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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
501
LVW Advisors
New York
$643K +$658K +1,253 New
EI
502
Ellevest Inc
New York
$638K -$83.6K -159 -11%
SCA
503
Snowden Capital Advisors
New York
$633K +$22.1K +42 +4%
QIM
504
Quantitative Investment Management
Virginia
$627K +$643K +1,223 New
GS
505
GTS Securities
Florida
$627K +$642K +1,222 New
DEA
506
DoubleLine ETF Adviser
Florida
$625K +$20K +38 +3%
QPBE
507
Quintet Private Bank (Europe)
Luxembourg
$621K +$537K +1,021 +537%
NIMI
508
Natixis Investment Managers International
France
$620K +$50.4K +96 +9%
CCM
509
Coldstream Capital Management
Washington
$610K -$23.6K -45 -4%
PA
510
Pinnacle Associates
New York
$606K +$3.15K +6 +0.5%
BFS
511
Bradley Foster & Sargent
Connecticut
$606K – – –
WPC
512
Wedmont Private Capital
Pennsylvania
$603K +$119K +227 +24%
BWP
513
Balboa Wealth Partners
Arizona
$599K -$120K -229 -16%
IFWM
514
Institute for Wealth Management
Colorado
$599K +$525 +1 +0.1%
HCA
515
Harbor Capital Advisors
Illinois
$598K -$8.41K -16 -1%
SC
516
Scotia Capital
Ontario, Canada
$595K +$304K +578 +99%
OC
517
Oppenheimer & Co
New York
$593K +$607K +1,156 New
S
518
SignatureFD
Georgia
$593K +$40.5K +77 +7%
PC
519
Pier Capital
Connecticut
$587K -$12.6K -24 -2%
FMAEN1
520
Fund Management at Engine No 1
California
$580K +$45.7K +87 +8%
RC
521
Roundview Capital
New Jersey
$567K +$525 +1 +0.1%
CC
522
Centiva Capital
New York
$565K +$258K +491 +80%
AFA
523
Abacus FCF Advisors
Florida
$561K -$338K -643 -37%
AAM
524
Advisors Asset Management
Colorado
$559K +$5.25K +10 +0.9%
EA
525
Emerald Advisers
Pennsylvania
$558K +$572K +1,088 New
19 20
21
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