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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
726
PUREfi Wealth
Massachusetts
$402K +$54.2K +98 +16%
NWAG
727
Net Worth Advisory Group
Utah
$401K +$13.8K +25 +4%
PAG
728
Private Advisor Group
New Jersey
$400K -$33.2K -60 -8%
ACA
729
Aptus Capital Advisors
Alabama
$400K -$35.4K -64 -8%
VFA
730
Valeo Financial Advisors
Indiana
$399K +$39.9K +72 +12%
SFS
731
Security Financial Services
Indiana
$398K +$73.6K +133 +24%
BHPW
732
Beverly Hills Private Wealth
California
$397K – – –
CP
733
Castleview Partners
Texas
$397K +$4.43K +8 +1%
RAM
734
Ramirez Asset Management
New York
$396K +$98K +177 +35%
CG
735
Cynosure Group
Utah
$395K – – –
CWM
736
Connecticut Wealth Management
Connecticut
$393K -$13.3K -24 -3%
AAMU
737
AEGON Asset Management (UK)
United Kingdom
$392K +$376K +680 New
PWM
738
Perigon Wealth Management
California
$389K +$47.6K +86 +15%
EC
739
EntryPoint Capital
New York
$387K +$371K +671 New
GSC
740
Ground Swell Capital
South Carolina
$386K +$371K +670 New
OF
741
Optimize Financial
California
$381K -$2.21K -4 -0.6%
ET
742
Entropy Technologies
New York
$381K -$1.06M -1,915 -74%
CAG
743
Crestwood Advisors Group
Massachusetts
$381K +$75.3K +136 +26%
ACM
744
Aster Capital Management
United Arab Emirates
$372K -$2.27M -4,107 -86%
JF
745
JSF Financial
California
$365K – – –
OR
746
Olympiad Research
Connecticut
$365K +$350K +633 New
ERSOT
747
Employees Retirement System of Texas
Texas
$365K +$350K +633 New
CCA
748
Catalyst Capital Advisors
New York
$363K -$74.7K -135 -18%
P
749
Pitcairn
Pennsylvania
$357K -$117K -212 -26%
BCM
750
Bourgeon Capital Management
Connecticut
$356K +$342K +618 New
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30
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