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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
776
Equitable Trust
Tennessee
$321K -$28.8K -52 -9%
WA
777
Waverly Advisors
Alabama
$320K +$31.5K +57 +11%
FFA
778
Farther Finance Advisors
California
$318K -$79.1K -143 -21%
SPC
779
Sigma Planning Corp
Michigan
$318K -$29.3K -53 -9%
SFS
780
Sowell Financial Services
Arkansas
$317K -$22.7K -41 -7%
TWC
781
TD Waterhouse Canada
Ontario, Canada
$314K +$113K +204 +61%
FFM
782
Forum Financial Management
Illinois
$313K -$5.54K -10 -2%
FW
783
FullCircle Wealth
Texas
$312K +$1.11K +2 +0.4%
SMA
784
Sage Mountain Advisors
Georgia
$307K -$17.7K -32 -6%
PP
785
PDS Planning
Ohio
$307K +$2.21K +4 +0.8%
JSW
786
Journey Strategic Wealth
New Jersey
$300K +$36K +65 +14%
AWA
787
Arkadios Wealth Advisors
Georgia
$300K -$44.3K -80 -13%
CAL
788
Capital Advisors Ltd
Ohio
$299K -$23.2K -42 -7%
KPWS
789
Kestra Private Wealth Services
Texas
$299K -$3.87K -7 -1%
DWT
790
Dorsey & Whitney Trust
South Dakota
$298K -$55.9K -101 -16%
SAI
791
Savvy Advisors Inc
New York
$297K +$80.8K +146 +40%
VSQM
792
V-Square Quantitative Management
Illinois
$296K +$41K +74 +17%
SFC
793
SYM Financial Corp
Indiana
$292K -$229K -414 -45%
WS
794
Wedbush Securities
California
$292K -$553 -1 -0.2%
FSC
795
Full Sail Capital
Oklahoma
$291K +$280K +505 New
WEG
796
World Equity Group
Illinois
$290K -$77.5K -140 -22%
WCM
797
Washington Capital Management
Washington
$288K +$277K +500 New
IEFM
798
IQ EQ Fund Management
Ireland
$288K +$26.6K +48 +11%
FFA
799
Founders Financial Alliance
North Carolina
$287K +$19.4K +35 +8%
TNA
800
True North Advisors
Texas
$284K -$7.75K -14 -3%
30 31
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