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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
551
IQ EQ Fund Management
Ireland
$474K -$86.8K -164 -16%
BFA
552
BMS Financial Advisors
South Dakota
$474K +$2.65K +5 +0.6%
RA
553
RFG Advisory
Alabama
$467K -$529 -1 -0.1%
PRC
554
Pearl River Capital
Michigan
$459K -$404K -763 -48%
JF
555
JSF Financial
California
$458K +$19K +36 +5%
RJT
556
Raymond James Trust
Florida
$452K -$16.4K -31 -4%
FP
557
Foundry Partners
Minnesota
$451K -$6.88K -13 -2%
CG
558
Caprock Group
Idaho
$448K -$92.6K -175 -18%
AUB
559
Atlantic Union Bankshares
Virginia
$447K +$422K +798 New
MNBTD
560
Moody National Bank Trust Division
Texas
$445K – – –
GC
561
Gilbert & Cook
Iowa
$443K -$156K -294 -27%
ZB
562
Zions Bancorporation
Utah
$442K -$2.12K -4 -0.5%
BCFD
563
Boit C.F. David
$442K – – –
ERWM
564
Elk River Wealth Management
Colorado
$437K – – –
SFA
565
Sequoia Financial Advisors
Ohio
$434K +$12.2K +23 +3%
CM
566
Capula Management
Cayman Islands
$434K +$411K +776 New
MYAM
567
Meiji Yasuda Asset Management
Japan
$434K -$15.9K -30 -4%
JCM
568
J2 Capital Management
Michigan
$433K – – –
SC
569
Scotia Capital
Ontario, Canada
$432K +$83.1K +157 +26%
BHPW
570
Beverly Hills Private Wealth
California
$431K +$19.6K +37 +5%
BRWA
571
B. Riley Wealth Advisors
Florida
$431K -$4.23K -8 -1%
TW
572
Transform Wealth
Colorado
$430K -$29.1K -55 -7%
QCG
573
Quadrant Capital Group
Ohio
$430K +$44.4K +84 +12%
GLR
574
Great Lakes Retirement
Ohio
$429K +$405K +766 New
CAM
575
Cresset Asset Management
Illinois
$423K +$399K +755 New
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