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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
726
World Investment Advisors
California
$409K +$409K +682 New
BBHC
727
Brown Brothers Harriman & Co
New York
$408K -$12.6K -21 -3%
MWM
728
Meridian Wealth Management
Kentucky
$405K +$4.8K +8 +1%
HWAM
729
Hennion & Walsh Asset Management
New Jersey
$405K -$17.4K -29 -4%
AWM
730
Axxcess Wealth Management
California
$404K +$2.4K +4 +0.6%
KCM
731
Kathmere Capital Management
Pennsylvania
$400K +$54K +90 +16%
CP
732
Castleview Partners
Texas
$400K -$61.8K -103 -13%
DS
733
DRW Securities
Illinois
$396K +$396K +660 New
CPIG
734
Chicago Partners Investment Group
Illinois
$396K +$139K +232 +55%
RWM
735
Ritholtz Wealth Management
New York
$395K +$21.6K +36 +6%
IEFM
736
IQ EQ Fund Management
Ireland
$393K -$83.4K -139 -18%
CPW
737
Crestmont Private Wealth
Texas
$388K +$13.8K +23 +4%
SPC
738
Sigma Planning Corp
Michigan
$388K +$19.2K +32 +5%
WBC
739
Westpac Banking Corp
Australia
$386K – – –
PCM
740
Permanent Capital Management
Illinois
$382K +$382K +636 New
JF
741
JSF Financial
California
$380K – – –
NWAG
742
Net Worth Advisory Group
Utah
$379K +$1.2K +2 +0.3%
VT
743
Vise Technologies
New York
$377K +$377K +628 New
IAA
744
Independent Advisor Alliance
North Carolina
$374K +$80.4K +134 +27%
RS
745
R Squared
Hong Kong
$372K +$372K +620 New
SMA
746
Sage Mountain Advisors
Georgia
$370K -$72K -120 -16%
CFGS
747
Concourse Financial Group Securities
Alabama
$370K -$7.2K -12 -2%
ET
748
Equitable Trust
Tennessee
$365K – – –
SAM
749
Smartleaf Asset Management
Massachusetts
$362K +$82.2K +137 +29%
WWM
750
WJ Wealth Management
Arizona
$360K – – –
28 29
30
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