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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2001
Expressive Wealth
Illinois
$384K – – –
GHA
2002
Granite Harbor Advisors
Texas
$384K -$16.8K -85 -4%
KBFS
2003
Kohmann Bosshard Financial Services
Ohio
$382K -$396 -2 -0.1%
PK
2004
Pflug Koory
Nebraska
$381K – – –
NWM
2005
Nolet Wealth Management
Texas
$381K – – –
GWM
2006
GDS Wealth Management
Texas
$381K +$361K +1,821 New
GKWIM
2007
Gerber Kawasaki Wealth & Investment Management
California
$380K +$36K +182 +11%
VHAM
2008
Van Hulzen Asset Management
California
$380K -$21.4K -108 -6%
DWM
2009
Drive Wealth Management
Utah
$380K +$71.1K +359 +25%
BO
2010
Bank OZK
Arkansas
$379K +$10.5K +53 +3%
WCM
2011
Wedge Capital Management
North Carolina
$379K -$62.8K -317 -15%
CWMK
2012
Caliber Wealth Management (Kansas)
Kansas
$379K -$38.8K -196 -10%
NSB
2013
Norway Savings Bank
Maine
$378K +$3.96K +20 +1%
EW
2014
Entruity Wealth
California
$376K +$198 +1 +0.1%
WIM
2015
Warwick Investment Management
Texas
$376K +$18K +91 +5%
NCM
2016
Neumann Capital Management
California
$376K – – –
RC
2017
Reik & Co
New York
$376K – – –
FWP
2018
Flatrock Wealth Partners
California
$373K +$353K +1,784 New
SIA
2019
Strategic Investment Advisors
Michigan
$373K +$19.2K +97 +6%
FSAG
2020
Financial Solutions Advisory Group
Illinois
$372K +$89.1K +450 +37%
CD
2021
Chapin Davis
Maryland
$372K -$624K -3,150 -64%
BHIA
2022
Birch Hill Investment Advisors
Massachusetts
$370K -$19.8K -100 -5%
TAM
2023
Titleist Asset Management
Texas
$370K +$8.52K +43 +2%
WA
2024
WealthTrust Axiom
Pennsylvania
$370K – – –
MSWM
2025
Master's Wealth Management
Pennsylvania
$370K +$5.94K +30 +2%
79 80
81
82 83