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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1001
First PREMIER Bank
South Dakota
$7K – – –
LFG
1002
LifePlan Financial Group
Ohio
$7K – – –
NL
1003
NVWM LLC
Pennsylvania
$7K – – –
THWM
1004
Taylor Hoffman Wealth Management
Virginia
$7K – – –
CFD
1005
Creative Financial Designs
Indiana
$7K +$52 +1 +0.7%
GWS
1006
Glassman Wealth Services
Virginia
$7K +$1.04K +20 +16%
CAC
1007
Certified Advisory Corp
Florida
$6K – – –
IF
1008
Ironwood Financial
Arizona
$6K – – –
CPA
1009
Clear Perspective Advisors
Illinois
$5K – – –
FMTCOCP
1010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
LWA
1011
Lowe Wealth Advisors
Maryland
$5K – – –
NC
1012
NewSquare Capital
Pennsylvania
$5K – – –
SJIM
1013
St. Johns Investment Management
Florida
$5K – – –
TSW
1014
Thompson Siegel & Walmsley
Virginia
$5K – – –
AIL
1015
AGF Investments LLC
Ontario, Canada
$5K +$5.17K +99 New
BCA
1016
Bay Colony Advisors
Massachusetts
$5K +$5.22K +100 New
GCM
1017
Gables Capital Management
Florida
$5K +$5.22K +100 New
RWM
1018
Raffa Wealth Management
District of Columbia
$4.79K – – –
MFT
1019
Moisand Fitzgerald Tamayo
Florida
$4K – – –
IAS
1020
IMA Advisory Services
Colorado
$4K +$3.97K +76 New
CFC
1021
Coyle Financial Counsel
Illinois
$4K +$4.39K +84 New
PMFA
1022
Plante Moran Financial Advisors
Michigan
$3K -$21.7K -415 -88%
CCMW
1023
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
SWP
1024
Strategic Wealth Partners
Ohio
$2K – – –
BCP
1025
Blackhawk Capital Partners
Wisconsin
$2K +$1.83K +35 New