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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
751
Insigneo Advisory Services
Florida
$379K +$43K +74 +12%
NWAG
752
Net Worth Advisory Group
Utah
$379K +$22.7K +39 +6%
OF
753
Optimize Financial
California
$376K +$40.1K +69 +12%
WIA
754
World Investment Advisors
California
$372K -$14K -24 -4%
CP
755
CenterBook Partners
Connecticut
$372K +$382K +657 New
WA
756
Wealth Alliance
New York
$366K -$37.2K -64 -9%
WEG
757
World Equity Group
Illinois
$363K -$362K -622 -49%
DFCM
758
Dark Forest Capital Management
Puerto Rico
$361K -$266K -458 -42%
PCM
759
Permanent Capital Management
Illinois
$360K – – –
JF
760
JSF Financial
California
$358K – – –
OIS
761
OneAscent Investment Solutions
Alabama
$355K +$365K +628 New
VFA
762
Valeo Financial Advisors
Indiana
$351K +$21.5K +37 +6%
AFGAS
763
Allegiance Financial Group Advisory Services
Virginia
$350K +$360K +619 New
DWT
764
Dorsey & Whitney Trust
South Dakota
$349K +$28.5K +49 +9%
EWA
765
EverSource Wealth Advisors
Alabama
$347K +$120K +207 +51%
ET
766
Equitable Trust
Tennessee
$344K – – –
SPC
767
Sigma Planning Corp
Michigan
$341K -$24.4K -42 -7%
WWM
768
WJ Wealth Management
Arizona
$339K – – –
AWA
769
Arkadios Wealth Advisors
Georgia
$339K +$126K +217 +57%
PW
770
PUREfi Wealth
Massachusetts
$339K +$36.6K +63 +12%
DS
771
DRW Securities
Illinois
$335K -$39.5K -68 -10%
SFS
772
Sowell Financial Services
Arkansas
$334K +$344K +591 New
PWM
773
Perigon Wealth Management
California
$333K +$8.14K +14 +2%
AWM
774
Axxcess Wealth Management
California
$333K -$49.4K -85 -13%
BBW
775
Blue Barn Wealth
Utah
$330K +$1.74K +3 +0.5%
29 30
31
32 33