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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2001
Iron Horse Wealth Management
Iowa
$22.9K – – –
PWMG
2002
Private Wealth Management Group
New Jersey
$22.4K – – –
AP
2003
Aspect Partners
Virginia
$22.3K – – –
CTA
2004
Colonial Trust Advisors
South Carolina
$22.1K – – –
HFS
2005
Hopwood Financial Services
Virginia
$22.1K +$21.7K +176 New
RTL
2006
Red Tortoise LLC
Georgia
$21.9K -$1.97K -16 -8%
SC
2007
Stephens Consulting
Michigan
$21.9K – – –
OP
2008
ORG Partners
Indiana
$21.9K -$4.19K -34 -16%
BCMLT
2009
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K -$15.4K -125 -43%
FPB
2010
First PREMIER Bank
South Dakota
$20K – – –
OW
2011
Olistico Wealth
Oklahoma
$19.4K – – –
MAS
2012
MPWM Advisory Solutions
Georgia
$19K +$18.6K +151 New
CFFP
2013
Center for Financial Planning
Michigan
$18.9K – – –
SAM
2014
Synergy Asset Management
Washington
$18.8K +$22.2K +180 New
AF
2015
Atala Financial
California
$18.7K +$18.4K +149 New
CAWM
2016
Capital A Wealth Management
Pennsylvania
$18.2K +$17.9K +145 New
1L
2017
10Elms LLP
Oklahoma
$18K +$17.6K +143 New
CPG
2018
Cornerstone Planning Group
New Jersey
$17.6K +$2.46K +20 +18%
AW
2019
Avion Wealth
Texas
$17K +$985 +8 +6%
HWP
2020
Highline Wealth Partners
California
$16.8K +$6.4K +52 +64%
RWM
2021
Raffa Wealth Management
District of Columbia
$16.1K +$2.09K +17 +15%
RDFA
2022
Ritter Daniher Financial Advisory
Ohio
$15.7K – – –
VFM
2023
Vision Financial Markets
Connecticut
$15.6K +$15.3K +124 New
OPTFSNA
2024
Old Point Trust & Financial Services N A
Virginia
$15K – – –
KTC
2025
Kentucky Trust Company
Kentucky
$15K +$14.7K +119 New
79 80
81
82 83