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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
726
Lloyd Advisory Services
Georgia
$81K +$13.2K +21 +19%
CAL
727
Capital Advisors Ltd
Ohio
$81K +$82.8K +132 New
GM
728
GeoWealth Management
Illinois
$79K +$10.7K +17 +15%
CT
729
Cambridge Trust
Massachusetts
$78K +$79.7K +127 New
MC
730
Maverick Capital
Texas
$76K -$84.7K -135 -52%
LC
731
Lindbrook Capital
California
$74K -$1.88K -3 -2%
WPWM
732
Western Pacific Wealth Management
Illinois
$73K +$75.3K +120 New
JWA
733
JFS Wealth Advisors
Pennsylvania
$72K +$73.4K +117 New
CFO
734
CVA Family Office
Colorado
$69K +$70.2K +112 New
KFP
735
KB Financial Partners
New Jersey
$66K +$67.1K +107 New
TFS
736
TrustCore Financial Services
Tennessee
$65K – – –
SAM
737
Sycomore Asset Management
France
$64K +$65.2K +104 New
PFBT
738
Parkside Financial Bank & Trust
Missouri
$63K – – –
EBA
739
Eagle Bay Advisors
New York
$61K -$6.27K -10 -9%
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$58K – – –
MPWT
741
MassMutual Private Wealth & Trust
Connecticut
$58K +$1.25K +2 +2%
STCOSD
742
Sageworth Trust Company of South Dakota
South Dakota
$58K +$59.6K +95 New
CTC
743
Central Trust Company
Missouri
$55K -$651K -1,038 -92%
CA
744
Clearstead Advisors
Ohio
$55K -$2.51K -4 -4%
FAG
745
Fortitude Advisory Group
Washington
$55K +$55.8K +89 New
GAM
746
Gemmer Asset Management
California
$50K – – –
MWM
747
Mascoma Wealth Management
New Hampshire
$47K +$47.7K +76 New
CWC
748
Carolinas Wealth Consulting
North Carolina
$44K +$16.3K +26 +57%
KFS
749
Kelly Financial Services
Massachusetts
$40.5K +$17.6K +28 +74%
POIA
750
Pin Oak Investment Advisors
Texas
$38K – – –
28 29
30
31 32