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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
$318K +$328K +661 New
FFA
677
Farther Finance Advisors
California
$316K +$127K +255 +63%
AR
678
Apeiron RIA
Texas
$313K +$2.48K +5 +0.8%
SAG
679
SageView Advisory Group
California
$310K -$2.85M -5,739 -90%
EWA
680
EverSource Wealth Advisors
Alabama
$309K +$51.6K +104 +22%
VCM
681
Virtue Capital Management
Tennessee
$309K -$2.98K -6 -1%
AWM
682
Axxcess Wealth Management
California
$307K -$6.68M -13,468 -95%
PA
683
Parallel Advisors
California
$307K -$11.9K -24 -4%
OQS
684
Occudo Quantitative Strategies
Florida
$306K +$315K +635 New
WCM
685
Weaver Capital Management
Georgia
$305K -$30.3K -61 -9%
JF
686
JSF Financial
California
$305K – – –
NS
687
NBC Securities
Alabama
$304K +$299K +602 +1,942%
RI
688
Redwood Investments
Massachusetts
$299K -$3.43M -6,905 -81%
CA
689
Commerzbank Aktiengesellschaft
Germany
$298K +$10.4K +21 +4%
CT
690
ClearAlpha Technologies
Connecticut
$297K +$306K +617 New
BBHC
691
Brown Brothers Harriman & Co
New York
$293K -$26.8K -54 -8%
SPC
692
Sigma Planning Corp
Michigan
$293K -$6.95K -14 -2%
WEG
693
World Equity Group
Illinois
$289K -$1.49K -3 -0.5%
WWM
694
WJ Wealth Management
Arizona
$289K – – –
IAA
695
Independent Advisor Alliance
North Carolina
$284K +$20.8K +42 +8%
DILIC
696
Dai-ichi Life Insurance Company
Japan
$281K -$7.65M -15,412 -96%
GAM
697
Gotham Asset Management
New York
$280K -$158K -319 -35%
WT
698
Whittier Trust
California
$280K +$117K +236 +68%
CPW
699
Crestmont Private Wealth
Texas
$279K +$4.47K +9 +2%
WA
700
Wealth Alliance
New York
$279K +$288K +580 New
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