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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
701
Sequoia Financial Advisors
Ohio
$214K +$220K +350 New
KCM
702
Kathmere Capital Management
Pennsylvania
$211K -$32K -51 -13%
PCM
703
Presidio Capital Management
California
$211K +$216K +345 New
CFO
704
Collective Family Office
Pennsylvania
$210K – – –
MC
705
Machina Capital
France
$208K -$172K -274 -45%
BAM
706
Bruderman Asset Management
New York
$208K – – –
SC
707
Savant Capital
Illinois
$204K +$209K +333 New
QCG
708
Quadrant Capital Group
Ohio
$203K +$1.25K +2 +0.6%
TW
709
TrinityPoint Wealth
Connecticut
$202K -$7.53K -12 -4%
GCM
710
Gladius Capital Management
Illinois
$187K +$191K +305 New
DGAM
711
Desjardins Global Asset Management
Quebec, Canada
$159K +$163K +260 New
GLLW
712
Graves Light Lenhart Wealth
Virginia
$156K – – –
WT
713
Whittier Trust
California
$151K +$37.6K +60 +32%
MIM
714
Meridiem Investment Management
United Kingdom
$150K – – –
LSA
715
Leonteq Securities AG
Switzerland
$146K +$37.6K +60 +34%
JIR
716
James Investment Research
Ohio
$126K -$48.9K -78 -28%
CA
717
Cornerstone Advisory
Maryland
$124K +$127K +203 New
BAM
718
Belpointe Asset Management
Nevada
$119K -$23.8K -38 -16%
CFB
719
Cullen/Frost Bankers
Texas
$119K – – –
AP
720
Arlington Partners
Alabama
$119K +$50.2K +80 +70%
HI
721
Harbour Investments
Wisconsin
$118K -$84.7K -135 -41%
PCG
722
Private Capital Group
Connecticut
$118K – – –
GCGDR
723
Geo Capital Gestora de Recursos
Brazil
$117K +$8.78K +14 +8%
AS
724
Altshuler Shaham
Israel
$115K -$218K -348 -65%
AWA
725
Amplius Wealth Advisors
Pennsylvania
$112K +$115K +184 New
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