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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
601
Legacy Advisors
Pennsylvania
$331K +$6.31K +12 +2%
NW
602
NewEdge Wealth
Pennsylvania
$331K +$67.3K +128 +25%
KA
603
Kintegral Advisory
New York
$331K – – –
PA
604
Parallel Advisors
California
$331K +$6.83K +13 +2%
LA
605
LBP AM
France
$328K +$111K +211 +49%
AR
606
Apeiron RIA
Texas
$328K +$16.3K +31 +5%
JF
607
Jump Financial
Illinois
$326K -$5.59M -10,639 -94%
CGL
608
Clarius Group LLC
Washington
$321K -$165K -314 -33%
SPC
609
Sigma Planning Corp
Michigan
$316K +$42.6K +81 +15%
DADC
610
D.A. Davidson & Co
Montana
$315K +$323K +614 New
BBA
611
Braun-Bostich & Associates
Pennsylvania
$309K +$316K +602 New
UM
612
UniSuper Management
Australia
$308K – – –
WWM
613
WJ Wealth Management
Arizona
$308K – – –
FMLI
614
Fukoku Mutual Life Insurance
Japan
$301K – – –
SW
615
SVB Wealth
Massachusetts
$298K -$6.31K -12 -2%
GL
616
Graypoint LLC
New York
$298K +$17.3K +33 +6%
MA
617
MJP Associates
Connecticut
$296K +$74.6K +142 +33%
FAM
618
Fenimore Asset Management
New York
$293K – – –
BL
619
Balentine LLC
Georgia
$293K +$10.5K +20 +4%
GC
620
Gilbert & Cook
Iowa
$293K +$300K +571 New
FP
621
Foundry Partners
Minnesota
$292K -$124K -236 -29%
JCM
622
J2 Capital Management
Michigan
$289K – – –
FHA
623
Flagship Harbor Advisors
Massachusetts
$288K +$18.4K +35 +7%
TPWA
624
TRUE Private Wealth Advisors
Oregon
$284K +$51.5K +98 +21%
VFA
625
Valeo Financial Advisors
Indiana
$280K +$57.8K +110 +25%
23 24
25
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