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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
551
Qtron Investments
Massachusetts
$281K +$305K +667 New
AWS
552
Atria Wealth Solutions
New York
$275K -$282K -616 -49%
OIA
553
OneDigital Investment Advisors
Kansas
$275K -$2.75K -6 -0.9%
NIMI
554
Natixis Investment Managers International
France
$274K -$409K -894 -58%
AG
555
Algert Global
California
$274K +$297K +649 New
PWM
556
Perigon Wealth Management
California
$272K +$10.1K +22 +4%
EGM
557
Engineers Gate Manager
New York
$262K -$394K -860 -58%
SSG
558
Summit Securities Group
New York
$258K +$203K +443 +262%
MG
559
Mather Group
Illinois
$254K +$276K +602 New
WWM
560
WJ Wealth Management
Arizona
$253K – – –
CG
561
Cutler Group
California
$253K +$275K +600 New
APP
562
Alpha Paradigm Partners
Illinois
$253K +$275K +601 New
FHA
563
Flagship Harbor Advisors
Massachusetts
$248K -$4.12K -9 -2%
GBT
564
Grove Bank & Trust
Florida
$248K -$4.12K -9 -2%
VIA
565
Vident Investment Advisory
Georgia
$248K +$3.66K +8 +1%
MC
566
Maverick Capital
Texas
$248K +$269K +587 New
PRC
567
Pearl River Capital
Michigan
$246K -$275K -601 -51%
PWPS
568
Pinnacle Wealth Planning Services
Ohio
$244K +$1.37K +3 +0.5%
CIC
569
Chilton Investment Company
Connecticut
$243K -$19.2K -42 -7%
FAM
570
Fenimore Asset Management
New York
$241K – – –
BBHC
571
Brown Brothers Harriman & Co
New York
$240K -$50.8K -111 -16%
JAFL
572
Jay A. Fishman Ltd
Michigan
$238K – – –
CI
573
Conning Inc
Connecticut
$238K -$18.3K -40 -7%
AA
574
Ancora Advisors
Ohio
$238K -$1.83K -4 -0.7%
DF
575
Donoghue Forlines
Massachusetts
$237K -$591K -1,291 -70%
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