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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SL
1976
Summitry LLC
California
$208K +$193K +1,306 New
NWA
1977
New World Advisors
Massachusetts
$207K +$193K +1,304 New
LMKC
1978
L.M. Kohn & Company
Ohio
$207K -$183K -1,238 -49%
PG
1979
Patten Group
Tennessee
$206K +$191K +1,296 New
CFS
1980
CRA Financial Services
New Jersey
$205K +$190K +1,288 New
CFG
1981
Carter Financial Group
Illinois
$204K +$190K +1,284 New
GWSG
1982
GPS Wealth Strategies Group
Colorado
$204K -$8.42K -57 -4%
HA
1983
Helium Advisors
Washington
$204K +$189K +1,282 New
LAIC
1984
Lederer & Associates Investment Counsel
California
$203K +$188K +1,275 New
SPWG
1985
Syntegra Private Wealth Group
Missouri
$203K +$188K +1,276 New
AWA
1986
Aletheian Wealth Advisors
Washington
$203K +$188K +1,274 New
FSC
1987
Full Sail Capital
Oklahoma
$202K +$188K +1,273 New
RCG
1988
Regatta Capital Group
California
$202K +$188K +1,271 New
CSA
1989
Cottage Street Advisors
Massachusetts
$202K +$187K +1,269 New
RWMG
1990
Redwood Wealth Management Group
New Jersey
$201K +$187K +1,265 New
FWP
1991
Falcon Wealth Planning
California
$201K +$186K +1,263 New
KCP
1992
Kera Capital Partners
California
$200K +$186K +1,259 New
SMC
1993
Smith, Moore & Co
Missouri
$200K +$186K +1,259 New
SCM
1994
Sunbeam Capital Management
Georgia
$200K +$186K +1,258 New
AIP
1995
Alexis Investment Partners
Texas
$199K +$185K +1,254 New
FMII
1996
Farmers & Merchants Investments Inc
Nebraska
$195K +$22.1K +150 +14%
RF
1997
Robinswood Financial
Washington
$191K
AI
1998
AXS Investments
New York
$191K +$177K +1,200 New
SAM
1999
Sherman Asset Management
California
$185K
CT
2000
Colonial Trust
South Carolina
$184K -$45.9K -311 -21%