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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
601
Stevens Capital Management
Pennsylvania
$632K +$301K +534 +84%
CPW
602
Crestmont Private Wealth
Texas
$611K +$52.4K +93 +9%
VWM
603
Valley Wealth Managers
New Jersey
$609K -$9.02K -16 -1%
GBT
604
Grove Bank & Trust
Florida
$604K -$467K -828 -42%
GC
605
Gilbert & Cook
Iowa
$598K +$23.1K +41 +4%
UBP
606
Union Bancaire Privee
Switzerland
$596K -$414K -734 -39%
EPW
607
Evolve Private Wealth
California
$591K +$207K +367 +50%
XT
608
XTX Topco
Cayman Islands
$591K -$899K -1,595 -59%
AG
609
Ascent Group
Virginia
$587K +$165K +292 +37%
HNB
610
Huntington National Bank
Ohio
$586K +$7.33K +13 +1%
AAM
611
Alken Asset Management
United Kingdom
$585K – – –
GI
612
GAMMA Investing
California
$577K -$72.7K -129 -11%
CF
613
Centaurus Financial
California
$574K -$10.7K -19 -2%
SLG
614
Stanley-Laman Group
Pennsylvania
$570K – – –
VAS
615
Vestmark Advisory Solutions
Massachusetts
$569K -$557K -987 -48%
DADC
616
D.A. Davidson & Co
Montana
$568K -$39.5K -70 -6%
NS
617
NBC Securities
Alabama
$564K -$11.3K -20 -2%
N
618
Natixis
France
$562K -$619K -1,097 -51%
UWS
619
Unique Wealth Strategies
Illinois
$550K +$576K +1,021 New
NSUP
620
NLB Skladi upravljanje premozenja
$546K – – –
SAM
621
Sompo Asset Management
Japan
$544K -$73.3K -130 -11%
BFS
622
Bradley Foster & Sargent
Connecticut
$543K -$1.13K -2 -0.2%
ECM
623
Ebert Capital Management
California
$541K -$14.7K -26 -3%
TCWA
624
Turtle Creek Wealth Advisors
Texas
$539K -$387K -687 -41%
HA
625
Harbor Advisors
Florida
$539K – – –
23 24
25
26 27