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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
601
TRUE Private Wealth Advisors
Oregon
$419K +$96.5K +187 +34%
ZB
602
Zions Bancorporation
Utah
$419K +$17.6K +34 +5%
CG
603
Caprock Group
Idaho
$418K +$36.1K +70 +10%
SWA
604
SFMG Wealth Advisors
Texas
$417K -$1.03K -2 -0.3%
MA
605
MJP Associates
Connecticut
$416K +$81.6K +158 +27%
BBHC
606
Brown Brothers Harriman & Co
New York
$416K +$7.23K +14 +2%
TCBWMS
607
Texas Capital Bank Wealth Management Services
Texas
$414K -$22.7K -44 -6%
UM
608
UniSuper Management
Australia
$413K +$67.6K +131 +22%
VF
609
VitalStone Financial
Texas
$412K -$61.4K -119 -14%
MWM
610
Meridian Wealth Management
Kentucky
$404K -$71.2K -138 -16%
PCM
611
Penserra Capital Management
California
$398K -$72.8K -141 -17%
ITFISA
612
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$396K – – –
MG
613
Mather Group
Illinois
$394K -$34.1K -66 -9%
WCM
614
Weaver Capital Management
Georgia
$393K +$359K +695 New
QCG
615
Quadrant Capital Group
Ohio
$387K -$4.65K -9 -1%
GL
616
Graypoint LLC
New York
$383K +$50.1K +97 +17%
GC
617
Gilbert & Cook
Iowa
$380K +$52.1K +101 +18%
LA
618
Legacy Advisors
Pennsylvania
$376K +$9.29K +18 +3%
DADC
619
D.A. Davidson & Co
Montana
$372K +$22.2K +43 +7%
PWM
620
Perigon Wealth Management
California
$369K +$516 +1 +0.2%
AR
621
Apeiron RIA
Texas
$363K +$1.03K +2 +0.3%
KA
622
Kintegral Advisory
New York
$363K -$2.06K -4 -0.6%
VFA
623
Valeo Financial Advisors
Indiana
$360K +$47.5K +92 +17%
PA
624
Parallel Advisors
California
$360K -$4.13K -8 -1%
JF
625
JSF Financial
California
$358K -$25.8K -50 -7%
23 24
25
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