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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
Pinnacle Associates
New York
$732K -$1.12K -2 -0.2%
RCA
552
Roberts Capital Advisors
Colorado
$725K +$727K +1,293 New
HI
553
Horizon Investments
North Carolina
$708K +$2.81K +5 +0.4%
EI
554
Ellevest Inc
New York
$706K +$28.1K +50 +4%
BA
555
Birinyi Associates
Connecticut
$703K -$477K -849 -40%
SW
556
SteelPeak Wealth
California
$702K +$29.8K +53 +4%
S
557
SignatureFD
Georgia
$690K +$35.4K +63 +5%
WPC
558
Wedmont Private Capital
Pennsylvania
$689K -$1.69K -3 -0.2%
DTL
559
Dynamic Technology Lab
Singapore
$687K +$689K +1,226 New
PA
560
Profund Advisors
Maryland
$685K +$92.8K +165 +16%
WANY
561
Wealthspire Advisors (New York)
New York
$683K +$419K +745 +158%
HCA
562
Harbor Capital Advisors
Illinois
$682K +$12.9K +23 +2%
BFS
563
Bradley Foster & Sargent
Connecticut
$681K -$260K -463 -28%
QPBE
564
Quintet Private Bank (Europe)
Luxembourg
$670K -$92.2K -164 -14%
WWP
565
WR Wealth Planners
Missouri
$655K +$10.1K +18 +2%
SEC
566
Seven Eight Capital
New York
$650K +$225K +401 +53%
IFWM
567
Institute for Wealth Management
Colorado
$646K -$3.37K -6 -0.5%
QIM
568
Quantitative Investment Management
Virginia
$643K -$2.85M -5,062 -82%
MFG
569
Menard Financial Group
Texas
$632K +$168K +299 +36%
FCP
570
Fidelis Capital Partners
Florida
$625K +$61.8K +110 +11%
BPA
571
Beacon Pointe Advisors
California
$619K -$181K -322 -23%
ORI
572
Oak Ridge Investments
Illinois
$616K -$79.3K -141 -11%
MYAM
573
Meiji Yasuda Asset Management
Japan
$614K +$112K +200 +22%
EFMH
574
E Fund Management (HK)
Hong Kong
$613K +$498K +886 +426%
RA
575
RFG Advisory
Alabama
$609K +$25.3K +45 +4%
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