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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
976
CNB Bank
Pennsylvania
$112K +$3.53K +70 +3%
UFF
977
USA Financial Formulas
Michigan
$111K +$116K +2,297 New
EI
978
Ellevest Inc
New York
$109K +$4.99K +99 +5%
HFM
979
Harvest Fund Management
China
$108K +$46.8K +929 +71%
BWM
980
BerganKDV Wealth Management
Minnesota
$101K -$27.8K -551 -21%
FCA
981
FinTrust Capital Advisors
South Carolina
$99K – – –
FCM
982
Firestone Capital Management
Florida
$98K – – –
PWMG
983
Prestige Wealth Management Group
New Jersey
$98K – – –
IFA
984
Interactive Financial Advisors
Illinois
$97K – – –
WC
985
Wexford Capital
Florida
$97K +$101K +1,997 New
PFS
986
Prospera Financial Services
Texas
$94K +$98.1K +1,948 New
KTC
987
Kistler-Tiffany Companies
Pennsylvania
$93K – – –
CCM
988
Covington Capital Management
California
$90K – – –
HI
989
Hudock Inc
Pennsylvania
$87K +$75.7K +1,502 +497%
LWA
990
Lenox Wealth Advisors
New York
$83K +$64.4K +1,278 +292%
CDIA
991
Capital Directions Investment Advisors
Georgia
$79K – – –
VNA
992
Valley National Advisers
Pennsylvania
$78K -$35.9K -712 -31%
RWG
993
Regal Wealth Group
California
$76K – – –
FCH
994
Freestone Capital Holdings
Washington
$75.1K +$78.3K +1,554 New
BCA
995
Berman Capital Advisors
Georgia
$74K -$25.3K -503 -24%
SSB
996
Sandy Spring Bank
Maryland
$73K – – –
SIM
997
Sentry Investment Management
Wisconsin
$72K -$3.33M -66,076 -98%
PCM
998
Penserra Capital Management
California
$72K -$781K -15,506 -91%
CA
999
Clearstead Advisors
Ohio
$68K -$8.77K -174 -11%
SCM
1000
Silvant Capital Management
Georgia
$66K – – –
38 39
40
41 42