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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1501
Smith Group Asset Management
Texas
$46K +$3.17K +32 +7%
AAP
1502
Arax Advisory Partners
Colorado
$46K +$24.4K +246 +108%
BWA
1503
BDO Wealth Advisors
Florida
$45K – – –
BMD
1504
Better Money Decisions
New Mexico
$44K +$198 +2 +0.4%
SC
1505
Solstein Capital
California
$44K +$25.4K +256 +131%
SNT
1506
Security National Trust
West Virginia
$43K – – –
ST
1507
Sageworth Trust
Pennsylvania
$39K -$9.91K -100 -20%
AA
1508
AlphaMark Advisors
Kentucky
$39K – – –
ARMC
1509
American Research & Management Company
Massachusetts
$39K – – –
MSFP
1510
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
TCWM
1511
Total Clarity Wealth Management
Illinois
$39K +$39.6K +400 New
ETC
1512
Exchange Traded Concepts
Oklahoma
$38K -$4.16K -42 -10%
BAM
1513
Baldrige Asset Management
Pennsylvania
$38K – – –
FBT
1514
First Bank & Trust
South Dakota
$38K – – –
CPC
1515
Consolidated Planning Corp
Georgia
$38K +$38.2K +386 New
KFS
1516
Kelly Financial Services
Massachusetts
$37K -$3.47K -35 -8%
HIM
1517
Hillsdale Investment Management
Ontario, Canada
$35K -$23.8K -240 -40%
PMFA
1518
Plante Moran Financial Advisors
Michigan
$34K -$8.03K -81 -19%
TFS
1519
TrustCore Financial Services
Tennessee
$33K +$5.65K +57 +20%
JMF
1520
Johnson Midwest Financial
Iowa
$32K – – –
JPLA
1521
Joseph P. Lucia & Associates
New York
$31K -$9.91K -100 -24%
ACM
1522
AUA Capital Management
Pennsylvania
$31K – – –
CPA
1523
Cowen Prime Advisors
New York
$31K – – –
HDIM
1524
Hanson & Doremus Investment Management
Vermont
$31K +$694 +7 +2%
MCM
1525
MV Capital Management
Maryland
$30K – – –
59 60
61
62 63