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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMF
551
BI Asset Management Fondsmaeglerselskab
Denmark
$420K +$161K +330 +59%
OIA
552
OneDigital Investment Advisors
Kansas
$419K +$5.37K +11 +1%
P
553
Pitcairn
Pennsylvania
$414K +$2.93K +6 +0.7%
TC
554
TownSquare Capital
Utah
$407K +$87.3K +179 +26%
RA
555
RFG Advisory
Alabama
$403K +$11.7K +24 +3%
FTDI
556
First Trust Direct Indexing
Massachusetts
$402K -$79.5K -163 -16%
BC
557
Brookfield Corp
Ontario, Canada
$400K -$699K -1,433 -63%
TCBWMS
558
Texas Capital Bank Wealth Management Services
Texas
$399K +$488 +1 +0.1%
RJT
559
Raymond James Trust
Florida
$399K +$20.5K +42 +5%
WSFS
560
Wilmington Savings Fund Society
Delaware
$399K +$60K +123 +17%
SP
561
Symmetry Partners
Connecticut
$398K – – –
C
562
Certuity
Florida
$383K -$36.1K -74 -8%
BCFD
563
Boit C.F. David
$380K – – –
FP
564
Foundry Partners
Minnesota
$378K – – –
VCM
565
Virtue Capital Management
Tennessee
$378K -$139K -284 -26%
CWA
566
CM Wealth Advisors
Ohio
$375K -$1.41M -2,883 -81%
MNBTD
567
Moody National Bank Trust Division
Texas
$373K – – –
IEFM
568
IQ EQ Fund Management
Ireland
$370K -$28.3K -58 -7%
ERWM
569
Elk River Wealth Management
Colorado
$366K – – –
SFA
570
Sequoia Financial Advisors
Ohio
$365K +$488 +1 +0.1%
MYAM
571
Meiji Yasuda Asset Management
Japan
$364K – – –
CCA
572
Checchi Capital Advisers
California
$360K -$48.3K -99 -11%
GLR
573
Great Lakes Retirement
Ohio
$358K -$1.46K -3 -0.4%
AWP
574
Ascent Wealth Partners
New York
$357K +$80K +164 +28%
WEG
575
World Equity Group
Illinois
$354K +$368K +755 New
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