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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
1976
Tower Bridge Advisors
Pennsylvania
$389K +$369K +1,861 New
SPC
1977
Spirepoint Private Client
Florida
$389K – – –
TWM
1978
TopTier Wealth Management
Wisconsin
$389K +$990 +5 +0.3%
GIM
1979
Gold Investment Management
Alberta, Canada
$388K – – –
W
1980
Wealthquest
Ohio
$387K +$95.4K +482 +35%
MWM
1981
Maltin Wealth Management
New Jersey
$387K +$20.4K +103 +6%
PWA
1982
Provenance Wealth Advisors
Florida
$387K +$278K +1,406 +317%
BWM
1983
BKM Wealth Management
Wisconsin
$386K – – –
PSCM
1984
Per Stirling Capital Management
Texas
$386K +$3.56K +18 +1%
ML
1985
Mayport LLC
Massachusetts
$385K +$365K +1,844 New
OCM
1986
Objective Capital Management
Ohio
$385K – – –
PA
1987
Planning Alternatives
Michigan
$384K +$364K +1,839 New
EW
1988
Expressive Wealth
Illinois
$384K – – –
GHA
1989
Granite Harbor Advisors
Texas
$384K -$16.8K -85 -4%
KBFS
1990
Kohmann Bosshard Financial Services
Ohio
$382K -$396 -2 -0.1%
PK
1991
Pflug Koory
Nebraska
$381K – – –
NWM
1992
Nolet Wealth Management
Texas
$381K – – –
GWM
1993
GDS Wealth Management
Texas
$381K +$361K +1,821 New
GKWIM
1994
Gerber Kawasaki Wealth & Investment Management
California
$380K +$36K +182 +11%
VHAM
1995
Van Hulzen Asset Management
California
$380K -$21.4K -108 -6%
DWM
1996
Drive Wealth Management
Utah
$380K +$71.1K +359 +25%
BO
1997
Bank OZK
Arkansas
$379K +$10.5K +53 +3%
WCM
1998
Wedge Capital Management
North Carolina
$379K -$62.8K -317 -15%
CWMK
1999
Caliber Wealth Management (Kansas)
Kansas
$379K -$38.8K -196 -10%
NSB
2000
Norway Savings Bank
Maine
$378K +$3.96K +20 +1%
78 79
80
81 82