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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
2001
Foster Victor Wealth Advisors
South Carolina
$271K +$42.9K +248 +20%
CWM
2002
Centurion Wealth Management
Virginia
$271K -$7.1K -41 -2%
TFM
2003
TFC Financial Management
Massachusetts
$270K +$12.1K +70 +4%
JAG
2004
Journey Advisory Group
Kentucky
$270K -$323K -1,868 -53%
AAG
2005
Armstrong Advisory Group
Massachusetts
$270K -$1.21K -7 -0.4%
GKWIM
2006
Gerber Kawasaki Wealth & Investment Management
California
$270K -$41.6K -240 -13%
BLC
2007
Brown, Lisle/Cummings
Rhode Island
$269K +$17.8K +103 +7%
BL
2008
Balentine LLC
Georgia
$269K -$42.6K -246 -13%
BWAM
2009
Boyd Watterson Asset Management
Ohio
$269K -$98.7K -570 -26%
LFM
2010
LGT Fund Management
Liechtenstein
$268K -$144K -833 -34%
HIA
2011
HTG Investment Advisors
Connecticut
$268K +$282K +1,628 New
GGI
2012
Godsey & Gibb Inc
Virginia
$268K – – –
HPM
2013
Hoxton Planning & Management
West Virginia
$268K +$1.21K +7 +0.4%
MA
2014
MONECO Advisors
Connecticut
$267K +$281K +1,622 New
BWCS
2015
Beirne Wealth Consulting Services
Connecticut
$266K -$4.67K -27 -2%
EC
2016
EntryPoint Capital
New York
$266K -$73.2K -423 -21%
WAG
2017
Wallace Advisory Group
California
$266K -$33.9K -196 -11%
WHG
2018
Westwood Holdings Group
Texas
$266K -$32.5K -188 -10%
WTB
2019
Washington Trust Bank
Washington
$265K – – –
RPSA
2020
Richard P. Slaughter Associates
Texas
$265K -$12.8K -74 -4%
CCA
2021
Carrera Capital Advisors
Michigan
$264K -$23K -133 -8%
EBSAM
2022
Eubel Brady & Suttman Asset Management
Ohio
$264K – – –
GPFA
2023
Game Plan Financial Advisors
Ohio
$263K – – –
MFS
2024
McNamara Financial Services
Massachusetts
$263K – – –
NI
2025
Natural Investments
California
$263K +$61.1K +353 +28%
79 80
81
82 83