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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2001
Capital A Wealth Management
Pennsylvania
$17K +$129 +1 +0.7%
AW
2002
Avion Wealth
Texas
$17K – – –
1L
2003
10Elms LLP
Oklahoma
$16.7K – – –
PCM
2004
Penserra Capital Management
California
$15K -$405K -3,142 -96%
SC
2005
Stephens Consulting
Michigan
$14.6K -$6.31K -49 -28%
VFM
2006
Vision Financial Markets
Connecticut
$14.5K – – –
RWM
2007
Raffa Wealth Management
District of Columbia
$14.3K -$644 -5 -4%
DWM
2008
Dogwood Wealth Management
Kansas
$14.3K +$1.03K +8 +7%
KTC
2009
Kentucky Trust Company
Kentucky
$13.9K – – –
OPTFSNA
2010
Old Point Trust & Financial Services N A
Virginia
$13.9K – – –
FA
2011
Financial Avengers
California
$13.7K – – –
DF
2012
Dunhill Financial
United Kingdom
$13.5K -$9.15K -71 -38%
HNW
2013
High Note Wealth
Minnesota
$13.4K – – –
NA
2014
Nordwand Advisors
Pennsylvania
$13.2K – – –
GWS
2015
Greykasell Wealth Strategies
California
$13.1K +$14.4K +112 New
FPF
2016
First Pacific Financial
Washington
$13K +$14.3K +111 New
FFA
2017
Frazier Financial Advisors
Ohio
$12.7K – – –
VWA
2018
Valued Wealth Advisors
Utah
$12.7K +$515 +4 +4%
GCM
2019
Gables Capital Management
Florida
$12K – – –
NI
2020
NCP Inc
California
$11.8K – – –
FDW
2021
Fourth Dimension Wealth
Ohio
$11.7K +$4.51K +35 +54%
MWM
2022
Mascoma Wealth Management
New Hampshire
$11.7K +$12.9K +100 New
DWM
2023
Darwin Wealth Management
Florida
$11.3K – – –
MSFP
2024
Mark Sheptoff Financial Planning
Connecticut
$11.2K -$51.5K -400 -81%
HHGA
2025
Halbert Hargrove Global Advisors
California
$11.1K +$3.09K +24 +34%
79 80
81
82 83