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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
726
Independent Financial Group
California
$316K +$330K +586 New
CIA
727
Citadel Investment Advisory
Ohio
$315K – – –
JF
728
JSF Financial
California
$314K – – –
MSCM
729
McElhenny Sheffield Capital Management
Texas
$313K -$108K -192 -25%
KCP
730
Kera Capital Partners
California
$313K +$118K +210 +57%
FFN
731
Focus Financial Network
Minnesota
$311K +$82.3K +146 +34%
WAG
732
Wallace Advisory Group
California
$310K -$131K -232 -29%
WCM
733
Weaver Capital Management
Georgia
$309K – – –
VCM
734
Versant Capital Management
Arizona
$309K +$174K +309 +117%
FAM
735
Fenimore Asset Management
New York
$308K – – –
RSWM
736
Robertson Stephens Wealth Management
California
$308K +$1.69K +3 +0.5%
7WCP
737
71 West Capital Partners
Massachusetts
$308K +$20.9K +37 +7%
CP
738
Castleview Partners
Texas
$307K -$64.8K -115 -17%
CIC
739
Chilton Investment Company
Connecticut
$307K +$22K +39 +7%
CSPIA
740
Cary Street Partners Investment Advisory
Virginia
$306K +$21.4K +38 +7%
CAL
741
Capital Advisors Ltd
Ohio
$303K – – –
TIA
742
Tandem Investment Advisors
South Carolina
$301K -$161K -285 -34%
NAAA
743
New Age Alpha Advisors
New York
$301K +$36.7K +65 +13%
MGWM
744
Marks Group Wealth Management
Minnesota
$299K -$5.17M -9,173 -94%
BWM
745
Baron Wealth Management
Michigan
$298K +$92.5K +164 +42%
QT
746
Quantbot Technologies
New York
$294K -$5.66M -10,032 -95%
LFA
747
Legacy Financial Advisors
Kentucky
$292K +$64.3K +114 +27%
CWA
748
CM Wealth Advisors
Ohio
$287K -$80.6K -143 -21%
WA
749
Wealth Alliance
New York
$281K +$24.8K +44 +9%
BHCM
750
Brevan Howard Capital Management
Jersey
$280K -$566K -1,004 -66%
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