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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
751
Heritage Wealth Management (Arizona)
Arizona
$4.65K +$2.33K +5 +100%
AFG
752
Albion Financial Group
Utah
$4.19K – – –
ETC
753
Exchange Traded Concepts
Oklahoma
$3.72K -$931 -2 -20%
BWA
754
BDO Wealth Advisors
Florida
$3.27K – – –
AWM
755
Abound Wealth Management
Tennessee
$3.26K – – –
MCM
756
Manchester Capital Management
Vermont
$3.26K -$1.86K -4 -36%
RWM
757
Raffa Wealth Management
District of Columbia
$3.26K – – –
MFT
758
Moisand Fitzgerald Tamayo
Florida
$3.26K +$1.86K +4 +133%
SIC
759
SJS Investment Consulting
Ohio
$3.26K +$1.86K +4 +133%
FA
760
Fiduciary Alliance
South Carolina
$3.26K +$3.26K +7 New
RTL
761
Red Tortoise LLC
Georgia
$3.26K +$3.26K +7 New
ADL
762
Asset Dedication LLC
California
$3K -$931 -2 -22%
CMP
763
Coston McIsaac & Partners
Maine
$3K – – –
POIA
764
Pin Oak Investment Advisors
Texas
$3K – – –
DCM
765
Davidson Capital Management
Texas
$2.79K – – –
HGWM
766
Harvest Group Wealth Management
Massachusetts
$2.79K +$1.4K +3 +100%
LF
767
Lee Financial
Texas
$2.79K +$2.33K +5 +500%
RFG
768
RFP Financial Group
Georgia
$2.79K +$2.79K +6 New
TCA
769
Trifecta Capital Advisors
Illinois
$2.79K +$2.79K +6 New
ECM
770
Estabrook Capital Management
New York
$2.33K – – –
NFSG
771
Newbridge Financial Services Group
Florida
$2.33K – – –
MPCL
772
My Personal CFO LLC
Washington
$2.33K +$2.33K +5 New
KFI
773
Key Financial Inc
Pennsylvania
$2.11K – – –
TAIM
774
TD Ameritrade Investment Management
Nebraska
$2K -$5.58K -12 -71%
ANBT
775
American National Bank & Trust
Texas
$2K – – –
29 30
31
32 33