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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SRL
651
Scientech Research LLC
New Jersey
$591K +$276K +498 +95%
OIA
652
OneDigital Investment Advisors
Kansas
$590K -$11.6K -21 -2%
PSP
653
Principal Street Partners
Tennessee
$588K +$284K +513 +101%
DIA
654
Dana Investment Advisors
Wisconsin
$581K – – –
QL
655
Quarry LP
New York
$581K +$40.4K +73 +8%
MWM
656
Moran Wealth Management
Florida
$578K -$142K -257 -20%
BA
657
Birinyi Associates
Connecticut
$577K – – –
HA
658
Harbor Advisors
Florida
$577K – – –
GC
659
Gilbert & Cook
Iowa
$577K +$1.11K +2 +0.2%
EWM
660
Evercore Wealth Management
New York
$576K – – –
STA
661
Summit Trail Advisors
New York
$574K -$100K -181 -15%
GS
662
GWN Securities
Florida
$561K -$7.49M -13,527 -93%
UWS
663
Unique Wealth Strategies
Illinois
$560K -$18.3K -33 -3%
ASN
664
Advisory Services Network
Georgia
$558K +$58.1K +105 +12%
OTPPB
665
Ontario Teachers' Pension Plan Board
Ontario, Canada
$557K +$534K +965 New
SC
666
Syon Capital
California
$556K +$120K +217 +29%
BTWM
667
Baker Tilly Wealth Management
Wisconsin
$552K -$22.7K -41 -4%
PGFC
668
Peapack-Gladstone Financial Corp
New Jersey
$544K +$1.66K +3 +0.3%
VWM
669
Valley Wealth Managers
New Jersey
$541K +$11.6K +21 +2%
DTL
670
Dynamic Technology Lab
Singapore
$534K -$522K -944 -50%
CF
671
Centaurus Financial
California
$534K +$513K +926 New
VWM
672
Venturi Wealth Management
Texas
$533K -$72.5K -131 -12%
PCM
673
Prelude Capital Management
New York
$529K -$157K -283 -24%
AAM
674
Azzad Asset Management
Virginia
$523K -$3.32K -6 -0.7%
KIM
675
Kestra Investment Management
Texas
$523K -$128K -232 -20%
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