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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
676
Belpointe Asset Management
Nevada
$160K -$2.12K -4 -1%
JAM
677
JCIC Asset Management
Ontario, Canada
$157K – – –
SWM
678
Spire Wealth Management
Virginia
$152K -$1.59K -3 -1%
GGI
679
Godsey & Gibb Inc
Virginia
$140K – – –
CFO
680
CVA Family Office
Colorado
$138K +$2.12K +4 +2%
CYG
681
Clean Yield Group
Vermont
$137K +$130K +245 New
MIM
682
Meridiem Investment Management
United Kingdom
$137K – – –
AF
683
Allworth Financial
California
$133K +$33.3K +63 +36%
NHT
684
New Hampshire Trust
New Hampshire
$133K -$1.06K -2 -0.8%
KFP
685
KB Financial Partners
New Jersey
$131K +$17.5K +33 +16%
CFB
686
Cullen/Frost Bankers
Texas
$127K +$59.2K +112 +97%
HI
687
Harbour Investments
Wisconsin
$116K – – –
LC
688
Lindbrook Capital
California
$116K – – –
AA
689
Alta Advisers
United Kingdom
$112K – – –
FFA
690
Farther Finance Advisors
California
$109K -$7.93K -15 -7%
QPBE
691
Quintet Private Bank (Europe)
Luxembourg
$108K +$102K +192 New
GCGDR
692
Geo Capital Gestora de Recursos
Brazil
$99K -$6.35K -12 -6%
SSG
693
Summit Securities Group
New York
$88K +$40.2K +76 +93%
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
$86.8K +$15.9K +30 +24%
APW
695
Acima Private Wealth
Virginia
$85.6K +$80.9K +153 New
IA
696
IFP Advisors
Florida
$84.7K -$160K -303 -37%
CCA
697
Catalyst Capital Advisors
New York
$84K +$79.4K +150 New
HFS
698
Hantz Financial Services
Michigan
$79K -$17.5K -33 -19%
JWA
699
JFS Wealth Advisors
Pennsylvania
$77.4K -$529 -1 -0.7%
GWS
700
Glassman Wealth Services
Virginia
$76.1K +$1.59K +3 +2%
26 27
28
29 30