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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2001
Paladin Advisory Group
Iowa
$184K – – –
GPI
2002
General Partner Inc
Pennsylvania
$176K – – –
MEG
2003
Millstone Evans Group
Colorado
$172K – – –
TFGT
2004
TS Financial Group (TSFG)
Illinois
$169K +$295 +2 +0.2%
ABWM
2005
Alpine Bank Wealth Management
Colorado
$167K – – –
WTA
2006
Washington Trust Advisors
Massachusetts
$166K +$10.5K +71 +7%
CAM
2007
Creekmur Asset Management
Illinois
$163K -$295 -2 -0.2%
PWMA
2008
Pension & Wealth Management Advisors
Massachusetts
$161K -$9.6K -65 -6%
SGK
2009
Steigerwald Gordon & Koch
Virginia
$161K +$149K +1,010 New
CB
2010
Centennial Bank
Arkansas
$159K – – –
CNBTD
2011
Citizens National Bank Trust Department
Mississippi
$159K – – –
FFWM
2012
Future Financial Wealth Management
Ohio
$159K – – –
MMG
2013
Monetary Management Group
Missouri
$159K – – –
SWA
2014
SOA Wealth Advisors
New York
$158K +$295 +2 +0.2%
BWL
2015
Bogart Wealth LLC
Virginia
$156K +$3.84K +26 +3%
MCM
2016
MV Capital Management
Maryland
$154K +$7.38K +50 +5%
CMA
2017
Cedar Mountain Advisors
Oregon
$154K +$16.7K +113 +13%
CSC
2018
Caldwell Sutter Capital
California
$152K – – –
OAJ
2019
Ogorek Anthony Joseph
New York
$150K +$1.33K +9 +1%
GG
2020
Gleason Group
Kentucky
$149K +$886 +6 +0.6%
RFS
2021
Richardson Financial Services
Massachusetts
$145K +$36K +244 +37%
WSC
2022
Wellington Shields & Co
New York
$145K – – –
FLP
2023
Financial Life Planners
Arizona
$143K +$133K +899 New
TIM
2024
Thompson Investment Management
Wisconsin
$141K – – –
CAM
2025
Chesapeake Asset Management
New York
$141K – – –
79 80
81
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