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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
701
New Century Financial Group
New Jersey
$209K +$190K +369 New
PPC
702
Park Place Capital
Alabama
$207K -$162K -313 -46%
RB
703
Renasant Bank
Mississippi
$204K -$45.4K -88 -20%
BCM
704
Buckhead Capital Management
Georgia
$204K +$186K +360 New
SC
705
Savant Capital
Illinois
$203K +$185K +359 New
SPC
706
Sigma Planning Corp
Michigan
$202K -$133K -257 -42%
OC
707
Oppenheimer & Co
New York
$201K -$413K -800 -69%
TFS
708
Thoroughbred Financial Services
Tennessee
$200K +$183K +354 New
AA
709
Ancora Advisors
Ohio
$197K -$49K -95 -21%
SWS
710
SYSTM Wealth Solutions
Illinois
$197K +$180K +348 New
MAM
711
Magellan Asset Management
Australia
$196K – – –
WT
712
Whittier Trust
California
$195K -$13.9K -27 -7%
GRP
713
Global Retirement Partners
California
$182K -$19.1K -37 -10%
FFA
714
Farther Finance Advisors
California
$179K +$84.1K +163 +106%
LC
715
Lindbrook Capital
California
$160K +$52.7K +102 +57%
CFO
716
CVA Family Office
Colorado
$154K +$140K +272 New
AI
717
Axiom Investors
Connecticut
$150K -$86.4M -167,418 -100%
HI
718
Harbour Investments
Wisconsin
$150K +$21.2K +41 +18%
DGAM
719
Desjardins Global Asset Management
Quebec, Canada
$148K -$16K -31 -11%
TWC
720
TD Waterhouse Canada
Ontario, Canada
$144K -$4.65K -9 -4%
GGI
721
Godsey & Gibb Inc
Virginia
$141K – – –
CYG
722
Clean Yield Group
Vermont
$139K – – –
MIM
723
Meridiem Investment Management
United Kingdom
$138K – – –
CCA
724
Catalyst Capital Advisors
New York
$136K -$124K -240 -50%
JAM
725
JCIC Asset Management
Ontario, Canada
$136K -$12.9K -25 -9%
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