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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Close Asset Management
United Kingdom
$92K +$55.3K +450 +225%
EPAM
2002
Evelyn Partners Asset Management
$92K – – –
JWA
2003
JFS Wealth Advisors
Pennsylvania
$86.6K -$7.62K -62 -9%
LFA
2004
Livelsberger Financial Advisory
Ohio
$86.4K +$75.3K +613 New
PAM
2005
Parvin Asset Management
South Dakota
$84.5K +$68.9K +561 +1,438%
HCM
2006
Horrell Capital Management
Arkansas
$82.1K – – –
MIA
2007
MeadowBrook Investment Advisors
Michigan
$81K – – –
FUBT
2008
First United Bank & Trust
Maryland
$80K – – –
BL
2009
BFSG LLC
California
$78.9K – – –
SFA
2010
Semmax Financial Advisors
North Carolina
$78.5K – – –
MMCM
2011
Murphy & Mullick Capital Management
New York
$77.9K +$9.34K +76 +14%
CIAS
2012
CBIZ Investment Advisory Services
Ohio
$75.8K +$40.2K +327 +155%
DWA
2013
Delos Wealth Advisors
Texas
$74.8K +$65.2K +531 New
CW
2014
Curio Wealth
Maryland
$74.2K +$64.5K +525 +26,250%
AF
2015
Aviso Financial
Ontario, Canada
$73.2K +$2.46K +20 +4%
WA
2016
WPG Advisers
Maryland
$72.5K +$7.37K +60 +13%
GC
2017
Garde Capital
Washington
$72K +$31.6K +257 +101%
BCM
2018
Boreal Capital Management
Florida
$71K +$61.9K +504 New
PA
2019
Pineridge Advisors
Missouri
$70.4K +$61.4K +500 New
BGC
2020
Beutel, Goodman & Co
Ontario, Canada
$70K -$61.4K -500 -50%
SC
2021
Solstein Capital
California
$69.4K +$29.1K +237 +93%
AWM
2022
Activest Wealth Management
Florida
$69.3K -$38.4K -313 -39%
CFD
2023
Creative Financial Designs
Indiana
$68K -$6.26K -51 -10%
SL
2024
Salomon & Ludwin
Virginia
$67.9K – – –
AAG
2025
Accordant Advisory Group
Maryland
$66.2K – – –
79 80
81
82 83