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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1976
Hilltop National Bank
Wyoming
$32.6K – – –
SC
1977
Solstein Capital
California
$32.2K – – –
AEPWM
1978
Atlantic Edge Private Wealth Management
Florida
$32.1K – – –
CW
1979
Curio Wealth
Maryland
$31.4K +$30.8K +250 New
MSG
1980
Main Street Group
Virginia
$30K – – –
Q1WB
1981
Quest 10 Wealth Builders
Virginia
$28.7K +$28.1K +228 New
GJIA
1982
Glass Jacobson Investment Advisors
Maryland
$28.6K +$5.05K +41 +22%
FWM
1983
FLP Wealth Management
Arkansas
$28.3K +$27.7K +225 New
RWM
1984
Ruedi Wealth Management
Illinois
$27.8K – – –
IWP
1985
IAG Wealth Partners
Wisconsin
$27.5K +$27K +219 New
FMTCOCP
1986
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
DWA
1987
Delos Wealth Advisors
Texas
$25.1K – – –
ECM
1988
Estabrook Capital Management
New York
$25.1K – – –
MDA
1989
Minot DeBlois Advisors
Massachusetts
$25.1K +$24.6K +200 New
PBK
1990
Peoples Bank (Kansas)
Kansas
$25.1K +$24.6K +200 New
BFS
1991
Bare Financial Services
Pennsylvania
$25K – – –
CAM
1992
Close Asset Management
United Kingdom
$25K – – –
AWM
1993
Abound Wealth Management
Tennessee
$24.3K +$493 +4 +2%
KSWA
1994
Kathleen S. Wright Associates
Pennsylvania
$24.1K – – –
NWMP
1995
Noble Wealth Management PBC
Colorado
$23.8K +$23.3K +189 New
AIC
1996
Archer Investment Corporation
Indiana
$23.7K +$246 +2 +1%
DF
1997
Dunhill Financial
United Kingdom
$23.6K +$8.74K +71 +61%
EPIMS
1998
Evelyn Partners Investment Management Services
$23.3K +$22.8K +185 New
BC
1999
Broadwater Capital
Massachusetts
$23K – – –
SVCP
2000
Silicon Valley Capital Partners
California
$23K +$123 +1 +0.5%
78 79
80
81 82