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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
701
Park Place Capital
Alabama
$207K -$162K -313 -46%
RB
702
Renasant Bank
Mississippi
$204K -$45.4K -88 -20%
BCM
703
Buckhead Capital Management
Georgia
$204K +$186K +360 New
SC
704
Savant Capital
Illinois
$203K +$185K +359 New
SPC
705
Sigma Planning Corp
Michigan
$202K -$133K -257 -42%
OC
706
Oppenheimer & Co
New York
$201K -$413K -800 -69%
TFS
707
Thoroughbred Financial Services
Tennessee
$200K +$183K +354 New
AA
708
Ancora Advisors
Ohio
$197K -$49K -95 -21%
SWS
709
SYSTM Wealth Solutions
Illinois
$197K +$180K +348 New
MAM
710
Magellan Asset Management
Australia
$196K – – –
WT
711
Whittier Trust
California
$195K -$13.9K -27 -7%
GRP
712
Global Retirement Partners
California
$182K -$19.1K -37 -10%
FFA
713
Farther Finance Advisors
California
$179K +$84.1K +163 +106%
LC
714
Lindbrook Capital
California
$160K +$52.7K +102 +57%
CFO
715
CVA Family Office
Colorado
$154K +$140K +272 New
AI
716
Axiom Investors
Connecticut
$150K -$86.4M -167,418 -100%
HI
717
Harbour Investments
Wisconsin
$150K +$21.2K +41 +18%
DGAM
718
Desjardins Global Asset Management
Quebec, Canada
$148K -$16K -31 -11%
TWC
719
TD Waterhouse Canada
Ontario, Canada
$144K -$4.65K -9 -4%
GGI
720
Godsey & Gibb Inc
Virginia
$141K – – –
CYG
721
Clean Yield Group
Vermont
$139K – – –
MIM
722
Meridiem Investment Management
United Kingdom
$138K – – –
CCA
723
Catalyst Capital Advisors
New York
$136K -$124K -240 -50%
JAM
724
JCIC Asset Management
Ontario, Canada
$136K -$12.9K -25 -9%
PIM
725
Plato Investment Management
Australia
$135K +$123K +239 New
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