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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
626
Brown Brothers Harriman & Co
New York
$8K +$1.94K +6 +35%
FCA
627
FinTrust Capital Advisors
South Carolina
$7K – – –
BWM
628
BerganKDV Wealth Management
Minnesota
$7K +$6.47K +20 New
TL
629
TrueWealth LLC
Georgia
$6K -$4.53K -14 -44%
GWS
630
Glassman Wealth Services
Virginia
$6K +$2.91K +9 +113%
RWM
631
Raffa Wealth Management
District of Columbia
$5.01K +$1.62K +5 +50%
CFA
632
Carroll Financial Associates
North Carolina
$5K -$2.26K -7 -30%
FANJ
633
Financial Architects (New Jersey)
New Jersey
$5K +$1.94K +6 +75%
FMP
634
Financial Management Professionals
Texas
$5K +$5.17K +16 New
HWM
635
HighMark Wealth Management
Minnesota
$4K – – –
VCM
636
Versant Capital Management
Arizona
$4K +$1.94K +6 +75%
EWA
637
Evolution Wealth Advisors
Florida
$4K +$3.88K +12 New
BDWM
638
Brewin Dolphin Wealth Management
Ireland
$3.34K – – –
EAM
639
Eukles Asset Management
Ohio
$3K -$3.56K -11 -50%
EFSCE
640
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.62K -5 -38%
EWP
641
Engrave Wealth Partners
Texas
$3K -$970 -3 -25%
GWMIA
642
Global Wealth Management Investment Advisory
Florida
$3K – – –
SWM
643
Selective Wealth Management
Virginia
$3K – – –
SFSIG
644
San Francisco Sentry Investment Group
California
$2K -$9.05K -28 -85%
EW
645
Evoke Wealth
California
$2K – – –
HI
646
Hudock Inc
Pennsylvania
$2K – – –
JCM
647
Jacobi Capital Management
Pennsylvania
$2K +$1.62K +5 New
HIA
648
Harbor Investment Advisory
Maryland
$2K +$1.94K +6 New
SWA
649
Sutton Wealth Advisors
Florida
$1K +$970 +3 New
PWMG
650
Prestige Wealth Management Group
New Jersey
$1K -$1.94K -6 -67%
24 25
26
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