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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
1051
Jackson Square Capital
California
$9K +$7.52K +179 New
RG
1052
Retirement Group
California
$9K +$7.81K +186 New
CWC
1053
Carolinas Wealth Consulting
North Carolina
$9K +$8.02K +191 New
SMFG
1054
Sumitomo Mitsui Financial Group
Japan
$9K +$8.4K +200 New
NL
1055
NVWM LLC
Pennsylvania
$8K -$4.2K -100 -39%
FPB
1056
First PREMIER Bank
South Dakota
$8K – – –
THWM
1057
Taylor Hoffman Wealth Management
Virginia
$8K +$6.55K +156 New
PA
1058
Perennial Advisors
New York
$8K +$7.06K +168 New
RWM
1059
Raffa Wealth Management
District of Columbia
$7.54K +$336 +8 +5%
AAP
1060
Arax Advisory Partners
Colorado
$7K – – –
CHA
1061
Carmichael Hill & Associates
Maryland
$7K – – –
CBT
1062
Central Bank & Trust
Kentucky
$7K – – –
LFG
1063
LifePlan Financial Group
Ohio
$7K – – –
SCA
1064
Stonebridge Capital Advisors
Minnesota
$7K – – –
TCM
1065
Tradewinds Capital Management
Washington
$7K – – –
NC
1066
NewSquare Capital
Pennsylvania
$7K +$1.26K +30 +28%
BFIM
1067
Beese Fulmer Investment Management
Ohio
$7K +$5.71K +136 New
TC
1068
Truvestments Capital
Florida
$7K +$6.43K +153 New
MLFP
1069
MPS Loria Financial Planners
Illinois
$7K +$6.47K +154 New
RCA
1070
Ranch Capital Advisors
Florida
$6K – – –
SWM
1071
Sugarloaf Wealth Management
Georgia
$6K – – –
VRM
1072
Vectors Research Management
New York
$6K – – –
IF
1073
Ironwood Financial
Arizona
$6K +$42 +1 +0.8%
EWA
1074
Evolution Wealth Advisors
Florida
$5K -$2.67M -63,552 -100%
GCM
1075
Gables Capital Management
Florida
$5K – – –
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