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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIEC
1951
Crédit Industriel et Commercial
France
$141K -$927K -7,545 -88%
CB
1952
Centennial Bank
Arkansas
$141K – – –
CNBTD
1953
Citizens National Bank Trust Department
Mississippi
$141K – – –
FFWM
1954
Future Financial Wealth Management
Ohio
$141K – – –
MMG
1955
Monetary Management Group
Missouri
$141K – – –
SWA
1956
SOA Wealth Advisors
New York
$140K -$3.19K -26 -3%
WTA
1957
Washington Trust Advisors
Massachusetts
$137K +$14.6K +119 +14%
NC
1958
NewSquare Capital
Pennsylvania
$135K +$64K +521 +119%
CSC
1959
Caldwell Sutter Capital
California
$135K -$2.46K -20 -2%
BWL
1960
Bogart Wealth LLC
Virginia
$135K -$25.4K -207 -18%
MSWA
1961
Marshall & Sterling Wealth Advisors
New York
$133K – – –
GG
1962
Gleason Group
Kentucky
$131K +$860 +7 +0.8%
OAJ
1963
Ogorek Anthony Joseph
New York
$131K +$21.5K +175 +23%
FFC
1964
First Financial Corp
Indiana
$130K – – –
MCM
1965
MV Capital Management
Maryland
$130K -$123 -1 -0.1%
WSC
1966
Wellington Shields & Co
New York
$128K +$24.6K +200 +28%
HCM
1967
Hollencrest Capital Management
California
$126K +$368 +3 +0.3%
TIM
1968
Thompson Investment Management
Wisconsin
$125K -$22.5K -183 -17%
CAM
1969
Chesapeake Asset Management
New York
$125K -$22.7K -185 -17%
CWM
1970
Cranbrook Wealth Management
Michigan
$123K +$11.4K +93 +12%
JSAM
1971
J. Safra Asset Management
New York
$123K – – –
CW
1972
Cooksen Wealth
Texas
$122K -$4.67K -38 -4%
CMA
1973
Cedar Mountain Advisors
Oregon
$120K +$614 +5 +0.6%
HDIM
1974
Hanson & Doremus Investment Management
Vermont
$114K – – –
HFM
1975
Hartford Financial Management
Connecticut
$114K -$13.4K -109 -12%
77 78
79
80 81