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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
626
Burney Company
Virginia
$690K -$17.4K -30 -2%
HAG
627
HighPoint Advisor Group
Illinois
$686K +$79.1K +136 +12%
PCM
628
Prelude Capital Management
New York
$679K +$55.2K +95 +9%
NAM
629
NorthCrest Asset Manangement
Minnesota
$678K +$697K +1,199 New
TA
630
Tectonic Advisors
Texas
$677K – – –
AFG
631
Atomi Financial Group
New York
$674K +$56.4K +97 +9%
AO
632
Advisor OS
Illinois
$665K -$151K -260 -18%
STA
633
Summit Trail Advisors
New York
$665K +$63.9K +110 +10%
GL
634
Graypoint LLC
New York
$650K -$34.3K -59 -5%
FLPIM
635
F.L. Putnam Investment Management
Massachusetts
$649K -$16.9K -29 -2%
FCP
636
Fidelis Capital Partners
Florida
$645K -$8.14K -14 -1%
KIM
637
Kestra Investment Management
Texas
$644K +$157K +270 +31%
N
638
Numerai
California
$643K +$661K +1,137 New
PA
639
Profund Advisors
Maryland
$627K -$59.3K -102 -8%
IIC
640
Integrated Investment Consultants
Michigan
$624K +$9.3K +16 +1%
SI
641
Sava Infond
Slovenia
$622K – – –
AAM
642
Alken Asset Management
United Kingdom
$622K – – –
DAS
643
Diversify Advisory Services
Utah
$617K +$76.1K +131 +13%
AFCM
644
Applied Finance Capital Management
Puerto Rico
$608K +$625K +1,075 New
NS
645
NBC Securities
Alabama
$607K +$624K +1,074 New
PA
646
Pinnacle Associates
New York
$606K +$12.8K +22 +2%
BFG
647
Birch Financial Group
New Hampshire
$602K -$2.91K -5 -0.5%
SLG
648
Stanley-Laman Group
Pennsylvania
$598K – – –
GAM
649
Gotham Asset Management
New York
$598K +$615K +1,058 New
VWM
650
Venturi Wealth Management
Texas
$597K -$10.5K -18 -2%
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