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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
526
Frank Rimerman Advisors
California
$1.1M +$8.97K +16 +0.8%
UBP
527
Union Bancaire Privee
Switzerland
$1.1M +$389K +694 +59%
GAM
528
Groupama Asset Management
France
$1.09M -$90.3K -161 -8%
AUB
529
Atlantic Union Bankshares
Virginia
$1.09M -$29.2K -52 -3%
FAM
530
Fulcrum Asset Management
United Kingdom
$1.09M -$30.8K -55 -3%
RIM
531
Redwood Investment Management
Arizona
$1.09M +$1.06M +1,897 New
EPIMS
532
Evelyn Partners Investment Management Services
$1.08M +$65.6K +117 +7%
TSW
533
Three Seasons Wealth
Utah
$1.08M +$561 +1 +0.1%
DCM
534
Donaldson Capital Management
Indiana
$1.08M -$182K -325 -15%
BG
535
BDF Gestion
France
$1.07M -$70.1K -125 -6%
BCM
536
Boreal Capital Management
Florida
$1.07M +$218K +389 +26%
PCIA
537
Prime Capital Investment Advisors
Kansas
$1.05M +$17.4K +31 +2%
GWP
538
Gen-Wealth Partners
Michigan
$1.05M +$55K +98 +6%
OAM
539
Ostrum Asset Management
France
$1.04M -$228K -407 -18%
AWAU
540
Alliance Wealth Advisors (Utah)
Utah
$1.04M -$868K -1,547 -46%
ECM
541
Everence Capital Management
Indiana
$1.03M – – –
STA
542
Summit Trail Advisors
New York
$1.02M -$375K -669 -27%
SCA
543
Snowden Capital Advisors
New York
$1.02M -$151K -269 -13%
LA
544
LVW Advisors
New York
$1M -$11.2K -20 -1%
SCI
545
Stableford Capital II
Arizona
$991K -$31.4K -56 -3%
IFWM
546
Institute for Wealth Management
Colorado
$991K -$23.6K -42 -2%
HCA
547
Harbor Capital Advisors
Illinois
$981K -$1.12K -2 -0.1%
TCWA
548
Turtle Creek Wealth Advisors
Texas
$968K +$730K +1,302 +338%
SC
549
SummitTX Capital
Texas
$963K +$942K +1,679 New
BP
550
Ballentine Partners
Massachusetts
$962K -$6.73K -12 -0.7%
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