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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1351
West Paces Advisors
Georgia
$85K – – –
CAL
1352
Capital Advisors Ltd
Ohio
$84K – – –
FA
1353
Fortis Advisors
Pennsylvania
$84K +$383 +5 +0.5%
GRP
1354
Global Retirement Partners
California
$84K +$8.43K +110 +11%
SIM
1355
Sonora Investment Management
Arizona
$82K +$4.21K +55 +6%
BHWM
1356
Bay Harbor Wealth Management
Maryland
$80K -$18.1K -236 -19%
TWM
1357
Tradition Wealth Management
Minnesota
$79K – – –
FNBOSM
1358
First National Bank of South Miami
Florida
$78K – – –
UFF
1359
USA Financial Formulas
Michigan
$76K -$20.1K -262 -21%
WR
1360
WD Rutherford
Oregon
$76K +$32.2K +420 +76%
GFPC
1361
Global Financial Private Client
Florida
$75.4K – – –
FCMT
1362
Founders Capital Management (Texas)
Texas
$74K +$230 +3 +0.3%
JCM
1363
Jacobi Capital Management
Pennsylvania
$72K +$14.6K +191 +26%
CWM
1364
Cedar Wealth Management
California
$72K +$70.7K +922 New
FCB
1365
First Command Bank
Texas
$72K +$71.1K +928 New
FCFS
1366
First Command Financial Services
Texas
$72K +$71.1K +928 New
LWA
1367
Lenox Wealth Advisors
New York
$71K -$109K -1,421 -61%
SFSIG
1368
San Francisco Sentry Investment Group
California
$70K – – –
WIM
1369
Westside Investment Management
California
$69.9K -$7.66K -100 -10%
TFO
1370
Tarbox Family Office
California
$68K -$153 -2 -0.2%
SLF
1371
Sun Life Financial
Ontario, Canada
$68K +$2.15K +28 +3%
FMII
1372
Farmers & Merchants Investments Inc
Nebraska
$67K – – –
AWM
1373
AllSquare Wealth Management
New York
$64K +$3.22K +42 +5%
CBT
1374
CoreFirst Bank & Trust
Kansas
$63K – – –
GWS
1375
Glassman Wealth Services
Virginia
$63K +$3.75K +49 +6%
53 54
55
56 57