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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
651
GeoWealth Management
Illinois
$380K +$194K +390 +98%
ERWM
652
Elk River Wealth Management
Colorado
$376K – – –
DAS
653
Diversify Advisory Services
Utah
$374K +$379K +764 New
TA
654
Tectonic Advisors
Texas
$371K +$382K +770 New
OFS
655
OneAscent Financial Services
Alabama
$369K +$113K +227 +42%
ETC
656
Exchange Traded Concepts
Oklahoma
$367K +$65K +131 +21%
PCM
657
Permanent Capital Management
Illinois
$367K +$316K +636 New
SMA
658
Sage Mountain Advisors
Georgia
$360K +$109K +220 +42%
TWC
659
TD Waterhouse Canada
Ontario, Canada
$360K +$261K +527 +236%
SC
660
Syon Capital
California
$359K +$19.4K +39 +6%
NRD
661
Nebula Research & Development
New York
$358K +$369K +744 New
CCA
662
Checchi Capital Advisers
California
$355K -$16.4K -33 -4%
SWA
663
SFMG Wealth Advisors
Texas
$355K -$496 -1 -0.1%
WSFS
664
Wilmington Savings Fund Society
Delaware
$351K -$61K -123 -14%
WP
665
Woodline Partners
California
$349K -$32.7K -66 -8%
QCG
666
Quadrant Capital Group
Ohio
$349K +$27.8K +56 +8%
EDRH
667
Edmond de Rothschild Holding
Switzerland
$346K -$533K -1,074 -60%
CFG
668
Citizens Financial Group
Rhode Island
$343K +$353K +712 New
FTWA
669
Fifth Third Wealth Advisors
Ohio
$342K +$352K +710 New
CWM
670
Connecticut Wealth Management
Connecticut
$340K -$148K -298 -30%
ITFISA
671
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$337K -$149K -300 -30%
DS
672
DRW Securities
Illinois
$332K +$342K +690 New
BHPW
673
Beverly Hills Private Wealth
California
$332K -$28.3K -57 -8%
STA
674
Summit Trail Advisors
New York
$331K +$86.3K +174 +34%
GWP
675
Gen-Wealth Partners
Michigan
$330K +$103K +208 +44%
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