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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2001
Entruity Wealth
California
$376K +$198 +1 +0.1%
WIM
2002
Warwick Investment Management
Texas
$376K +$18K +91 +5%
NCM
2003
Neumann Capital Management
California
$376K – – –
RC
2004
Reik & Co
New York
$376K – – –
FWP
2005
Flatrock Wealth Partners
California
$373K +$353K +1,784 New
SIA
2006
Strategic Investment Advisors
Michigan
$373K +$19.2K +97 +6%
FSAG
2007
Financial Solutions Advisory Group
Illinois
$372K +$89.1K +450 +37%
CD
2008
Chapin Davis
Maryland
$372K -$624K -3,150 -64%
BHIA
2009
Birch Hill Investment Advisors
Massachusetts
$370K -$19.8K -100 -5%
TAM
2010
Titleist Asset Management
Texas
$370K +$8.52K +43 +2%
WA
2011
WealthTrust Axiom
Pennsylvania
$370K – – –
MSWM
2012
Master's Wealth Management
Pennsylvania
$370K +$5.94K +30 +2%
1WA
2013
180 Wealth Advisors
Washington
$370K +$67.7K +342 +24%
HL
2014
HeadInvest LLC
Maine
$369K – – –
BWM
2015
Brown Wealth Management
Illinois
$367K +$6.34K +32 +2%
OCWP
2016
Owl Creek Wealth Partners
Colorado
$365K +$4.95K +25 +1%
KFA
2017
Krane Funds Advisors
New York
$365K -$58.6K -296 -15%
CPA
2018
Capital Performance Advisors
California
$364K -$217K -1,097 -39%
RA
2019
Rise Advisors
New York
$364K -$1.39K -7 -0.4%
BW
2020
BIP Wealth
Georgia
$363K +$99.6K +503 +41%
JWM
2021
JGP Wealth Management
Oregon
$363K -$88.3K -446 -20%
WAM
2022
Weatherly Asset Management
California
$362K – – –
FWP
2023
Falcon Wealth Planning
California
$362K +$14.1K +71 +4%
CCA
2024
Clearwater Capital Advisors
Illinois
$361K +$83.6K +422 +32%
CBT
2025
Central Bank & Trust
Kentucky
$361K -$7.92K -40 -2%
79 80
81
82 83