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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
726
State of Wyoming
Wyoming
$97K -$5.64K -9 -5%
SWM
727
Selective Wealth Management
Virginia
$92K – – –
SC
728
Seldon Capital
California
$88K +$89.7K +143 New
LAS
729
Lloyd Advisory Services
Georgia
$81K +$13.2K +21 +19%
CAL
730
Capital Advisors Ltd
Ohio
$81K +$82.8K +132 New
GM
731
GeoWealth Management
Illinois
$79K +$10.7K +17 +15%
CT
732
Cambridge Trust
Massachusetts
$78K +$79.7K +127 New
MC
733
Maverick Capital
Texas
$76K -$84.7K -135 -52%
LC
734
Lindbrook Capital
California
$74K -$1.88K -3 -2%
WPWM
735
Western Pacific Wealth Management
Illinois
$73K +$75.3K +120 New
JWA
736
JFS Wealth Advisors
Pennsylvania
$72K +$73.4K +117 New
CFO
737
CVA Family Office
Colorado
$69K +$70.2K +112 New
KFP
738
KB Financial Partners
New Jersey
$66K +$67.1K +107 New
TFS
739
TrustCore Financial Services
Tennessee
$65K – – –
SAM
740
Sycomore Asset Management
France
$64K +$65.2K +104 New
PFBT
741
Parkside Financial Bank & Trust
Missouri
$63K – – –
EBA
742
Eagle Bay Advisors
New York
$61K -$6.27K -10 -9%
JGIA
743
Jackson Grant Investment Advisers
Connecticut
$58K – – –
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$58K +$1.25K +2 +2%
STCOSD
745
Sageworth Trust Company of South Dakota
South Dakota
$58K +$59.6K +95 New
CTC
746
Central Trust Company
Missouri
$55K -$651K -1,038 -92%
CA
747
Clearstead Advisors
Ohio
$55K -$2.51K -4 -4%
FAG
748
Fortitude Advisory Group
Washington
$55K +$55.8K +89 New
GAM
749
Gemmer Asset Management
California
$50K – – –
MWM
750
Mascoma Wealth Management
New Hampshire
$47K +$47.7K +76 New
28 29
30
31 32