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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1476
AUA Capital Management
Pennsylvania
$29K – – –
CPA
1477
Cowen Prime Advisors
New York
$29K – – –
FFC
1478
First Financial Corp
Indiana
$29K – – –
ICM
1479
Islay Capital Management
Texas
$28K – – –
MCM
1480
MV Capital Management
Maryland
$28K – – –
RA
1481
Resolute Advisors
California
$28K – – –
SWM
1482
Selective Wealth Management
Virginia
$28K +$25.7K +300 New
COCM
1483
Charter Oak Capital Management
New Hampshire
$26K – – –
M1FG
1484
Mach-1 Financial Group
Arkansas
$26K – – –
TFS
1485
TrustCore Financial Services
Tennessee
$26K +$24.2K +282 New
PP
1486
Pacifica Partners
Canada
$24K – – –
PSB
1487
Piscataqua Savings Bank
New Hampshire
$24K – – –
PCM
1488
Penserra Capital Management
California
$22K +$21.4K +250 New
AAP
1489
Arax Advisory Partners
Colorado
$21K +$19.5K +227 New
AA
1490
Addison Advisors
Vermont
$21K +$19.9K +232 New
SWM
1491
Sugarloaf Wealth Management
Georgia
$19K -$2.66K -31 -13%
PWA
1492
Phoenix Wealth Advisors
North Carolina
$19K – – –
CAM
1493
Costello Asset Management
Pennsylvania
$18K – – –
NC
1494
NewSquare Capital
Pennsylvania
$18K – – –
SC
1495
Solstein Capital
California
$18K +$16.7K +195 New
CP
1496
Castleview Partners
Texas
$18K +$17.1K +200 New
CPWM
1497
Cypress Point Wealth Management
Texas
$18K +$17.1K +200 New
SQA
1498
Simon Quick Advisors
New Jersey
$17K +$7.55K +88 +86%
SIS
1499
Sound Income Strategies
Florida
$17K +$9.43K +110 +143%
SL
1500
Savior LLC
Massachusetts
$16K -$12.9K -151 -46%
58 59
60
61 62