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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
476
Chartwell Investment Partners
Pennsylvania
$1.25M -$131K -233 -9%
PMG
477
ProVise Management Group
Florida
$1.25M -$16.9K -30 -1%
MFG
478
Monumental Financial Group
Maryland
$1.25M -$46.1K -82 -4%
YIH
479
Y-Intercept (HK)
Hong Kong
$1.25M +$1.04M +1,846 +490%
PC
480
Pier Capital
Connecticut
$1.24M +$17.4K +31 +1%
AI
481
AXS Investments
New York
$1.23M -$111K -198 -8%
DC
482
Dantai Capital
Hong Kong
$1.22M -$493K -877 -29%
CCM
483
Coldstream Capital Management
Washington
$1.22M -$59K -105 -5%
GLAM
484
Gardner Lewis Asset Management
Pennsylvania
$1.2M +$1.21M +2,150 New
CPBTD
485
Central Pacific Bank - Trust Division
Hawaii
$1.2M +$1.22M +2,167 New
PWM
486
Palumbo Wealth Management
New York
$1.2M +$273K +485 +29%
GLA
487
Great Lakes Advisors
Illinois
$1.16M +$48.3K +86 +4%
GAM
488
Groupama Asset Management
France
$1.12M -$731K -1,300 -59%
GSC
489
Grey Street Capital
Illinois
$1.12M +$1.12M +1,993 New
NA
490
Navellier & Associates
Nevada
$1.09M +$31.5K +56 +3%
BS
491
Banco Santander
Spain
$1.08M -$1.93M -3,435 -64%
AWS
492
Atria Wealth Solutions
New York
$1.07M -$155K -275 -13%
LTAS
493
Linden Thomas Advisory Services
North Carolina
$1.06M +$57.3K +102 +6%
LWM
494
Liberty Wealth Management
California
$1.05M – – –
KWA
495
Kingswood Wealth Advisors
California
$1.05M +$8.99K +16 +0.9%
SFA
496
Sequoia Financial Advisors
Ohio
$1.05M -$1.38M -2,458 -57%
A
497
AlphaQuest
New York
$1.04M +$358K +636 +52%
WWS
498
Wellington Wealth Strategies
Indiana
$1.04M -$489K -870 -32%
DDC
499
DF Dent & Co
Maryland
$1.03M +$84.9K +151 +9%
BWM
500
Buckley Wealth Management
Nevada
$1.03M – – –
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