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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
976
Verus Capital Partners
Arizona
$39K +$36.5K +772 New
SLF
977
Sun Life Financial
Ontario, Canada
$38K -$13.3K -282 -27%
AIM
978
Astor Investment Management
Illinois
$37K – – –
SWA
979
Sutton Wealth Advisors
Florida
$36.1K – – –
RWA
980
Ropes Wealth Advisors
Massachusetts
$36K -$30.8K -650 -48%
TFO
981
Tarbox Family Office
California
$36K -$426 -9 -1%
BFC
982
Bedel Financial Consulting
Indiana
$36K – – –
IUHSA
983
Itau Unibanco Holding S.A.
Brazil
$36K +$33.6K +709 New
SFA
984
Semmax Financial Advisors
North Carolina
$35K – – –
EI
985
Ellevest Inc
New York
$35K +$31.2K +660 +1,941%
BC
986
Barnett & Company
Tennessee
$34K +$6.2K +131 +24%
PCIA
987
Prime Capital Investment Advisors
Kansas
$33K – – –
LWCFA
988
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K – – –
GAM
989
Gemmer Asset Management
California
$31K -$663 -14 -2%
FMII
990
Farmers & Merchants Investments Inc
Nebraska
$31K – – –
TFGT
991
TS Financial Group (TSFG)
Illinois
$31K – – –
HWM
992
Howard Wealth Management
Connecticut
$31K +$29.3K +619 New
BCI
993
Brinker Capital Investments
Pennsylvania
$30K – – –
HCM
994
Horrell Capital Management
Arkansas
$30K – – –
HI
995
Human Investing
Oregon
$29K – – –
VRM
996
Vectors Research Management
New York
$28K -$170M -3,589,448 -100%
KTC
997
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
HR
998
Howe & Rusling
New York
$27K -$6.25K -132 -20%
ME
999
McIlrath & Eck
Washington
$25K -$39K -825 -63%
TWP
1000
TFO Wealth Partners
Ohio
$25K +$23.7K +500 New
38 39
40
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