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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1001
LifePlan Financial Group
Ohio
$7K – – –
NL
1002
NVWM LLC
Pennsylvania
$7K – – –
THWM
1003
Taylor Hoffman Wealth Management
Virginia
$7K – – –
CFD
1004
Creative Financial Designs
Indiana
$7K +$52 +1 +0.7%
GWS
1005
Glassman Wealth Services
Virginia
$7K +$1.04K +20 +16%
CAC
1006
Certified Advisory Corp
Florida
$6K – – –
IF
1007
Ironwood Financial
Arizona
$6K – – –
CPA
1008
Clear Perspective Advisors
Illinois
$5K – – –
FMTCOCP
1009
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
LWA
1010
Lowe Wealth Advisors
Maryland
$5K – – –
NC
1011
NewSquare Capital
Pennsylvania
$5K – – –
SJIM
1012
St. Johns Investment Management
Florida
$5K – – –
TSW
1013
Thompson Siegel & Walmsley
Virginia
$5K – – –
BCA
1014
Bay Colony Advisors
Massachusetts
$5K +$5.22K +100 New
GCM
1015
Gables Capital Management
Florida
$5K +$5.22K +100 New
RWM
1016
Raffa Wealth Management
District of Columbia
$4.79K – – –
MFT
1017
Moisand Fitzgerald Tamayo
Florida
$4K – – –
IAS
1018
IMA Advisory Services
Colorado
$4K +$3.97K +76 New
CFC
1019
Coyle Financial Counsel
Illinois
$4K +$4.39K +84 New
PMFA
1020
Plante Moran Financial Advisors
Michigan
$3K -$21.7K -415 -88%
CCMW
1021
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
SWP
1022
Strategic Wealth Partners
Ohio
$2K – – –
BCP
1023
Blackhawk Capital Partners
Wisconsin
$2K +$1.83K +35 New
AC
1024
Avestar Capital
New York
$2K +$2.98K +57 +190%
MSA
1025
Marino Stram & Associates
Massachusetts
$1K -$4.91K -94 -87%
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