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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
651
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K – – –
PFO
652
Pathstone Family Office
New Jersey
$233K +$235K +384 New
IA
653
IFP Advisors
Florida
$232K +$21.4K +35 +10%
JAM
654
JCIC Asset Management
Ontario, Canada
$230K – – –
CIA
655
Choate Investment Advisors
Massachusetts
$228K – – –
STC
656
Sarah T. Connolly
$228K +$229K +375 New
FANJ
657
Financial Architects (New Jersey)
New Jersey
$227K +$228K +373 New
ONB
658
Old National Bancorp
Indiana
$226K -$69K -113 -23%
ATPW
659
Ashton Thomas Private Wealth
Arizona
$225K +$226K +370 New
PGFC
660
Peapack-Gladstone Financial Corp
New Jersey
$224K +$225K +369 New
JG
661
Jefferies Group
New York
$223K -$81.9K -134 -27%
WP
662
WealthPLAN Partners
Nebraska
$219K +$6.11K +10 +3%
BCM
663
Buckhead Capital Management
Georgia
$219K +$220K +360 New
JCM
664
Jacobi Capital Management
Pennsylvania
$218K +$181K +296 +477%
GL
665
Graypoint LLC
New York
$218K +$219K +358 New
PFS
666
Prospera Financial Services
Texas
$217K +$218K +357 New
JF
667
Jump Financial
Illinois
$216K -$156K -256 -42%
GA
668
Geller Advisors
New York
$214K +$214K +351 New
TI
669
Trexquant Investment
Connecticut
$214K +$214K +351 New
LF
670
Lantz Financial
Illinois
$212K +$213K +348 New
CWM
671
Chesapeake Wealth Management
Virginia
$210K -$64.2K -105 -23%
CFO
672
Collective Family Office
Pennsylvania
$209K +$210K +343 New
TFS
673
Thoroughbred Financial Services
Tennessee
$209K +$210K +344 New
TW
674
TrinityPoint Wealth
Connecticut
$207K +$208K +341 New
BJ
675
Brouwer & Janachowski
California
$206K +$207K +339 New
25 26
27
28 29