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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Salvus Wealth Management
New Jersey
$466K +$12.2K +21 +3%
WJWM
702
Williams Jones Wealth Management
New York
$464K -$1.79M -3,086 -79%
RWM
703
Ritholtz Wealth Management
New York
$459K +$88.9K +153 +23%
BCFD
704
Boit C.F. David
$458K – – –
KCM
705
Kathmere Capital Management
Pennsylvania
$457K +$82.5K +142 +21%
CPW
706
Crestmont Private Wealth
Texas
$456K +$92.4K +159 +25%
EFG
707
Ethos Financial Group
Pennsylvania
$453K – – –
HNB
708
Huntington National Bank
Ohio
$446K +$35.5K +61 +8%
MG
709
Mather Group
Illinois
$445K -$11K -19 -2%
OWP
710
ORG Wealth Partners
Texas
$442K -$15.7K -27 -3%
AR
711
Apeiron RIA
Texas
$442K +$7.56K +13 +2%
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$441K +$2.91K +5 +0.6%
PA
713
Parallel Advisors
California
$440K -$7.56K -13 -2%
RA
714
RFG Advisory
Alabama
$439K -$83.1K -143 -16%
ERWM
715
Elk River Wealth Management
Colorado
$437K -$4.07K -7 -0.9%
CI
716
Cigna Investments
Connecticut
$434K -$12.2K -21 -3%
CCA
717
Catalyst Capital Advisors
New York
$433K -$122K -210 -22%
MWM
718
Meridian Wealth Management
Kentucky
$431K +$50.6K +87 +13%
CCA
719
Checchi Capital Advisers
California
$430K +$7.56K +13 +2%
CPA
720
Capital Performance Advisors
California
$429K +$441K +758 New
ACA
721
Aptus Capital Advisors
Alabama
$428K +$112K +193 +34%
PPW
722
Parcion Private Wealth
Washington
$428K +$439K +756 New
WCM
723
Weaver Capital Management
Georgia
$426K +$23.8K +41 +6%
PAG
724
Private Advisor Group
New Jersey
$426K +$20.9K +36 +5%
MM
725
MQS Management
New York
$425K +$437K +752 New
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