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MSCI

MSCI

Market cap $41.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
701	WT 701 Whittier Trust South Pasadena, California	$125K	+$1.04K	+2	+0.8%
702	DGAM 702 Desjardins Global Asset Management Montreal, Quebec, Canada	$123K	-$7.26K	-14	-5%
703	MIM 703 Meridiem Investment Management London, United Kingdom	$123K	–	–	–
704	PCG 704 Private Capital Group West Hartford, Connecticut	$103K	+$6.74K	+13	+7%
705	AP 705 Arlington Partners Birmingham, Alabama	$98K	–	–	–
706	T 706 TCWP Beachwood, Ohio	$98K	+$102K	+196	New
707	NIM 707 NuWave Investment Management Parsippany, New Jersey	$94K	+$96.5K	+186	New
708	NR 708 Newfound Research Wellesley Hills, Massachusetts	$93K	+$95.9K	+185	New
709	KFP 709 KB Financial Partners Princeton, New Jersey	$83K	+$30.6K	+59	+55%
710	SOW 710 State of Wyoming Cheyenne, Wyoming	$80K	–	–	–
711	LAS 711 Lloyd Advisory Services Suwanee, Georgia	$76K	+$9.85K	+19	+14%
712	AWA 712 Aaron Wealth Advisors Chicago, Illinois	$73.4K	+$75.7K	+146	New
713	SC 713 Seldon Capital San Francisco, California	$72K	–	–	–
714	CIM 714 Chiron Investment Management New York	$69K	+$71.6K	+138	New
715	GM 715 GeoWealth Management Chicago, Illinois	$66K	+$1.56K	+3	+2%
716	MCC 716 Money Concepts Capital Palm Beach Gardens, Florida	$66K	+$68.5K	+132	New
717	JWA 717 JFS Wealth Advisors Hermitage, Pennsylvania	$62K	+$3.11K	+6	+5%
718	CT 718 Cambridge Trust Cambridge, Massachusetts	$60K	-$4.15K	-8	-6%
719	LC 719 Lindbrook Capital Calabasas, California	$60K	-$519	-1	-0.8%
720	WPWM 720 Western Pacific Wealth Management Lake Forest, Illinois	$60K	–	–	–
721	MWM 721 Mascoma Wealth Management Hanover, New Hampshire	$56K	+$18.7K	+36	+47%
722	GWS 722 Glassman Wealth Services Vienna, Virginia	$56K	+$26.4K	+51	+85%
723	CFB 723 Cullen/Frost Bankers San Antonio, Texas	$55K	-$44.1K	-85	-44%
724	CFO 724 CVA Family Office Denver, Colorado	$54K	-$2.59K	-5	-4%
725	TFS 725 TrustCore Financial Services Brentwood, Tennessee	$53K	–	–	–

MSCI MSCI Market cap $41.1B

MSCI

MSCI

Market cap $41.1B