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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
651
Independent Advisor Alliance
North Carolina
$243K +$3.11K +6 +1%
RCAG
652
Rehmann Capital Advisory Group
Michigan
$243K -$7.26K -14 -3%
FPA
653
First Pacific Advisors
California
$241K – – –
AIM
654
Anchor Investment Management
South Carolina
$240K -$2.07K -4 -0.8%
KCM
655
Kathmere Capital Management
Pennsylvania
$236K +$65.3K +126 +37%
FT
656
Fiduciary Trust
Massachusetts
$231K – – –
STC
657
Sarah T. Connolly
$231K – – –
IGWM
658
ICA Group Wealth Management
Colorado
$230K +$272K +524 New
KWM
659
Kolinsky Wealth Management
New Jersey
$229K +$32.2K +62 +16%
SFA
660
Sequoia Financial Advisors
Ohio
$228K +$53.4K +103 +29%
PCS
661
Personal CFO Solutions
New Jersey
$227K -$393K -758 -63%
BAM
662
Blueshift Asset Management
New Jersey
$225K -$5.15M -9,938 -96%
OPS
663
Orion Portfolio Solutions
Nebraska
$225K -$2.38M -4,584 -91%
HFM
664
Harvest Fund Management
China
$225K -$96.5K -186 -29%
WFI
665
West Family Investments
California
$225K +$9.85K +19 +4%
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$225K +$232K +448 New
QCG
667
Quadrant Capital Group
Ohio
$223K +$58.1K +112 +34%
WPC
668
Wedmont Private Capital
Pennsylvania
$219K +$219K +422 New
HWMA
669
Heritage Wealth Management (Arizona)
Arizona
$215K +$221K +427 New
TC
670
TownSquare Capital
Utah
$214K -$11.4M -21,946 -98%
ST
671
Smithfield Trust
Pennsylvania
$214K – – –
GCM
672
Gladius Capital Management
Illinois
$214K +$62.2K +120 +39%
JAM
673
JCIC Asset Management
Ontario, Canada
$213K – – –
FFM
674
Forum Financial Management
Illinois
$213K +$8.3K +16 +4%
JCM
675
Jacobi Capital Management
Pennsylvania
$212K +$32.7K +63 +18%
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