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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
576
Prospera Financial Services
Texas
$237K +$61.3K +134 +31%
OPS
577
Orion Portfolio Solutions
Nebraska
$236K +$256K +560 New
SI
578
Stephens Inc
Arkansas
$235K -$458 -1 -0.2%
GL
579
Graypoint LLC
New York
$235K +$19.2K +42 +8%
FFM
580
Forum Financial Management
Illinois
$232K -$16.9K -37 -6%
IGWM
581
ICA Group Wealth Management
Colorado
$232K +$11K +24 +5%
SFA
582
Sequoia Financial Advisors
Ohio
$226K -$12.8K -28 -5%
HWM
583
HB Wealth Management
Georgia
$224K +$243K +531 New
SCM
584
Shelton Capital Management
Colorado
$215K -$9.15K -20 -4%
EWA
585
EverSource Wealth Advisors
Alabama
$214K +$19.2K +42 +9%
GHAM
586
Gilman Hill Asset Management
Connecticut
$211K +$229K +500 New
CS
587
Comerica Securities
Michigan
$208K -$24.3K -53 -10%
PGCM
588
Prescott Group Capital Management
Oklahoma
$207K – – –
UC
589
Unio Capital
New Jersey
$205K +$222K +485 New
IAA
590
Independent Advisor Alliance
North Carolina
$204K +$221K +483 New
FT
591
Fiduciary Trust
Massachusetts
$204K +$222K +484 New
PCS
592
Personal CFO Solutions
New Jersey
$202K +$220K +480 New
PSP
593
Principal Street Partners
Tennessee
$201K +$218K +476 New
TFS
594
Thoroughbred Financial Services
Tennessee
$201K +$219K +478 New
CCM
595
Copeland Capital Management
Pennsylvania
$197K -$48.5K -106 -18%
HFM
596
Harvest Fund Management
China
$196K +$6.87K +15 +3%
CAL
597
Capital Advisors Ltd
Ohio
$186K +$31.6K +69 +19%
WTC
598
WhitTier Trust Company
Nevada
$179K +$183K +400 +1,600%
ST
599
Smithfield Trust
Pennsylvania
$178K – – –
GRP
600
Global Retirement Partners
California
$178K +$916 +2 +0.5%
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