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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
376
Fernwood Investment Management
Massachusetts
$754K +$93.7K +331 +15%
WANY
377
Wealthspire Advisors (New York)
New York
$753K +$445K +1,570 +152%
GI
378
GAMCO Investors
Connecticut
$744K +$730K +2,576 New
KRSITF
379
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$742K +$159K +562 +28%
TRCT
380
Tower Research Capital (TRC)
New York
$736K +$700K +2,471 +3,251%
NB
381
Norinchukin Bank
Japan
$722K -$743K -2,625 -51%
RA
382
Rational Advisors
New York
$702K -$192K -677 -22%
CI
383
Cigna Investments
Connecticut
$696K +$42.5K +150 +7%
GCM
384
Gunderson Capital Management
South Carolina
$676K +$662K +2,338 New
DCM
385
Davidson Capital Management
Texas
$674K +$660K +2,331 New
TW
386
Transform Wealth
Colorado
$654K -$147K -520 -19%
WMA
387
Wealth Management Associates
New Jersey
$653K -$241K -851 -27%
PNC
388
Park National Corp
Ohio
$652K -$110K -388 -15%
BRWA
389
B. Riley Wealth Advisors
Florida
$637K -$19.8K -70 -3%
CS
390
Comerica Securities
Michigan
$637K +$259K +914 +71%
NA
391
Navellier & Associates
Nevada
$625K +$33.4K +118 +6%
PAG
392
Private Advisor Group
New Jersey
$622K +$251K +888 +70%
LIA
393
LS Investment Advisors
Michigan
$619K -$154K -544 -20%
MWM
394
MorganRosel Wealth Management
Colorado
$616K -$270K -955 -31%
MAFM
395
Mid Atlantic Financial Management
Pennsylvania
$604K +$592K +2,089 New
SLAM
396
Swiss Life Asset Management
$598K +$586K +2,068 New
BO
397
BRR OpCo
Ohio
$581K +$32K +113 +6%
PP
398
Paloma Partners
Connecticut
$579K -$2.4M -8,460 -81%
EWA
399
Exencial Wealth Advisors
Oklahoma
$578K – – –
TAM
400
Tocqueville Asset Management
New York
$578K – – –
14 15
16
17 18