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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
576
Vestcor Inc
New Brunswick, Canada
$832K – – –
DWM
577
Diversify Wealth Management
Utah
$828K -$56.1K -100 -7%
AFG
578
Atomi Financial Group
New York
$819K -$27.5K -49 -3%
MWM
579
Mission Wealth Management
California
$804K +$24.7K +44 +3%
MB
580
MidFirst Bank
Oklahoma
$803K +$785K +1,400 New
EAM
581
Empirical Asset Management
Massachusetts
$802K +$3.37K +6 +0.4%
HHCP
582
Hilton Head Capital Partners
South Carolina
$800K +$782K +1,395 New
FAM
583
Fred Alger Management
New York
$799K -$83K -148 -10%
SFM
584
Signet Financial Management
New Jersey
$792K -$4.49K -8 -0.6%
PA
585
Pinnacle Associates
New York
$792K +$142K +254 +23%
LWM
586
Liberty Wealth Management
California
$782K -$292K -521 -28%
WPC
587
Wedmont Private Capital
Pennsylvania
$778K -$23K -41 -3%
PGFC
588
Peapack-Gladstone Financial Corp
New Jersey
$774K +$223K +397 +42%
MLL
589
Moody Lynn & Lieberson
Massachusetts
$763K -$42.1K -75 -5%
FFG
590
Fortune Financial Group
Florida
$762K +$702K +1,252 New
RCM
591
RB Capital Management
Nevada
$761K -$39.3K -70 -5%
VT
592
Vise Technologies
New York
$759K +$179K +319 +32%
SC
593
Syon Capital
California
$752K +$67.3K +120 +10%
BPA
594
Beacon Pointe Advisors
California
$742K -$15.1K -27 -2%
SS
595
SBI Securities
Japan
$742K -$68.4K -122 -9%
QPBE
596
Quintet Private Bank (Europe)
Luxembourg
$737K – – –
DWM
597
Ducere Wealth Management
California
$737K +$720K +1,284 New
RAM
598
Reflection Asset Management
South Carolina
$730K +$713K +1,272 New
BWM
599
BAM Wealth Management
Colorado
$722K -$52.7K -94 -7%
GS
600
GTS Securities
Florida
$713K +$403K +719 +137%
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