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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
776
New Age Alpha Advisors
New York
$283K +$165K +295 +148%
BGA
777
Battery Global Advisors
Massachusetts
$280K +$595K +1,061 +5,052%
AWM
778
Aprio Wealth Management
Georgia
$279K +$50.5K +90 +23%
TWC
779
TD Waterhouse Canada
Ontario, Canada
$277K +$2.24K +4 +0.8%
BA
780
Bridgewater Advisors
New York
$274K -$9.54K -17 -4%
WA
781
Wealth Alliance
New York
$274K -$38.7K -69 -13%
PPWP
782
Premier Path Wealth Partners
New Jersey
$273K +$49.4K +88 +23%
HCM
783
Howard Capital Management
Georgia
$273K +$1.12K +2 +0.4%
ECM
784
Evergreen Capital Management
Washington
$272K -$29.2K -52 -10%
IG
785
ING Group
Netherlands
$269K -$1.77M -3,155 -87%
CFGW
786
Chancellor Financial Group WB
Pennsylvania
$268K – – –
CAMG
787
CWA Asset Management Group
Florida
$266K -$6.73K -12 -3%
OAS
788
Optivise Advisory Services
Tennessee
$265K -$47.7K -85 -16%
CAI
789
Capital Advisors Inc
Oklahoma
$265K -$1.12K -2 -0.4%
FFS
790
Founders Financial Securities
Maryland
$260K +$255K +454 New
AWM
791
Axxcess Wealth Management
California
$257K -$83.6K -149 -25%
FCM
792
Fortis Capital Management
Washington
$255K -$5.43M -9,678 -96%
RRWA
793
Rainey & Randall Wealth Advisors
Florida
$255K – – –
LI
794
Lafayette Investments
Maryland
$255K +$25.2K +45 +11%
MW
795
Marble Wealth
Alabama
$255K +$249K +444 New
OIS
796
OneAscent Investment Solutions
Alabama
$252K +$2.24K +4 +0.9%
FFN
797
Focus Financial Network
Minnesota
$246K -$20.2K -36 -8%
PCM
798
Permanent Capital Management
Illinois
$246K -$116K -207 -33%
LFA
799
Legacy Financial Advisors
Kentucky
$246K +$240K +428 New
MYAM
800
Meiji Yasuda Asset Management
Japan
$246K +$40.4K +72 +20%
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