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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
951
Balentine LLC
Georgia
$22K +$24.6K +470 New
GRP
952
Global Retirement Partners
California
$21K -$3.13K -60 -12%
CAM
953
CenterStar Asset Management
Illinois
$21K – – –
CFN
954
Cordasco Financial Network
Florida
$21K – – –
WF
955
WealthTrust Fairport
Ohio
$21K +$23.2K +444 New
BFC
956
Bedel Financial Consulting
Indiana
$20K – – –
TWA
957
TCI Wealth Advisors
Arizona
$20K – – –
LA
958
Legacy Advisors
Pennsylvania
$20K +$10.4K +199 +91%
MA
959
MUFG Americas
New York
$19K – – –
VCM
960
Vigilant Capital Management
Maine
$19K – – –
RA
961
Rational Advisors
New York
$18K -$1.17M -22,422 -98%
QCIG
962
Quad-Cities Investment Group
Iowa
$18K +$19.8K +378 New
SCA
963
Stuart Chaussee & Associates
California
$18K +$20.1K +384 New
RFA
964
Reilly Financial Advisors
California
$17K – – –
SGAM
965
Smith Group Asset Management
Texas
$16K -$1.57K -30 -8%
OWA
966
One Wealth Advisors
California
$16K +$17.9K +342 New
ACM
967
AUA Capital Management
Pennsylvania
$15K – – –
FFC
968
First Financial Corp
Indiana
$15K – – –
FANJ
969
Financial Architects (New Jersey)
New Jersey
$14K -$30.7K -588 -67%
ML
970
McAdam LLC
Pennsylvania
$14K -$2.67K -51 -15%
CIM
971
Contravisory Investment Management
Massachusetts
$14K – – –
EWM
972
Endurance Wealth Management
Rhode Island
$14K – – –
TCM
973
Tradewinds Capital Management
Washington
$14K – – –
PW
974
Price Wealth
Texas
$14K +$8.15K +156 +113%
JFA
975
JNBA Financial Advisors
Minnesota
$14K +$15.7K +300 New
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