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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
526
Grove Bank & Trust
Florida
$378K -$85.7K -204 -18%
PAM
527
Paradigm Asset Management
New York
$377K -$42K -100 -10%
CGL
528
Clarius Group LLC
Washington
$377K +$28.6K +68 +8%
NIMI
529
Natixis Investment Managers International
France
$369K +$50.8K +121 +16%
PIM
530
Perpetual Investment Management
Australia
$367K +$29.4K +70 +9%
CAM
531
Cresset Asset Management
Illinois
$365K +$365K +868 New
EF
532
Empirical Finance
Pennsylvania
$361K – – –
SBH
533
Segall Bryant & Hamill
Illinois
$361K +$6.72K +16 +2%
MYAM
534
Meiji Yasuda Asset Management
Japan
$354K +$155K +370 +78%
FTDI
535
First Trust Direct Indexing
Massachusetts
$353K +$3.36K +8 +1%
RJT
536
Raymond James Trust
Florida
$353K +$120K +285 +51%
SIM
537
Sentry Investment Management
Wisconsin
$350K -$1.68M -3,987 -83%
YIH
538
Y-Intercept (HK)
Hong Kong
$347K +$350K +832 New
SWA
539
SFMG Wealth Advisors
Texas
$346K – – –
BG
540
Bellevue Group
Switzerland
$342K -$155K -370 -31%
IP
541
Intellectus Partners
California
$329K -$87.8K -209 -21%
BUB
542
BBVA USA Bancshares
Texas
$328K -$9.66K -23 -3%
RA
543
RFG Advisory
Alabama
$328K +$329K +782 New
ERWM
544
Elk River Wealth Management
Colorado
$327K – – –
MFW
545
Meristem Family Wealth
Minnesota
$325K – – –
HSA
546
HBK Sorce Advisory
Pennsylvania
$304K +$4.2K +10 +1%
TI
547
Tidal Investments
Wisconsin
$302K +$112K +266 +59%
SFS
548
Sowell Financial Services
Arkansas
$301K +$10.5K +25 +4%
GC
549
GFG Capital
Florida
$291K -$102K -243 -26%
IWA
550
Intercontinental Wealth Advisors
Texas
$291K -$41.6K -99 -12%
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