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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1026
Deseret Mutual Benefit Administrators
Utah
$647K -$19.7K -198 -3%
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
$645K +$8.96K +90 +1%
RWB
1028
RMR Wealth Builders
New Jersey
$645K +$373K +3,744 +133%
BCM
1029
Brown Capital Management
Maryland
$643K +$180K +1,807 +38%
CBOR
1030
Community Bank of Raymore
Missouri
$642K – – –
AIA
1031
Arbor Investment Advisors
North Carolina
$640K -$9.46K -95 -1%
VWA
1032
Visionary Wealth Advisors
Illinois
$640K +$213K +2,137 +49%
DWA
1033
Douglass Winthrop Advisors
New York
$638K +$398 +4 +0.1%
LDB
1034
Lee, Danner & Bass
Tennessee
$636K – – –
MFC
1035
Mechanics Financial Corp
Ohio
$633K +$643K +6,451 New
APA
1036
American Portfolios Advisors
New York
$633K +$153K +1,539 +31%
BOH
1037
Bank of Hawaii
Hawaii
$630K -$875K -8,785 -58%
AWM
1038
Avior Wealth Management
Nebraska
$630K -$14.9K -150 -2%
SWA
1039
Stratos Wealth Advisors
Ohio
$629K +$66.9K +672 +12%
ZIMP
1040
Zimmermann Investment Management & Planning
Pennsylvania
$625K +$634K +6,368 New
QC
1041
Quent Capital
New York
$625K +$635K +6,370 New
HSA
1042
HBK Sorce Advisory
Pennsylvania
$623K +$35.2K +353 +6%
WPC
1043
Wedmont Private Capital
Pennsylvania
$621K +$603K +6,053 New
VFA
1044
Voya Financial Advisors
Connecticut
$618K +$76.8K +771 +14%
SCA
1045
Sippican Capital Advisors
Massachusetts
$617K – – –
PCA
1046
Personal Capital Advisors
California
$615K +$38.5K +386 +6%
AG
1047
AIA Group
Hong Kong
$614K -$412K -4,131 -40%
SIG
1048
Stonegate Investment Group
Alabama
$614K +$623K +6,253 New
CWM
1049
Chicago Wealth Management
Illinois
$613K – – –
UAML
1050
US Asset Management LLC
Pennsylvania
$612K – – –
40 41
42
43 44