
923
Verus Capital Partners
Arizona
$27K +$612 +13 +2%
SWA
924
Sutton Wealth Advisors
Florida
$26.3K +$3.11K +66 +9%
GWS
925
Glassman Wealth Services
Virginia
$26K -$15.5K -329 -30%
35 36
37
38 39