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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
651
Trust Asset Management
Texas
$469K – – –
AWP
652
Ascent Wealth Partners
New York
$465K -$6.85M -12,147 -93%
LIP
653
Lighthouse Investment Partners
Florida
$463K +$484K +859 New
AWA
654
Aaron Wealth Advisors
Illinois
$462K +$90.2K +160 +23%
EI
655
Ellevest Inc
New York
$460K -$85.7K -152 -15%
AI
656
AdvisorShares Investments
Maryland
$447K – – –
WA
657
Waverly Advisors
Alabama
$447K +$33.8K +60 +8%
OIS
658
OneAscent Investment Solutions
Alabama
$447K +$219K +389 +88%
BTWM
659
Baker Tilly Wealth Management
Wisconsin
$445K -$87.4K -155 -16%
ERSOT
660
Employees Retirement System of Texas
Texas
$439K – – –
LF
661
Lansforsakringar Fondforvaltning
Sweden
$439K +$80.6K +143 +21%
KF
662
Krilogy Financial
Missouri
$437K +$139K +246 +47%
BCFD
663
Boit C.F. David
$437K – – –
GCP
664
GSA Capital Partners
United Kingdom
$432K +$452K +802 New
DS
665
DRW Securities
Illinois
$429K -$220K -390 -33%
VSQM
666
V-Square Quantitative Management
Illinois
$428K +$72.2K +128 +19%
CCA
667
Checchi Capital Advisers
California
$425K +$58.6K +104 +15%
ERWM
668
Elk River Wealth Management
Colorado
$417K – – –
IWA
669
Icon Wealth Advisors
Texas
$416K -$2.33M -4,135 -86%
LWL
670
Leo Wealth LLC
Texas
$415K +$434K +770 New
PPWP
671
Premier Path Wealth Partners
New Jersey
$415K +$165K +293 +62%
SWP
672
Sagespring Wealth Partners
Tennessee
$410K +$67.7K +120 +19%
TNA
673
True North Advisors
Texas
$409K +$34.4K +61 +9%
TWC
674
TD Waterhouse Canada
Ontario, Canada
$403K +$152K +269 +56%
PA
675
Parallel Advisors
California
$399K +$6.77K +12 +2%
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