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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
751
Steward Financial Group
Texas
$17K +$525 +1 +3%
CCP
752
Carmel Capital Partners
California
$15.9K +$16.3K +31 New
GWSG
753
GPS Wealth Strategies Group
Colorado
$15.7K – – –
FMP
754
Financial Management Professionals
Texas
$15K – – –
TWM
755
Tradition Wealth Management
Minnesota
$15K +$525 +1 +4%
VNA
756
Valley National Advisers
Pennsylvania
$15K +$2.63K +5 +21%
LFG
757
Larson Financial Group
Missouri
$14.9K +$3.68K +7 +32%
CAC
758
Core Alternative Capital
Georgia
$13.9K – – –
ADL
759
Asset Dedication LLC
California
$13K – – –
LFA
760
LGT Financial Advisors
Texas
$12.8K +$13.1K +25 New
GKIM
761
GW&K Investment Management
Massachusetts
$12K +$1.58K +3 +14%
BAAM
762
Baker Avenue Asset Management
California
$11.8K – – –
VWM
763
Venturi Wealth Management
Texas
$11.8K +$2.1K +4 +21%
AF
764
Advisornet Financial
Minnesota
$10.8K -$18.4K -35 -63%
OC
765
Oakworth Capital
Alabama
$10.3K -$14.7K -28 -58%
HDIM
766
Hanson & Doremus Investment Management
Vermont
$10K +$10.5K +20 New
CHA
767
Carmichael Hill & Associates
Maryland
$9.75K – – –
SWA
768
Sutton Wealth Advisors
Florida
$9.75K +$3.68K +7 +58%
GIA
769
GHP Investment Advisors
Colorado
$9.7K +$9.98K +19 New
MA
770
MCF Advisors
Kentucky
$9.24K +$7.88K +15 +500%
HIA
771
Harbor Investment Advisory
Maryland
$8.72K – – –
TAM
772
Tucker Asset Management
Colorado
$8.72K – – –
MAM
773
Marquette Asset Management
Minnesota
$8.21K -$4.2K -8 -33%
SCA
774
Stuart Chaussee & Associates
California
$7.7K – – –
EBA
775
Eagle Bay Advisors
New York
$7.7K +$2.63K +5 +50%
29 30
31
32 33