We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
751
Washington Trust Advisors
Massachusetts
$205K +$157K +279 +321%
CWA
752
Clarus Wealth Advisors
Arizona
$202K -$561K -998 -72%
BCM
753
Buckhead Capital Management
Georgia
$202K – – –
OC
754
Oppenheimer & Co
New York
$201K +$1.69K +3 +0.8%
SC
755
Savant Capital
Illinois
$201K -$562 -1 -0.3%
PCM
756
Penserra Capital Management
California
$200K -$196K -348 -49%
GRP
757
Global Retirement Partners
California
$197K +$9.56K +17 +5%
AA
758
Ancora Advisors
Ohio
$196K – – –
WT
759
Whittier Trust
California
$193K – – –
SWS
760
SYSTM Wealth Solutions
Illinois
$190K -$5.06K -9 -3%
MAM
761
Magellan Asset Management
Australia
$188K -$6.18K -11 -3%
BTI
762
Blue Trust Inc
Georgia
$182K +$71.4K +127 +64%
LC
763
Lindbrook Capital
California
$168K +$9.56K +17 +6%
HI
764
Harbour Investments
Wisconsin
$165K +$16.9K +30 +11%
M
765
MOTCO
Texas
$159K +$160K +284 New
CFO
766
CVA Family Office
Colorado
$153K +$562 +1 +0.4%
JAM
767
JCIC Asset Management
Ontario, Canada
$149K +$14.1K +25 +10%
HFM
768
Harvest Fund Management
China
$144K +$116K +207 +406%
PPC
769
Park Place Capital
Alabama
$142K -$63.5K -113 -31%
AWM
770
Avior Wealth Management
Nebraska
$141K +$141K +250 +12,500%
GGI
771
Godsey & Gibb Inc
Virginia
$140K – – –
CYG
772
Clean Yield Group
Vermont
$137K – – –
MIM
773
Meridiem Investment Management
United Kingdom
$137K – – –
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$134K +$19.7K +35 +17%
AF
775
Allworth Financial
California
$133K +$42.2K +75 +46%
29 30
31
32 33