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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1976
SRH Advisors
Kansas
$113K +$614 +5 +0.6%
OIA
1977
Optimum Investment Advisors
Illinois
$113K – – –
PCC
1978
Park Circle Company
Maryland
$113K – – –
AWM
1979
Ameliora Wealth Management
Switzerland
$112K – – –
HWA
1980
HHM Wealth Advisors
Tennessee
$111K -$22K -179 -19%
MIM
1981
MTM Investment Management
South Carolina
$111K +$96.5K +786 New
GLF
1982
Groupe la Francaise
France
$108K +$24.2K +197 +34%
PMFA
1983
Plante Moran Financial Advisors
Michigan
$107K +$1.1K +9 +1%
TC
1984
Trust Company
Kansas
$106K – – –
OWP
1985
ORG Wealth Partners
Texas
$106K -$9.83K -80 -10%
MAM
1986
Meeder Asset Management
Ohio
$106K +$13.3K +108 +17%
FFO
1987
Fortitude Family Office
Arizona
$106K +$21.2K +173 +30%
SO
1988
Sierra Ocean
California
$104K +$2.7K +22 +3%
CT
1989
Clearstead Trust
Maine
$104K -$41.8K -340 -32%
KA
1990
Kozak & Associates
Colorado
$102K +$737 +6 +0.8%
GWP
1991
Gen-Wealth Partners
Michigan
$101K – – –
1M
1992
1248 Management
Missouri
$100K -$36.4K -296 -29%
DPW
1993
DiNuzzo Private Wealth
Pennsylvania
$99K +$37.7K +307 +78%
NSG
1994
Nalls Sherbakoff Group
Tennessee
$98.9K – – –
BIA
1995
Bell Investment Advisors
California
$94.9K +$8.97K +73 +12%
DI
1996
DAGCO Inc
Ohio
$94.8K +$75.3K +613 +1,022%
RS
1997
Rakuten Securities
Japan
$94.5K -$56.9K -463 -41%
RFS
1998
Richardson Financial Services
Massachusetts
$94.1K +$12.7K +103 +18%
HIMS
1999
Hager Investment Management Services
New Hampshire
$93.1K – – –
USB
2000
Union Savings Bank
Connecticut
$92.5K – – –
78 79
80
81 82