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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
601
Profund Advisors
Maryland
$722K +$22.2K +41 +3%
GL
602
Graypoint LLC
New York
$710K +$93.8K +173 +17%
BMC
603
Benin Management Corp
Connecticut
$708K – – –
EI
604
Ellevest Inc
New York
$699K -$84.6K -156 -12%
TA
605
Tectonic Advisors
Texas
$698K +$232K +427 +55%
FCP
606
Fidelis Capital Partners
Florida
$698K -$5.42K -10 -0.8%
TCA
607
Transcend Capital Advisors
New Jersey
$697K +$91.6K +169 +16%
DEA
608
DoubleLine ETF Adviser
Florida
$695K -$62.9K -116 -9%
HI
609
Horizon Investments
North Carolina
$691K -$48.3K -89 -7%
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$684K -$94.9K -175 -13%
WPC
611
Wedmont Private Capital
Pennsylvania
$684K +$44.5K +82 +8%
BC
612
Burney Company
Virginia
$671K +$103K +190 +20%
SQA
613
Simon Quick Advisors
New Jersey
$665K +$177K +327 +40%
RJT
614
Raymond James Trust
Florida
$656K -$16.8K -31 -3%
DAS
615
Diversify Advisory Services
Utah
$650K +$169K +311 +41%
PP
616
Paloma Partners
Connecticut
$641K +$596K +1,100 New
PAS
617
Point72 Asia (Singapore)
Singapore
$641K +$596K +1,099 New
LA
618
Legacy Advisors
Pennsylvania
$640K +$9.76K +18 +2%
CFG
619
Citizens Financial Group
Rhode Island
$632K +$202K +373 +52%
AFCM
620
Applied Finance Capital Management
Puerto Rico
$632K -$13.6K -25 -2%
ORI
621
Oak Ridge Investments
Illinois
$630K -$12.5K -23 -2%
RA
622
RFG Advisory
Alabama
$630K +$16.8K +31 +3%
SLG
623
Stanley-Laman Group
Pennsylvania
$617K -$7.05K -13 -1%
BFS
624
Bradley Foster & Sargent
Connecticut
$614K +$19K +35 +3%
IIC
625
Integrated Investment Consultants
Michigan
$610K +$567K +1,046 New
23 24
25
26 27