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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
676
Magellan Asset Management
Australia
$181K -$15.9K -30 -8%
GRP
677
Global Retirement Partners
California
$168K +$2.65K +5 +1%
FDCDDQ
678
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K +$16.9K +32 +13%
BAM
679
Belpointe Asset Management
Nevada
$160K -$2.12K -4 -1%
JAM
680
JCIC Asset Management
Ontario, Canada
$157K – – –
SWM
681
Spire Wealth Management
Virginia
$152K -$1.59K -3 -1%
GGI
682
Godsey & Gibb Inc
Virginia
$140K – – –
CFO
683
CVA Family Office
Colorado
$138K +$2.12K +4 +2%
CYG
684
Clean Yield Group
Vermont
$137K +$130K +245 New
MIM
685
Meridiem Investment Management
United Kingdom
$137K – – –
AF
686
Allworth Financial
California
$133K +$33.3K +63 +36%
NHT
687
New Hampshire Trust
New Hampshire
$133K -$1.06K -2 -0.8%
KFP
688
KB Financial Partners
New Jersey
$131K +$17.5K +33 +16%
CFB
689
Cullen/Frost Bankers
Texas
$127K +$59.2K +112 +97%
HI
690
Harbour Investments
Wisconsin
$116K – – –
LC
691
Lindbrook Capital
California
$116K – – –
AA
692
Alta Advisers
United Kingdom
$112K – – –
FFA
693
Farther Finance Advisors
California
$109K -$7.93K -15 -7%
QPBE
694
Quintet Private Bank (Europe)
Luxembourg
$108K +$102K +192 New
GCGDR
695
Geo Capital Gestora de Recursos
Brazil
$99K -$6.35K -12 -6%
SSG
696
Summit Securities Group
New York
$88K +$40.2K +76 +93%
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$86.8K +$15.9K +30 +24%
APW
698
Acima Private Wealth
Virginia
$85.6K +$80.9K +153 New
IA
699
IFP Advisors
Florida
$84.7K -$160K -303 -37%
CCA
700
Catalyst Capital Advisors
New York
$84K +$79.4K +150 New
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