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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
626
Birch Financial Group
New Hampshire
$617K +$5.05K +9 +0.8%
HNB
627
Huntington National Bank
Ohio
$616K +$11.2K +20 +2%
AF
628
Allworth Financial
California
$616K +$10.1K +18 +2%
GC
629
Gilbert & Cook
Iowa
$613K +$3.37K +6 +0.6%
NS
630
NBC Securities
Alabama
$612K -$7.85K -14 -1%
CAM
631
Cresset Asset Management
Illinois
$612K +$138K +246 +30%
SLG
632
Stanley-Laman Group
Pennsylvania
$607K – – –
FAMI
633
Fideuram Asset Management (Ireland)
$605K +$583K +1,039 New
CPW
634
Crestmont Private Wealth
Texas
$597K +$22.4K +40 +4%
IWC
635
Integrated Wealth Concepts
Massachusetts
$584K -$816K -1,455 -59%
NSUP
636
NLB Skladi upravljanje premozenja
$581K +$568K +1,013 New
HAG
637
HighPoint Advisor Group
Illinois
$580K +$5.05K +9 +0.9%
BFS
638
Bradley Foster & Sargent
Connecticut
$579K +$1.12K +2 +0.2%
EI
639
Ellevest Inc
New York
$577K +$72.9K +130 +15%
BA
640
Birinyi Associates
Connecticut
$574K – – –
HA
641
Harbor Advisors
Florida
$574K – – –
BTWM
642
Baker Tilly Wealth Management
Wisconsin
$563K +$561 +1 +0.1%
SAM
643
Smartleaf Asset Management
Massachusetts
$560K -$72.4K -129 -12%
BA
644
Bridgewater Associates
Connecticut
$557K +$545K +971 New
EWM
645
Evercore Wealth Management
New York
$556K – – –
WFA
646
Wellspring Financial Advisors
Ohio
$555K +$542K +967 New
LCAM
647
London & Capital Asset Management
United Kingdom
$553K +$540K +963 New
OIA
648
OneDigital Investment Advisors
Kansas
$553K -$7.29K -13 -1%
JFG
649
Jefferies Financial Group
New York
$551K +$398K +710 +284%
BBHC
650
Brown Brothers Harriman & Co
New York
$550K +$101K +180 +23%
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