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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2001
TCI Wealth Advisors
Arizona
$288K +$17.3K +104 +7%
WIM
2002
Warwick Investment Management
Texas
$288K -$34.2K -205 -11%
HPM
2003
Hoxton Planning & Management
West Virginia
$287K -$5K -30 -2%
WTB
2004
Washington Trust Bank
Washington
$286K +$6.17K +37 +2%
MWM
2005
MinichMacGregor Wealth Management
New York
$285K +$268K +1,607 New
EBSAM
2006
Eubel Brady & Suttman Asset Management
Ohio
$285K – – –
GPFA
2007
Game Plan Financial Advisors
Ohio
$284K – – –
MFS
2008
McNamara Financial Services
Massachusetts
$284K – – –
OCM
2009
Objective Capital Management
Ohio
$284K – – –
1IA
2010
1834 Investment Advisors
Wisconsin
$284K -$84.2K -505 -24%
FCA
2011
FLC Capital Advisors
California
$283K – – –
TAM
2012
Titleist Asset Management
Texas
$281K +$5.84K +35 +2%
BWM
2013
Brown Wealth Management
Illinois
$280K +$13.5K +81 +5%
TFM
2014
TFC Financial Management
Massachusetts
$279K +$167 +1 +0.1%
PHS
2015
Pekin Hardy Strauss
Illinois
$279K -$19.5K -117 -7%
HNWA
2016
Henrickson Nauta Wealth Advisors
Michigan
$278K +$247K +1,483 New
SL
2017
Summitry LLC
California
$278K +$43.5K +261 +20%
NQWM
2018
Northwest Quadrant Wealth Management
Oregon
$278K +$500 +3 +0.2%
QPWM
2019
Quadrant Private Wealth Management
Pennsylvania
$277K +$261K +1,563 New
SGFG
2020
Silver Grove Financial Group
New York
$277K -$8.84K -53 -3%
REMPR
2021
Roof Eidam Maycock Peralta (REMP)
California
$277K – – –
GIA
2022
GHP Investment Advisors
Colorado
$276K +$6.84K +41 +3%
PFG
2023
Pinnacle Financial Group
Illinois
$276K +$18.3K +110 +8%
FWP
2024
Fiduciary Wealth Partners
Massachusetts
$276K -$5.34K -32 -2%
VFG
2025
Valley Financial Group
Pennsylvania
$275K -$2.5K -15 -1%
79 80
81
82 83