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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
701
Desjardins Global Asset Management
Quebec, Canada
$123K -$7.26K -14 -5%
MIM
702
Meridiem Investment Management
United Kingdom
$123K – – –
PCG
703
Private Capital Group
Connecticut
$103K +$6.74K +13 +7%
AP
704
Arlington Partners
Alabama
$98K – – –
T
705
TCWP
Ohio
$98K +$102K +196 New
NIM
706
NuWave Investment Management
New Jersey
$94K +$96.5K +186 New
NR
707
Newfound Research
Massachusetts
$93K +$95.9K +185 New
KFP
708
KB Financial Partners
New Jersey
$83K +$30.6K +59 +55%
SOW
709
State of Wyoming
Wyoming
$80K – – –
LAS
710
Lloyd Advisory Services
Georgia
$76K +$9.85K +19 +14%
SC
711
Seldon Capital
California
$72K – – –
CIM
712
Chiron Investment Management
New York
$69K +$71.6K +138 New
GM
713
GeoWealth Management
Illinois
$66K +$1.56K +3 +2%
MCC
714
Money Concepts Capital
Florida
$66K +$68.5K +132 New
JWA
715
JFS Wealth Advisors
Pennsylvania
$62K +$3.11K +6 +5%
CT
716
Cambridge Trust
Massachusetts
$60K -$4.15K -8 -6%
LC
717
Lindbrook Capital
California
$60K -$519 -1 -0.8%
WPWM
718
Western Pacific Wealth Management
Illinois
$60K – – –
MWM
719
Mascoma Wealth Management
New Hampshire
$56K +$18.7K +36 +47%
GWS
720
Glassman Wealth Services
Virginia
$56K +$26.4K +51 +85%
CFB
721
Cullen/Frost Bankers
Texas
$55K -$44.1K -85 -44%
CFO
722
CVA Family Office
Colorado
$54K -$2.59K -5 -4%
TFS
723
TrustCore Financial Services
Tennessee
$53K – – –
CWC
724
Carolinas Wealth Consulting
North Carolina
$50K +$14K +27 +38%
MHR
725
Matthew Hamilton Rosenberg
$50K +$51.9K +100 New
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