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MSCI

MSCI

Market cap $41B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
626	KWM 626 Kolinsky Wealth Management Ramsey, New Jersey	$289K	-$5.82K	-11	-2%
627	FFM 627 Forum Financial Management Lombard, Illinois	$287K	–	–	–
628	EH 628 Equitable Holdings New York	$286K	+$6.35K	+12	+2%
629	FC 629 Forte Capital Rochester, New York	$286K	-$149K	-281	-35%
630	SCM 630 Shelton Capital Management Denver, Colorado	$285K	–	–	–
631	WF 631 Wayfinding Financial Lynnwood, Washington	$280K	+$265K	+501	New
632	HS 632 HighVista Strategies Boston, Massachusetts	$280K	+$265K	+500	New
633	PGCM 633 Prescott Group Capital Management Tulsa, Oklahoma	$275K	–	–	–
634	CPW 634 Crestmont Private Wealth Houston, Texas	$270K	+$255K	+482	New
635	GA 635 Geller Advisors New York	$270K	+$255K	+482	New
636	RB 636 Renasant Bank Tupelo, Mississippi	$269K	+$254K	+480	New
637	IAA 637 Independent Advisor Alliance Charlotte, North Carolina	$267K	+$253K	+478	New
638	PCS 638 Personal CFO Solutions Chester, New Jersey	$265K	+$12.7K	+24	+5%
639	WCM 639 WealthBridge Capital Management Westerville, Ohio	$265K	+$1.06K	+2	+0.4%
640	AT 640 American Trust Lexington, Kentucky	$262K	-$13.8K	-26	-5%
641	TFS 641 Thoroughbred Financial Services Brentwood, Tennessee	$262K	–	–	–
642	LSA 642 Leonteq Securities AG Zurich, Switzerland	$261K	-$716K	-1,354	-74%
643	FT 643 Fiduciary Trust Boston, Massachusetts	$257K	-$13.2K	-25	-5%
644	GCM 644 Gallacher Capital Management Lone Tree, Colorado	$255K	+$241K	+456	New
645	NW 645 NewEdge Wealth Pittsburgh, Pennsylvania	$249K	+$235K	+445	New
646	SIA 646 Schechter Investment Advisors Birmingham, Michigan	$246K	+$233K	+440	New
647	CAL 647 Capital Advisors Ltd Shaker Heights, Ohio	$246K	+$1.06K	+2	+0.5%
648	ONB 648 Old National Bancorp Evansville, Indiana	$241K	–	–	–
649	WPW 649 Waldron Private Wealth Bridgeville, Pennsylvania	$239K	+$226K	+427	New
650	RCAG 650 Rehmann Capital Advisory Group Lansing, Michigan	$237K	+$224K	+423	New

MSCI MSCI Market cap $41B

MSCI

MSCI

Market cap $41B