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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
676
Dorsey & Whitney Trust
South Dakota
$244K +$3.61K +7 +2%
EWA
677
EP Wealth Advisors
California
$244K -$26.3K -51 -11%
BRWA
678
B. Riley Wealth Advisors
Florida
$244K -$190K -368 -46%
PSP
679
Principal Street Partners
Tennessee
$241K -$217K -420 -50%
EH
680
Equitable Holdings
New York
$239K +$218K +422 New
SVWAG
681
Sound View Wealth Advisors Group
Georgia
$237K -$2.06K -4 -0.9%
ST
682
Smithfield Trust
Pennsylvania
$236K – – –
LSAG
683
Lake Street Advisors Group
New Hampshire
$235K +$215K +416 New
TAM
684
Tocqueville Asset Management
New York
$235K +$516 +1 +0.2%
SIM
685
Sentry Investment Management
Wisconsin
$235K -$23.2K -45 -10%
KCM
686
Kathmere Capital Management
Pennsylvania
$227K -$516 -1 -0.2%
MFA
687
Mayflower Financial Advisors
Massachusetts
$227K +$516 +1 +0.3%
BEC
688
Blue Edge Capital
Virginia
$226K – – –
VSQM
689
V-Square Quantitative Management
Illinois
$226K – – –
LSA
690
Leonteq Securities AG
Switzerland
$225K +$56.3K +109 +38%
STA
691
Summit Trail Advisors
New York
$225K -$25.3K -49 -11%
CIA
692
Concurrent Investment Advisors
Florida
$224K +$205K +397 New
WI
693
WrapManager Inc
California
$223K -$7.74K -15 -4%
WPW
694
Waldron Private Wealth
Pennsylvania
$221K -$4.13K -8 -2%
SS
695
Sunbelt Securities
Texas
$220K – – –
WA
696
Wealth Alliance
New York
$218K -$4.65K -9 -2%
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$214K +$195K +378 New
YIH
698
Y-Intercept (HK)
Hong Kong
$213K -$1.28M -2,485 -87%
CI
699
CX Institutional
Indiana
$212K +$194K +375 New
NCFG
700
New Century Financial Group
New Jersey
$209K +$190K +369 New
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