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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
951
Security National Trust
West Virginia
$18K – – –
VCM
952
Vigilant Capital Management
Maine
$18K – – –
GRP
953
Global Retirement Partners
California
$17K – – –
SCA
954
Stuart Chaussee & Associates
California
$17K – – –
EWM
955
Executive Wealth Management
Michigan
$16K +$89 +2 +0.6%
GWMIA
956
Global Wealth Management Investment Advisory
Florida
$15K -$758 -17 -5%
OIA
957
OneDigital Investment Advisors
Kansas
$15K – – –
CFA
958
Carroll Financial Associates
North Carolina
$14K -$491 -11 -3%
ACM
959
AUA Capital Management
Pennsylvania
$14K – – –
MF
960
Manchester Financial
California
$14K +$14.5K +326 New
EWM
961
Endurance Wealth Management
Rhode Island
$13K – – –
BL
962
Balentine LLC
Georgia
$13K +$7K +157 +111%
HCM
963
Hilton Capital Management
New York
$11K – – –
MCM
964
MV Capital Management
Maryland
$11K – – –
TF
965
TimeScale Financial
Massachusetts
$11K +$11.2K +250 New
AC
966
Avestar Capital
New York
$10K – – –
FMP
967
Financial Management Professionals
Texas
$10K – – –
QAM
968
QCI Asset Management
New York
$10K – – –
TFGT
969
TS Financial Group (TSFG)
Illinois
$10K – – –
QCIG
970
Quad-Cities Investment Group
Iowa
$10K +$89 +2 +0.9%
EI
971
Ellevest Inc
New York
$10K +$10.3K +231 New
KFS
972
Kelly Financial Services
Massachusetts
$9.51K – – –
JWM
973
Janiczek Wealth Management
Colorado
$9K – – –
RAM
974
Riggs Asset Management
Pennsylvania
$9K – – –
EWA
975
Evolution Wealth Advisors
Florida
$9K +$8.7K +195 New
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