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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
1126
Granite Bay Wealth Management
New Hampshire
$463K +$460K +5,300 New
CFP
1127
Catalyst Financial Partners
Massachusetts
$463K +$38K +438 +8%
BB
1128
Bell Bank
North Dakota
$462K +$52.4K +603 +12%
BFG
1129
Berger Financial Group
Minnesota
$461K -$10.9K -125 -2%
SIA
1130
Strategic Investment Advisors
Michigan
$461K -$4.86K -56 -1%
BONST
1131
Bank of Nova Scotia Trust
Ontario, Canada
$461K +$1.56K +18 +0.3%
BFEC
1132
Benjamin F. Edwards & Company
Missouri
$459K -$69.6K -802 -12%
BWP
1133
BSW Wealth Partners
Colorado
$458K +$31.1K +358 +7%
LC
1134
Lindbrook Capital
California
$458K +$48.9K +563 +11%
AWA
1135
Arkadios Wealth Advisors
Georgia
$455K +$187K +2,152 +63%
LFA
1136
Legacy Financial Advisors
Kentucky
$454K -$7.99K -92 -2%
LIA
1137
LS Investment Advisors
Michigan
$453K – – –
WGAM
1138
Wilkinson Global Asset Management
New York
$453K – – –
CFMC
1139
Curbstone Financial Management Corp
New Hampshire
$452K – – –
AWA
1140
Aaron Wealth Advisors
Illinois
$452K -$13.4K -154 -3%
PSC
1141
Portman Square Capital
United Kingdom
$450K +$478K +5,506 New
SWP
1142
Strategic Wealth Partners
Ohio
$450K +$21.2K +244 +5%
BFM
1143
Boston Financial Management
Massachusetts
$448K +$1.22K +14 +0.3%
FA
1144
Financial Advisors
Massachusetts
$448K +$347 +4 +0.1%
LF
1145
Lee Financial
Texas
$446K +$460K +5,303 +3,294%
KA
1146
Kovack Advisors
Florida
$445K +$6.08K +70 +1%
RP
1147
Riverwater Partners
Wisconsin
$443K +$48.7K +561 +12%
AFP
1148
Ausdal Financial Partners
Iowa
$441K -$16.7K -192 -3%
SMWM
1149
Silvia McColl Wealth Management
California
$434K – – –
AWA
1150
Arete Wealth Advisors
Illinois
$434K +$75.4K +868 +18%
44 45
46
47 48