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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
726
Fenimore Asset Management
New York
$333K – – –
WTC
727
WhitTier Trust Company
Nevada
$330K +$14.1K +26 +5%
PCIA
728
Prime Capital Investment Advisors
Kansas
$329K +$70.5K +130 +30%
CAL
729
Capital Advisors Ltd
Ohio
$325K +$8.13K +15 +3%
PWM
730
Perigon Wealth Management
California
$324K -$12.5K -23 -4%
CT
731
ClearAlpha Technologies
Connecticut
$321K -$35.8K -66 -11%
LCM
732
Landscape Capital Management
New Jersey
$320K +$298K +549 New
LSAG
733
Lake Street Advisors Group
New Hampshire
$319K +$51K +94 +21%
MIM
734
Meridiem Investment Management
United Kingdom
$318K +$163K +300 +122%
FW
735
FullCircle Wealth
Texas
$315K +$287K +530 New
CIC
736
Chilton Investment Company
Connecticut
$309K – – –
QL
737
Quarry LP
New York
$307K +$48.8K +90 +21%
GFP
738
Gryphon Financial Partners
Ohio
$306K +$40.1K +74 +16%
CGL
739
Clarius Group LLC
Washington
$304K -$11.4K -21 -4%
FFM
740
Forum Financial Management
Illinois
$304K +$3.25K +6 +1%
IAN
741
Integrated Advisors Network
Texas
$301K +$280K +516 New
FMLI
742
Fukoku Mutual Life Insurance
Japan
$300K – – –
AFG
743
Atomi Financial Group
New York
$299K +$278K +512 New
BIG
744
Brooklyn Investment Group
New York
$298K +$24.9K +46 +10%
VSQM
745
V-Square Quantitative Management
Illinois
$297K +$39.6K +73 +17%
RAM
746
Ramirez Asset Management
New York
$297K – – –
GAM
747
Gotham Asset Management
New York
$293K -$42.8K -79 -14%
II
748
Ibex Investors
Colorado
$291K – – –
IAA
749
Independent Advisor Alliance
North Carolina
$285K -$54.8K -101 -17%
FCM
750
FJ Capital Management
Virginia
$283K +$263K +485 New
28 29
30
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