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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
1501
Security National Trust
West Virginia
$43K – – –
ST
1502
Sageworth Trust
Pennsylvania
$39K -$9.91K -100 -20%
AA
1503
AlphaMark Advisors
Kentucky
$39K – – –
ARMC
1504
American Research & Management Company
Massachusetts
$39K – – –
MSFP
1505
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
TCWM
1506
Total Clarity Wealth Management
Illinois
$39K +$39.6K +400 New
ETC
1507
Exchange Traded Concepts
Oklahoma
$38K -$4.16K -42 -10%
BAM
1508
Baldrige Asset Management
Pennsylvania
$38K – – –
FBT
1509
First Bank & Trust
South Dakota
$38K – – –
CPC
1510
Consolidated Planning Corp
Georgia
$38K +$38.2K +386 New
KFS
1511
Kelly Financial Services
Massachusetts
$37K -$3.73M -37,666 -99%
HIM
1512
Hillsdale Investment Management
Ontario, Canada
$35K -$23.8K -240 -40%
PMFA
1513
Plante Moran Financial Advisors
Michigan
$34K -$8.03K -81 -19%
TFS
1514
TrustCore Financial Services
Tennessee
$33K +$5.65K +57 +20%
JMF
1515
Johnson Midwest Financial
Iowa
$32K – – –
MGIM
1516
M&G Investment Management
United Kingdom
$31.6K -$11.5M -115,720 -26%
JPLA
1517
Joseph P. Lucia & Associates
New York
$31K -$9.91K -100 -24%
ACM
1518
AUA Capital Management
Pennsylvania
$31K – – –
CPA
1519
Cowen Prime Advisors
New York
$31K – – –
HDIM
1520
Hanson & Doremus Investment Management
Vermont
$31K +$694 +7 +2%
MCM
1521
MV Capital Management
Maryland
$30K – – –
RA
1522
Resolute Advisors
California
$30K – – –
MCM
1523
Manchester Capital Management
Vermont
$29K -$9.02K -91 -23%
ICM
1524
Islay Capital Management
Texas
$29K – – –
PCM
1525
Penserra Capital Management
California
$29K +$4.95K +50 +20%
59 60
61
62 63