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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
551
GFG Capital
Florida
$419K – – –
QI
552
QS Investors
New York
$413K -$24.7K -63 -6%
CRCM
553
Corbett Road Capital Management
Virginia
$408K -$31.4K -80 -8%
CF
554
Copperwynd Financial
Arizona
$406K +$58.1K +148 +19%
WSFS
555
Wilmington Savings Fund Society
Delaware
$404K -$3.92K -10 -1%
HFM
556
Harvest Fund Management
China
$403K +$82K +209 +30%
FC
557
Forte Capital
New York
$402K – – –
WFC
558
Western Financial Corp
California
$399K +$352K +896 New
AO
559
Advisor OS
Illinois
$388K +$77.7K +198 +30%
SBH
560
Segall Bryant & Hamill
Illinois
$378K +$332K +845 New
CGL
561
Clarius Group LLC
Washington
$372K +$91.4K +233 +39%
FTDI
562
First Trust Direct Indexing
Massachusetts
$372K +$327K +833 New
SWA
563
SFMG Wealth Advisors
Texas
$369K +$324K +826 New
ZB
564
Zions Bancorporation
Utah
$368K -$89.8K -229 -22%
SCA
565
Snowden Capital Advisors
New York
$367K +$14.1K +36 +5%
PC
566
Pier Capital
Connecticut
$365K -$293K -747 -48%
IFWM
567
Institute for Wealth Management
Colorado
$362K +$318K +811 New
EF
568
Empirical Finance
Pennsylvania
$361K +$58.9K +150 +23%
BUB
569
BBVA USA Bancshares
Texas
$358K +$1.96K +5 +0.6%
FMT
570
First Mercantile Trust
Tennessee
$356K +$17.7K +45 +6%
MCM
571
MAI Capital Management
Ohio
$355K +$34.1K +87 +12%
IWA
572
Intercontinental Wealth Advisors
Texas
$354K +$311K +793 New
PIM
573
Perpetual Investment Management
Australia
$352K +$317K +807 New
CWA
574
Clarus Wealth Advisors
Arizona
$350K +$304K +775 New
ERWM
575
Elk River Wealth Management
Colorado
$348K +$306K +780 New
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