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Morgan Stanley

MS

Market cap $340B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	AWM 1976 Aries Wealth Management Portland, Maine	$303K	–	–	–
1977	BAM 1977 Brave Asset Management Summit, New Jersey	$302K	–	–	–
1978	IHL 1978 Investment House LLC Redondo Beach, California	$302K	–	–	–
1979	DE 1979 DV Equities Chicago, Illinois	$301K	+$283K	+1,698	New
1980	KIG 1980 Kennedy Investment Group West Depford, New Jersey	$301K	+$1.17K	+7	+0.4%
1981	DMBA 1981 Deseret Mutual Benefit Administrators Salt Lake City, Utah	$301K	-$10.8K	-65	-4%
1982	GPWM 1982 Grant Private Wealth Management Pleasanton, California	$300K	-$34K	-204	-11%
1983	RA 1983 Rise Advisors Rochester, New York	$300K	-$14.2K	-85	-5%
1984	CWM 1984 Centurion Wealth Management Mclean, Virginia	$299K	+$2.84K	+17	+1%
1985	RPSA 1985 Richard P. Slaughter Associates Austin, Texas	$299K	-$2.33K	-14	-0.8%
1986	LWM 1986 Liberty Wealth Management Oakland, California	$298K	+$22.2K	+133	+9%
1987	CCG 1987 Cypress Capital Group Palm Beach, Florida	$298K	-$12K	-72	-4%
1988	SPWM 1988 Schrum Private Wealth Management St. Augustine, Florida	$296K	+$500	+3	+0.2%
1989	VAG 1989 VisionPoint Advisory Group Dallas, Texas	$296K	+$29K	+174	+12%
1990	JIP 1990 Jaffetilchin Investment Partners Tampa, Florida	$296K	+$2.17K	+13	+0.8%
1991	CG 1991 CFO4Life Group Coppell, Texas	$296K	-$3.84K	-23	-1%
1992	BFO 1992 Biltmore Family Office Charlotte, North Carolina	$295K	–	–	–
1993	MGWM 1993 Marks Group Wealth Management Minnetonka, Minnesota	$294K	+$667	+4	+0.2%
1994	PSCM 1994 Per Stirling Capital Management Austin, Texas	$293K	-$500	-3	-0.2%
1995	BWCS 1995 Beirne Wealth Consulting Services Shelton, Connecticut	$292K	-$311K	-1,863	-53%
1996	AWA 1996 AGH Wealth Advisors Wichita, Kansas	$292K	-$25.7K	-154	-9%
1997	AAG 1997 Armstrong Advisory Group Needham, Massachusetts	$292K	+$1.17K	+7	+0.4%
1998	CCWM 1998 Cassaday & Co Wealth Management Mclean, Virginia	$292K	+$43.4K	+260	+19%
1999	PCH 1999 PGIM Custom Harvest Newark, New Jersey	$290K	+$35.4K	+212	+15%
2000	GGI 2000 Godsey & Gibb Inc Richmond, Virginia	$289K	–	–	–

Morgan Stanley MS Market cap $340B

Morgan Stanley

MS

Market cap $340B