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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
601
HB Wealth Management
Georgia
$298K -$41.5K -85 -12%
LA
602
Legacy Advisors
Pennsylvania
$298K +$309K +634 New
PA
603
Parallel Advisors
California
$297K -$16.1K -33 -5%
SOS
604
Silver Oak Securities
Tennessee
$287K +$298K +611 New
CC
605
Centiva Capital
New York
$287K +$6.34K +13 +2%
VI
606
Versor Investments
New York
$286K +$297K +609 New
AR
607
Apeiron RIA
Texas
$285K +$13.2K +27 +5%
DS
608
DRW Securities
Illinois
$285K +$296K +607 New
XT
609
XTX Topco
Cayman Islands
$283K -$1.54M -3,160 -84%
QCM
610
Quantinno Capital Management
New York
$282K -$150K -308 -34%
UM
611
UniSuper Management
Australia
$282K +$293K +600 New
WWM
612
WJ Wealth Management
Arizona
$282K +$293K +600 New
EAM
613
Empirical Asset Management
Massachusetts
$278K +$289K +593 New
SW
614
SVB Wealth
Massachusetts
$278K -$44.9K -92 -13%
BRWA
615
B. Riley Wealth Advisors
Florida
$277K -$87.3K -179 -23%
FMLI
616
Fukoku Mutual Life Insurance
Japan
$275K – – –
MG
617
Meritage Group
California
$275K +$285K +585 New
SGI
618
Summit Global Investments
Utah
$273K +$284K +582 New
SC
619
Scotia Capital
Ontario, Canada
$273K -$92.7K -190 -25%
ONB
620
Old National Bancorp
Indiana
$271K +$71.2K +146 +34%
DGAM
621
Desjardins Global Asset Management
Quebec, Canada
$270K -$56.1K -115 -17%
BTWM
622
Baker Tilly Wealth Management
Wisconsin
$268K -$19K -39 -6%
FAM
623
Fenimore Asset Management
New York
$268K – – –
AC
624
Avory & Company
Florida
$267K +$278K +569 New
WA
625
Wealth Alliance
New York
$265K -$27.3K -56 -9%
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