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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1001
Taylor Hoffman Wealth Management
Virginia
$7K – – –
CFD
1002
Creative Financial Designs
Indiana
$7K +$49 +1 +0.7%
WWM
1003
Willingdon Wealth Management
North Carolina
$7K +$6.93K +142 New
CAC
1004
Certified Advisory Corp
Florida
$6K – – –
IF
1005
Ironwood Financial
Arizona
$6K – – –
TC
1006
Truvestments Capital
Florida
$6K +$6.64K +136 New
CLOS
1007
Compagnie Lombard Odier SCmA
Switzerland
$5K -$131K -2,680 -96%
GWS
1008
Glassman Wealth Services
Virginia
$5K -$1.76K -36 -24%
AIL
1009
AGF Investments LLC
Ontario, Canada
$5K – – –
FMTCOCP
1010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
GCM
1011
Gables Capital Management
Florida
$5K – – –
LWA
1012
Lowe Wealth Advisors
Maryland
$5K – – –
NC
1013
NewSquare Capital
Pennsylvania
$5K – – –
TSW
1014
Thompson Siegel & Walmsley
Virginia
$5K – – –
SJIM
1015
St. Johns Investment Management
Florida
$5K +$49 +1 +0.9%
BCI
1016
Brinker Capital Investments
Pennsylvania
$5K +$4.98K +102 New
RWM
1017
Raffa Wealth Management
District of Columbia
$4.7K – – –
MFT
1018
Moisand Fitzgerald Tamayo
Florida
$4K – – –
AC
1019
Avestar Capital
New York
$3K -$49 -1 -1%
CCMW
1020
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
PMFA
1021
Plante Moran Financial Advisors
Michigan
$3K – – –
PI
1022
Parkside Investments
Illinois
$3K +$3.71K +76 New
TNBTD
1023
Trustmark National Bank Trust Department
Mississippi
$2K +$1.76K +36 New
SIM
1024
Sonora Investment Management
Arizona
$2K +$1.9K +39 New
JCM
1025
Jacobi Capital Management
Pennsylvania
$2K +$1.95K +40 New
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