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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
701
Integrated Advisors Network
Texas
$458K +$149K +248 +48%
RSWM
702
Robertson Stephens Wealth Management
California
$458K -$1.26M -2,095 -73%
FCG
703
Fielder Capital Group
Tennessee
$456K +$456K +760 New
EFG
704
Ethos Financial Group
Pennsylvania
$453K +$453K +755 New
CCA
705
Checchi Capital Advisers
California
$448K +$4.8K +8 +1%
FTWA
706
Fifth Third Wealth Advisors
Ohio
$447K +$7.8K +13 +2%
FFA
707
Farther Finance Advisors
California
$446K -$28.8K -48 -6%
LAM
708
LECAP Asset Management
United Kingdom
$442K -$3.08M -5,137 -87%
SWA
709
SFMG Wealth Advisors
Texas
$440K – – –
NWA
710
New World Advisors
Massachusetts
$439K -$8.4K -14 -2%
HH
711
Hilltop Holdings
Texas
$437K +$24.6K +41 +6%
HNB
712
Huntington National Bank
Ohio
$437K +$208K +346 +91%
CA
713
Commerzbank Aktiengesellschaft
Germany
$435K -$12K -20 -3%
LS
714
Livforsakringsbolaget Skandia
Sweden
$433K – – –
PAG
715
Private Advisor Group
New Jersey
$430K -$137K -228 -24%
WCM
716
Weaver Capital Management
Georgia
$427K +$12.6K +21 +3%
WA
717
Wealth Alliance
New York
$427K -$3K -5 -0.7%
VCM
718
Voleon Capital Management
California
$424K +$424K +706 New
CWM
719
Connecticut Wealth Management
Connecticut
$423K +$9K +15 +2%
GM
720
GeoWealth Management
Illinois
$422K +$8.4K +14 +2%
ITFISA
721
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$420K – – –
SC
722
Syon Capital
California
$416K -$28.2K -47 -6%
WLG
723
Williamson Legacy Group
Indiana
$416K +$145K +242 +54%
BHPW
724
Beverly Hills Private Wealth
California
$413K – – –
QCG
725
Quadrant Capital Group
Ohio
$410K -$31.2K -52 -7%
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