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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
926
Lindbrook Capital
California
$81K +$237 +5 +0.3%
RWG
927
Regal Wealth Group
California
$80K – – –
AWA
928
Arkadios Wealth Advisors
Georgia
$79.6K +$67.4K +1,424 New
CIS
929
Capital International Sarl
California
$79K +$73.2K +1,546 New
1IA
930
1834 Investment Advisors
Wisconsin
$77K – – –
HIA
931
Harbor Investment Advisory
Maryland
$77K +$71.7K +1,515 New
LFASL
932
Lugano Financial Advisors SA (LFA)
Switzerland
$72K +$66.3K +1,401 New
NFG
933
Next Financial Group
Texas
$70K -$47K -992 -42%
SCM
934
Silvant Capital Management
Georgia
$69K – – –
TSW
935
Thompson Siegel & Walmsley
Virginia
$67K +$56.8K +1,201 +1,201%
EWM
936
Edge Wealth Management
New York
$66K – – –
MRCM
937
M&R Capital Management
New Jersey
$65K +$7.1K +150 +13%
CBT
938
Capital Bank & Trust
California
$64K -$1.42K -30 -2%
BCA
939
Berman Capital Advisors
Georgia
$64K +$142 +3 +0.2%
MIFH
940
Migdal Insurance & Financial Holdings
Israel
$63K +$58.5K +1,236 New
PFGIA
941
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$95 +2 +0.2%
TWA
942
TCI Wealth Advisors
Arizona
$61K +$37.1K +783 +188%
CFA
943
Carroll Financial Associates
North Carolina
$60K +$39.7K +839 +247%
CLOS
944
Compagnie Lombard Odier SCmA
Switzerland
$58K – – –
FRA
945
Front Row Advisors
California
$58K – – –
GWS
946
Glassman Wealth Services
Virginia
$56K +$24.3K +514 +89%
SIC
947
Samalin Investment Counsel
New York
$56K +$52.1K +1,100 New
WPA
948
West Paces Advisors
Georgia
$55.8K +$13.7K +290 +36%
CAL
949
Capital Advisors Ltd
Ohio
$55K – – –
SFSIG
950
San Francisco Sentry Investment Group
California
$55K – – –
36 37
38
39 40