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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LAMC
1926
Longview Asset Management (California)
California
$195K – – –
SIS
1927
Sound Income Strategies
Florida
$194K +$32.4K +264 +24%
SCM
1928
Silvant Capital Management
Georgia
$191K – – –
SOS
1929
Silver Oak Securities
Tennessee
$191K +$14.1K +115 +9%
GWSG
1930
GPS Wealth Strategies Group
Colorado
$189K +$860 +7 +0.5%
NEWAS
1931
N.E.W. Advisory Services
Wisconsin
$187K -$377K -3,070 -70%
HCMG
1932
Howard Capital Management Group
California
$185K – – –
CWIG
1933
Chung Wu Investment Group
Texas
$183K +$160K +1,300 New
RF
1934
Robinswood Financial
Washington
$169K – – –
HFS
1935
Hantz Financial Services
Michigan
$168K +$80K +651 +121%
SAM
1936
Sherman Asset Management
California
$164K – – –
VC
1937
Vestor Capital
Illinois
$163K -$17.8M -144,802 -99%
PAG
1938
Paladin Advisory Group
Iowa
$163K – – –
OPTFSNA
1939
Old Point Trust & Financial Services N A
Virginia
$158K +$123K +1,000 +840%
GPI
1940
General Partner Inc
Pennsylvania
$156K – – –
WA
1941
Whipplewood Advisors
Colorado
$153K -$34.5M -280,955 -100%
C
1942
Covestor
United Kingdom
$153K +$22.4K +182 +20%
MEG
1943
Millstone Evans Group
Colorado
$153K – – –
TPWA
1944
Twin Peaks Wealth Advisors
California
$152K +$127K +1,034 New
PWMA
1945
Pension & Wealth Management Advisors
Massachusetts
$152K +$19.8K +161 +18%
FMII
1946
Farmers & Merchants Investments Inc
Nebraska
$152K -$368 -3 -0.3%
TFGT
1947
TS Financial Group (TSFG)
Illinois
$150K +$14.2K +116 +12%
ABWM
1948
Alpine Bank Wealth Management
Colorado
$148K -$25.8K -210 -17%
DCBT
1949
Dakota Community Bank & Trust
North Dakota
$148K +$5.28K +43 +4%
CAM
1950
Creekmur Asset Management
Illinois
$145K – – –
76 77
78
79 80