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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
776
Keel Point
Alabama
$288K +$31.5K +54 +12%
PP
777
PDS Planning
Ohio
$286K -$3.5K -6 -1%
BEC
778
Blue Edge Capital
Virginia
$285K – – –
CI
779
CX Institutional
Indiana
$280K -$4.67K -8 -2%
WA
780
Wealth Alliance
New York
$276K -$16.9K -29 -6%
BHPW
781
Beverly Hills Private Wealth
California
$273K -$118K -202 -29%
NAAA
782
New Age Alpha Advisors
New York
$272K -$43.2K -74 -13%
AWM
783
Axxcess Wealth Management
California
$271K +$282K +484 New
AWM
784
AE Wealth Management
Kansas
$270K -$15.2K -26 -5%
DWP
785
Daymark Wealth Partners
Ohio
$270K +$8.17K +14 +3%
DT
786
DV Trading
Illinois
$270K +$281K +482 New
CAS
787
CTC Alternative Strategies
Illinois
$269K +$280K +480 New
HCM
788
Howard Capital Management
Georgia
$268K +$279K +479 New
GFP
789
Gryphon Financial Partners
Ohio
$267K -$82.9K -142 -23%
IAA
790
Independent Advisor Alliance
North Carolina
$266K +$2.92K +5 +1%
OIS
791
OneAscent Investment Solutions
Alabama
$265K -$208K -356 -43%
LCAM
792
London & Capital Asset Management
United Kingdom
$262K -$1.75K -3 -0.6%
SACTSONJ
793
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$262K -$24.5K -42 -8%
CFGW
794
Chancellor Financial Group WB
Pennsylvania
$262K – – –
ICP
795
Impact Capital Partners
Colorado
$259K -$21.6K -37 -7%
VFA
796
Valeo Financial Advisors
Indiana
$258K +$269K +461 New
LI
797
Lafayette Investments
Maryland
$257K – – –
WC
798
Waterloo Capital
Texas
$253K +$263K +451 New
AP
799
Arlington Partners
Alabama
$253K +$5.25K +9 +2%
SIA
800
Soltis Investment Advisors
Utah
$252K +$263K +451 New
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