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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1026
Marino Stram & Associates
Massachusetts
$662K +$206K +2,073 +44%
NP
1027
NorthRock Partners
Minnesota
$658K +$186K +1,868 +39%
HA
1028
Harbor Advisors
Florida
$649K – – –
WBG
1029
Wharton Business Group
Pennsylvania
$649K +$659K +6,614 New
DMBA
1030
Deseret Mutual Benefit Administrators
Utah
$647K -$19.7K -198 -3%
PFGIA
1031
Patriot Financial Group Insurance Agency
Massachusetts
$645K +$8.96K +90 +1%
RWB
1032
RMR Wealth Builders
New Jersey
$645K +$373K +3,744 +133%
BCM
1033
Brown Capital Management
Maryland
$643K +$180K +1,807 +38%
CBOR
1034
Community Bank of Raymore
Missouri
$642K – – –
AIA
1035
Arbor Investment Advisors
North Carolina
$640K -$9.46K -95 -1%
VWA
1036
Visionary Wealth Advisors
Illinois
$640K +$213K +2,137 +49%
DWA
1037
Douglass Winthrop Advisors
New York
$638K +$398 +4 +0.1%
LDB
1038
Lee, Danner & Bass
Tennessee
$636K – – –
MFC
1039
Mechanics Financial Corp
Ohio
$633K +$643K +6,451 New
APA
1040
American Portfolios Advisors
New York
$633K +$153K +1,539 +31%
BOH
1041
Bank of Hawaii
Hawaii
$630K -$875K -8,785 -58%
AWM
1042
Avior Wealth Management
Nebraska
$630K -$14.9K -150 -2%
SWA
1043
Stratos Wealth Advisors
Ohio
$629K +$66.9K +672 +12%
ZIMP
1044
Zimmermann Investment Management & Planning
Pennsylvania
$625K +$634K +6,368 New
QC
1045
Quent Capital
New York
$625K +$635K +6,370 New
HSA
1046
HBK Sorce Advisory
Pennsylvania
$623K +$35.2K +353 +6%
WPC
1047
Wedmont Private Capital
Pennsylvania
$621K +$603K +6,053 New
VFA
1048
Voya Financial Advisors
Connecticut
$618K +$76.8K +771 +14%
SCA
1049
Sippican Capital Advisors
Massachusetts
$617K – – –
PCA
1050
Personal Capital Advisors
California
$615K +$38.5K +386 +6%
40 41
42
43 44