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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
551
Horizon Investments
North Carolina
$708K +$2.81K +5 +0.4%
EI
552
Ellevest Inc
New York
$706K +$28.1K +50 +4%
BA
553
Birinyi Associates
Connecticut
$703K -$477K -849 -40%
SW
554
SteelPeak Wealth
California
$702K +$29.8K +53 +4%
S
555
SignatureFD
Georgia
$690K +$35.4K +63 +5%
WPC
556
Wedmont Private Capital
Pennsylvania
$689K -$1.69K -3 -0.2%
DTL
557
Dynamic Technology Lab
Singapore
$687K +$689K +1,226 New
PA
558
Profund Advisors
Maryland
$685K +$92.8K +165 +16%
WANY
559
Wealthspire Advisors (New York)
New York
$683K +$419K +745 +158%
HCA
560
Harbor Capital Advisors
Illinois
$682K +$12.9K +23 +2%
BFS
561
Bradley Foster & Sargent
Connecticut
$681K -$260K -463 -28%
QPBE
562
Quintet Private Bank (Europe)
Luxembourg
$670K -$92.2K -164 -14%
WWP
563
WR Wealth Planners
Missouri
$655K +$10.1K +18 +2%
SEC
564
Seven Eight Capital
New York
$650K +$225K +401 +53%
IFWM
565
Institute for Wealth Management
Colorado
$646K -$3.37K -6 -0.5%
QIM
566
Quantitative Investment Management
Virginia
$643K -$2.85M -5,062 -82%
MFG
567
Menard Financial Group
Texas
$632K +$168K +299 +36%
FCP
568
Fidelis Capital Partners
Florida
$625K +$61.8K +110 +11%
BPA
569
Beacon Pointe Advisors
California
$619K -$181K -322 -23%
ORI
570
Oak Ridge Investments
Illinois
$616K -$79.3K -141 -11%
MYAM
571
Meiji Yasuda Asset Management
Japan
$614K +$112K +200 +22%
EFMH
572
E Fund Management (HK)
Hong Kong
$613K +$498K +886 +426%
RA
573
RFG Advisory
Alabama
$609K +$25.3K +45 +4%
SIA
574
Schechter Investment Advisors
Michigan
$608K +$43.8K +78 +8%
SAG
575
SageView Advisory Group
California
$601K +$3.12M +5,554 +671%
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