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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
Savant Capital
Illinois
$327K +$99.5K +176 +44%
DCA
727
DSG Capital Advisors
Minnesota
$327K – – –
WCM
728
Weaver Capital Management
Georgia
$326K -$7.35K -13 -2%
AIM
729
Aigen Investment Management
New York
$325K +$324K +573 New
FAM
730
Fenimore Asset Management
New York
$325K – – –
PP
731
PDS Planning
Ohio
$322K +$20.4K +36 +7%
CAL
732
Capital Advisors Ltd
Ohio
$319K +$24.9K +44 +8%
JTWM
733
Jackson Thornton Wealth Management
Alabama
$317K +$317K +560 New
SFS
734
Sowell Financial Services
Arkansas
$316K +$3.39K +6 +1%
FW
735
FullCircle Wealth
Texas
$313K -$565 -1 -0.2%
RSWM
736
Robertson Stephens Wealth Management
California
$313K -$17.5K -31 -5%
OAS
737
Optivise Advisory Services
Tennessee
$310K -$11.9K -21 -4%
WA
738
Wealth Alliance
New York
$310K -$7.91K -14 -3%
AR
739
Apeiron RIA
Texas
$306K -$138K -245 -31%
SMA
740
Sage Mountain Advisors
Georgia
$305K +$2.26K +4 +0.8%
DWT
741
Dorsey & Whitney Trust
South Dakota
$302K +$8.48K +15 +3%
WI
742
WBI Investments
New Jersey
$301K +$300K +531 New
PPW
743
Parcion Private Wealth
Washington
$300K +$299K +529 New
ECM
744
Evergreen Capital Management
Washington
$298K +$44.1K +78 +17%
GS
745
GTS Securities
Florida
$297K +$296K +523 New
PFM
746
Potomac Fund Management
Florida
$292K +$79.1K +140 +37%
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
$289K +$13K +23 +5%
IAA
748
Independent Advisor Alliance
North Carolina
$289K +$11.9K +21 +4%
PSP
749
Principal Street Partners
Tennessee
$287K -$291K -514 -50%
CI
750
CX Institutional
Indiana
$287K +$7.91K +14 +3%
28 29
30
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