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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
1001
First Capital Advisors Group
New Jersey
$10K +$10.5K +189 New
PA
1002
Perennial Advisors
New York
$9K – – –
SSB
1003
Sandy Spring Bank
Maryland
$9K – – –
TC
1004
Trust Company
Kansas
$9K – – –
FPB
1005
First PREMIER Bank
South Dakota
$8K – – –
NL
1006
NVWM LLC
Pennsylvania
$8K – – –
THWM
1007
Taylor Hoffman Wealth Management
Virginia
$8K – – –
CFD
1008
Creative Financial Designs
Indiana
$8K +$5.54K +100 +200%
JA
1009
JOYN Advisors
Georgia
$8K +$7.69K +139 New
LFG
1010
LifePlan Financial Group
Ohio
$8K +$7.8K +141 New
PW
1011
Price Wealth
Texas
$7K -$7.64K -138 -50%
IF
1012
Ironwood Financial
Arizona
$7K – – –
GWS
1013
Glassman Wealth Services
Virginia
$7K +$886 +16 +14%
CA
1014
Centerpoint Advisors
Massachusetts
$7K +$6.75K +122 New
DSN
1015
D. Scott Neal
Kentucky
$7K +$7.08K +128 New
SLF
1016
Sun Life Financial
Ontario, Canada
$6.3K -$150K -2,714 -89%
AWA
1017
Acorn Wealth Advisors
Michigan
$6K – – –
CAC
1018
Certified Advisory Corp
Florida
$6K – – –
MSA
1019
Marino Stram & Associates
Massachusetts
$6K – – –
NC
1020
NewSquare Capital
Pennsylvania
$6K – – –
SJIM
1021
St. Johns Investment Management
Florida
$6K +$55 +1 +0.9%
FMTCOCP
1022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.61K – – –
RWM
1023
Raffa Wealth Management
District of Columbia
$5.45K +$5.59K +101 New
CPA
1024
Clear Perspective Advisors
Illinois
$5K – – –
LWA
1025
Lowe Wealth Advisors
Maryland
$5K – – –
39 40
41
42 43