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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
976
Trust Company
Kansas
$7K – – –
AAP
977
Arax Advisory Partners
Colorado
$6K – – –
LFG
978
LifePlan Financial Group
Ohio
$6K – – –
MCM
979
McMillion Capital Management
North Carolina
$6K – – –
JCM
980
Jacobi Capital Management
Pennsylvania
$6K +$3.55K +83 +151%
UB
981
UMB Bank
Missouri
$5.31K -$12.9M -302,570 -71%
IF
982
Ironwood Financial
Arizona
$5K – – –
NC
983
NewSquare Capital
Pennsylvania
$5K – – –
TCM
984
Tradewinds Capital Management
Washington
$5K – – –
SJIM
985
St. Johns Investment Management
Florida
$5K +$43 +1 +0.9%
KFS
986
Kelly Financial Services
Massachusetts
$4.27K -$5K -117 -54%
GWAG
987
Garrett Wealth Advisory Group
Texas
$4.22K +$4.23K +99 New
AA
988
Advisory Alpha
Michigan
$4.07K +$4.32K +101 New
FMTCOCP
989
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
GCM
990
Gables Capital Management
Florida
$4K – – –
LWA
991
Lowe Wealth Advisors
Maryland
$4K – – –
TSW
992
Thompson Siegel & Walmsley
Virginia
$4K – – –
LWANC
993
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4.45K +104 New
LTI
994
Laffer Tengler Investments
Tennessee
$3.58K +$3.59K +84 New
PMFA
995
Plante Moran Financial Advisors
Michigan
$3K -$44.1K -1,032 -93%
FPFS
996
First Personal Financial Services
North Carolina
$3K – – –
LF
997
Lee Financial
Texas
$3K – – –
SIAS
998
Shine Investment Advisory Services
Colorado
$3K +$2.56K +60 New
PWP
999
Personal Wealth Partners
Minnesota
$3K +$2.65K +62 New
WCM
1000
Whitener Capital Management
North Carolina
$3K +$3.98K +93 New
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40
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