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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
651
D.A. Davidson & Co
Montana
$591K +$50.9K +92 +10%
SRL
652
Scientech Research LLC
New Jersey
$591K +$276K +498 +95%
OIA
653
OneDigital Investment Advisors
Kansas
$590K -$11.6K -21 -2%
PSP
654
Principal Street Partners
Tennessee
$588K +$284K +513 +101%
DIA
655
Dana Investment Advisors
Wisconsin
$581K – – –
QL
656
Quarry LP
New York
$581K +$40.4K +73 +8%
MWM
657
Moran Wealth Management
Florida
$578K -$142K -257 -20%
BA
658
Birinyi Associates
Connecticut
$577K – – –
HA
659
Harbor Advisors
Florida
$577K – – –
GC
660
Gilbert & Cook
Iowa
$577K +$1.11K +2 +0.2%
EWM
661
Evercore Wealth Management
New York
$576K – – –
STA
662
Summit Trail Advisors
New York
$574K -$100K -181 -15%
GS
663
GWN Securities
Florida
$561K -$7.49M -13,527 -93%
UWS
664
Unique Wealth Strategies
Illinois
$560K -$18.3K -33 -3%
ASN
665
Advisory Services Network
Georgia
$558K +$58.1K +105 +12%
OTPPB
666
Ontario Teachers' Pension Plan Board
Ontario, Canada
$557K +$534K +965 New
SC
667
Syon Capital
California
$556K +$120K +217 +29%
BTWM
668
Baker Tilly Wealth Management
Wisconsin
$552K -$22.7K -41 -4%
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$544K +$1.66K +3 +0.3%
VWM
670
Valley Wealth Managers
New Jersey
$541K +$11.6K +21 +2%
DTL
671
Dynamic Technology Lab
Singapore
$534K -$522K -944 -50%
CF
672
Centaurus Financial
California
$534K +$513K +926 New
VWM
673
Venturi Wealth Management
Texas
$533K -$72.5K -131 -12%
PCM
674
Prelude Capital Management
New York
$529K -$157K -283 -24%
AAM
675
Azzad Asset Management
Virginia
$523K -$3.32K -6 -0.7%
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