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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
776
Lafayette Investments
Maryland
$247K +$7.89K +14 +3%
MFA
777
Mayflower Financial Advisors
Massachusetts
$245K +$25.4K +45 +11%
BA
778
Bridgewater Advisors
New York
$244K +$13.5K +24 +5%
RRWA
779
Rainey & Randall Wealth Advisors
Florida
$240K – – –
EFG
780
Everhart Financial Group
Ohio
$240K +$32.1K +57 +15%
IA
781
Inspire Advisors
Idaho
$240K +$251K +445 New
AP
782
Arlington Partners
Alabama
$238K +$249K +442 New
VWM
783
Venturi Wealth Management
Texas
$238K +$37.2K +66 +18%
OAS
784
Optivise Advisory Services
Tennessee
$237K -$13K -23 -5%
BFIM
785
Beese Fulmer Investment Management
Ohio
$236K +$246K +437 New
MOS
786
MGO One Seven
Ohio
$234K +$47.4K +84 +24%
IAS
787
Insigneo Advisory Services
Florida
$232K -$102K -181 -30%
JAM
788
JCIC Asset Management
Ontario, Canada
$230K +$45.1K +80 +23%
PCM
789
Penserra Capital Management
California
$228K +$6.77K +12 +3%
OFS
790
OneAscent Financial Services
Alabama
$228K +$239K +423 New
BMCM
791
Bryn Mawr Capital Management
Pennsylvania
$227K -$152K -269 -39%
OCA
792
OpenArc Corporate Advisory
Georgia
$225K +$236K +418 New
ST
793
Smithfield Trust
Pennsylvania
$224K – – –
VVP
794
Venture Visionary Partners
Ohio
$224K -$3.95K -7 -2%
BCM
795
Buckhead Capital Management
Georgia
$224K – – –
FFA
796
Founders Financial Alliance
North Carolina
$222K -$46.8K -83 -17%
PFM
797
Patton Fund Management
Texas
$221K – – –
SSA
798
Shepherd Street Advisors
California
$219K -$51.3K -91 -18%
EA
799
Emerald Advisers
Pennsylvania
$218K – – –
CAM
800
Claret Asset Management
Quebec, Canada
$217K – – –
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