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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
926
Lincoln National Corp
Pennsylvania
$430K +$374K +6,519 New
RCAG
927
Rehmann Capital Advisory Group
Michigan
$429K +$102K +1,779 +40%
PCS
928
Personal CFO Solutions
New Jersey
$427K -$24.8K -432 -6%
DWA
929
Douglass Winthrop Advisors
New York
$424K +$46.1K +804 +15%
VWA
930
Visionary Wealth Advisors
Illinois
$423K +$15.7K +274 +5%
MYIA
931
Mount Yale Investment Advisors
Colorado
$421K -$5.34K -93 -1%
I2I
932
Insight 2811 Inc
Illinois
$421K – – –
RIA
933
Regal Investment Advisors
Michigan
$418K +$350K +6,101 New
MC
934
Moors & Cabot
Massachusetts
$416K +$16.9K +294 +5%
HPWM
935
Highland Private Wealth Management
Washington
$416K +$22.3K +389 +7%
ADL
936
Asset Dedication LLC
California
$415K +$21.1K +367 +6%
PCA
937
Personal Capital Advisors
California
$413K +$12K +210 +4%
PFWA
938
Paces Ferry Wealth Advisors
Georgia
$412K -$2.93K -51 -0.8%
CCA
939
Childress Capital Advisors
Texas
$412K +$345K +6,009 New
PHS
940
Pekin Hardy Strauss
Illinois
$409K +$70.5K +1,228 +26%
BONST
941
Bank of Nova Scotia Trust
Ontario, Canada
$406K -$12.6K -219 -4%
TI
942
Tidal Investments
Wisconsin
$406K +$340K +5,922 New
CWM
943
Circle Wealth Management
New Jersey
$402K +$13.8K +241 +4%
KA
944
Kovack Advisors
Florida
$402K +$41.8K +729 +14%
EWA
945
EP Wealth Advisors
California
$402K +$337K +5,873 New
DC
946
Davenport & Co
Virginia
$401K +$9.87K +172 +3%
NHC
947
Nicholas Hoffman & Company
Georgia
$401K +$115K +2,001 +52%
IA
948
IFP Advisors
Florida
$397K +$178K +3,100 +115%
BB
949
Bell Bank
North Dakota
$395K -$37.6K -655 -10%
T
950
TRUADVICE
Florida
$392K +$42.6K +742 +15%
36 37
38
39 40