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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
601
Prelude Capital Management
New York
$720K +$750K +1,286 New
QPBE
602
Quintet Private Bank (Europe)
Luxembourg
$720K – – –
BC
603
Bridgefront Capital
Texas
$715K +$348K +596 +88%
TSW
604
Three Seasons Wealth
Utah
$711K -$272K -467 -27%
AC
605
AlphaCore Capital
California
$707K +$736K +1,262 New
IP
606
Intellectus Partners
California
$706K -$121K -208 -14%
CC
607
Centiva Capital
New York
$703K +$384K +658 +110%
GI
608
GAMMA Investing
California
$702K +$107K +183 +17%
SB
609
SIG Brokerage
New York
$702K +$732K +1,254 New
PCS
610
Personal CFO Solutions
New Jersey
$693K -$295K -506 -29%
FFG
611
Fortune Financial Group
Florida
$693K -$2.33K -4 -0.3%
AF
612
Aviso Financial
Ontario, Canada
$691K -$64.8K -111 -8%
GC
613
Guggenheim Capital
Illinois
$691K +$186K +318 +35%
CAM
614
Cypress Asset Management
Texas
$690K – – –
PCA
615
Pallas Capital Advisors
Massachusetts
$689K -$161K -276 -18%
RCM
616
RB Capital Management
Nevada
$685K -$51.3K -88 -7%
S
617
SignatureFD
Georgia
$682K – – –
HCA
618
Hardworking Capital Advisors
California
$675K -$8.75K -15 -1%
ASN
619
Advisory Services Network
Georgia
$674K +$139K +239 +25%
VWM
620
Valley Wealth Managers
New Jersey
$673K +$42K +72 +6%
AAM
621
Alken Asset Management
United Kingdom
$670K +$58.3K +100 +9%
TG
622
TCW Group
California
$670K +$12.3K +21 +2%
OAM
623
Oxford Asset Management
United Kingdom
$663K +$691K +1,184 New
PA
624
Pinnacle Associates
New York
$655K -$17.5K -30 -3%
CPW
625
Crestmont Private Wealth
Texas
$649K +$14.6K +25 +2%
23 24
25
26 27