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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
976
OneDigital Investment Advisors
Kansas
$14K – – –
OWA
977
One Wealth Advisors
California
$14K +$14.4K +342 New
ACM
978
AUA Capital Management
Pennsylvania
$13K – – –
EWM
979
Endurance Wealth Management
Rhode Island
$13K – – –
AIA
980
Alera Investment Advisors
Illinois
$13K +$5.68K +135 +76%
WCM
981
WealthBridge Capital Management
Ohio
$11K -$1.01K -24 -9%
HCM
982
Hilton Capital Management
New York
$11K – – –
CHP
983
Cable Hill Partners
Oregon
$11K +$1.89K +45 +21%
AWMF
984
Arbor Wealth Management (Florida)
Florida
$11K +$11.2K +266 New
QCIG
985
Quad-Cities Investment Group
Iowa
$10K -$6.48K -154 -40%
MCM
986
MV Capital Management
Maryland
$10K – – –
WEC
987
Winslow Evans & Crocker
Massachusetts
$10K +$2.61K +62 +41%
AC
988
Avestar Capital
New York
$10K +$2.86K +68 +34%
TFGT
989
TS Financial Group (TSFG)
Illinois
$10K +$9.76K +232 New
KFS
990
Kelly Financial Services
Massachusetts
$9.16K +$9.13K +217 New
PP
991
PagnatoKarp Partners
Virginia
$9K -$2.4K -57 -22%
FMP
992
Financial Management Professionals
Texas
$9K – – –
QAM
993
QCI Asset Management
New York
$9K – – –
LA
994
Legacy Advisors
Pennsylvania
$9K +$9.17K +218 New
JWM
995
Janiczek Wealth Management
Colorado
$8K – – –
LWM
996
Lenox Wealth Management
Ohio
$8K – – –
RAM
997
Riggs Asset Management
Pennsylvania
$8K – – –
SGAM
998
Smith Group Asset Management
Texas
$7K -$42.5K -1,010 -86%
FCB
999
First Command Bank
Texas
$7K -$4.5K -107 -40%
FCFS
1000
First Command Financial Services
Texas
$7K -$4.5K -107 -40%
38 39
40
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