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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Moran Wealth Management
Florida
$531K -$37.9K -67 -7%
AAMU
627
AEGON Asset Management (UK)
United Kingdom
$522K +$136K +240 +35%
HCPC
628
Hamilton Capital Partners (Canada)
$521K +$253K +448 +95%
OWP
629
ORG Wealth Partners
Texas
$517K +$20.9K +37 +4%
TAM
630
Trust Asset Management
Texas
$514K – – –
I
631
InceptionR
California
$512K -$859K -1,520 -63%
TIA
632
Tandem Investment Advisors
South Carolina
$507K +$505K +894 New
ECM
633
Element Capital Management
New York
$499K +$497K +880 New
EI
634
Ellevest Inc
New York
$497K +$55.4K +98 +13%
TRCT
635
Tower Research Capital (TRC)
New York
$495K -$1.03M -1,825 -68%
SWM
636
Salvus Wealth Management
New Jersey
$492K +$27.1K +48 +6%
SAI
637
Savvy Advisors Inc
New York
$489K +$196K +346 +67%
GWMR
638
GC Wealth Management RIA
Massachusetts
$489K +$263K +466 +118%
AF
639
Aviso Financial
Ontario, Canada
$487K +$9.61K +17 +2%
CPIG
640
Chicago Partners Investment Group
Illinois
$477K -$18.1K -32 -4%
ITFISA
641
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$476K -$33.4K -59 -7%
LOAMU
642
Lombard Odier Asset Management (USA)
New York
$474K +$473K +836 New
IIC
643
Integrated Investment Consultants
Michigan
$468K -$143K -253 -23%
CAM
644
Cresset Asset Management
Illinois
$466K +$66.7K +118 +17%
ERSOT
645
Employees Retirement System of Texas
Texas
$462K +$103K +182 +29%
KCM
646
Kathmere Capital Management
Pennsylvania
$461K -$167K -295 -27%
OF
647
Optimize Financial
California
$460K +$84.8K +150 +23%
AI
648
AdvisorShares Investments
Maryland
$460K -$5.65K -10 -1%
BCFD
649
Boit C.F. David
$460K – – –
WJWM
650
Williams Jones Wealth Management
New York
$454K -$11.3K -20 -2%
24 25
26
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