We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1976
AGH Wealth Advisors
Kansas
$394K +$29.7K +150 +9%
ACC
1977
Acorn Creek Capital
Colorado
$393K -$5.54K -28 -1%
NG
1978
Novem Group
New York
$393K -$73.1K -369 -16%
PHAM
1979
Palisades Hudson Asset Management
Florida
$392K – – –
RRA
1980
Red Reef Advisors
Florida
$392K -$59.4K -300 -14%
OPCM
1981
Osborne Partners Capital Management
California
$392K – – –
CS
1982
Capital Square
Tennessee
$392K -$44.4K -224 -11%
DWS
1983
Discipline Wealth Solutions
South Carolina
$392K – – –
FWM
1984
Foguth Wealth Management
Michigan
$391K +$1.39K +7 +0.4%
VH
1985
Visionary Horizons
Tennessee
$391K +$370K +1,870 New
DOA
1986
D'Orazio & Associates
Virginia
$390K +$8.32K +42 +2%
TWP
1987
Tyche Wealth Partners
Texas
$390K +$10.1K +51 +3%
PMG
1988
ProVise Management Group
Florida
$389K -$34.5K -174 -9%
TBA
1989
Tower Bridge Advisors
Pennsylvania
$389K +$369K +1,861 New
SPC
1990
Spirepoint Private Client
Florida
$389K – – –
TWM
1991
TopTier Wealth Management
Wisconsin
$389K +$990 +5 +0.3%
GIM
1992
Gold Investment Management
Alberta, Canada
$388K – – –
W
1993
Wealthquest
Ohio
$387K +$95.4K +482 +35%
MWM
1994
Maltin Wealth Management
New Jersey
$387K +$20.4K +103 +6%
PWA
1995
Provenance Wealth Advisors
Florida
$387K +$278K +1,406 +317%
BWM
1996
BKM Wealth Management
Wisconsin
$386K – – –
PSCM
1997
Per Stirling Capital Management
Texas
$386K +$3.56K +18 +1%
ML
1998
Mayport LLC
Massachusetts
$385K +$365K +1,844 New
OCM
1999
Objective Capital Management
Ohio
$385K – – –
PA
2000
Planning Alternatives
Michigan
$384K +$364K +1,839 New
78 79
80
81 82