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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
651
Cary Street Partners Investment Advisory
Virginia
$523K -$5.5M -10,149 -92%
CB
652
CNB Bank
Pennsylvania
$523K -$27.1K -50 -5%
MA
653
MJP Associates
Connecticut
$521K -$46.1K -85 -9%
AAM
654
Azzad Asset Management
Virginia
$506K +$231K +426 +96%
TFA
655
Toth Financial Advisory
Virginia
$500K +$241K +445 +108%
AF
656
Aviso Financial
Ontario, Canada
$495K +$23.9K +44 +5%
BCFD
657
Boit C.F. David
$478K – – –
STA
658
Summit Trail Advisors
New York
$472K +$67.2K +124 +18%
WAG
659
Wallace Advisory Group
California
$471K -$9.22K -17 -2%
DADC
660
D.A. Davidson & Co
Montana
$469K +$3.25K +6 +0.8%
DPL
661
Danica Pension Livsforsikrings
$466K – – –
VWM
662
Valley Wealth Managers
New Jersey
$466K +$433K +799 New
AIP
663
Ameritas Investment Partners
Nebraska
$465K -$31.4K -58 -7%
CI
664
Cigna Investments
Connecticut
$464K -$6.51K -12 -1%
IEFM
665
IQ EQ Fund Management
Ireland
$463K – – –
FFA
666
Farther Finance Advisors
California
$461K +$72.1K +133 +20%
GA
667
Geller Advisors
New York
$461K -$14.1K -26 -3%
MG
668
Mather Group
Illinois
$456K +$22.8K +42 +6%
BC
669
Bridgefront Capital
Texas
$456K +$424K +782 New
SWM
670
Salvus Wealth Management
New Jersey
$455K +$157K +290 +59%
ERWM
671
Elk River Wealth Management
Colorado
$455K – – –
CP
672
Castleview Partners
Texas
$451K +$146K +270 +54%
CG
673
Cynosure Group
Utah
$443K -$57.5K -106 -12%
CA
674
Commerzbank Aktiengesellschaft
Germany
$435K +$68.9K +127 +21%
NWA
675
New World Advisors
Massachusetts
$435K +$131K +241 +48%
25 26
27
28 29