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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
776
Williams Jones Wealth Management
New York
$250K -$127K -225 -33%
KP
777
Keel Point
Alabama
$248K -$62.6K -111 -19%
LI
778
Lafayette Investments
Maryland
$247K +$7.89K +14 +3%
MFA
779
Mayflower Financial Advisors
Massachusetts
$245K +$25.4K +45 +11%
BA
780
Bridgewater Advisors
New York
$244K +$13.5K +24 +5%
RRWA
781
Rainey & Randall Wealth Advisors
Florida
$240K – – –
EFG
782
Everhart Financial Group
Ohio
$240K +$32.1K +57 +15%
IA
783
Inspire Advisors
Idaho
$240K +$251K +445 New
AP
784
Arlington Partners
Alabama
$238K +$249K +442 New
VWM
785
Venturi Wealth Management
Texas
$238K +$37.2K +66 +18%
OAS
786
Optivise Advisory Services
Tennessee
$237K -$13K -23 -5%
BFIM
787
Beese Fulmer Investment Management
Ohio
$236K +$246K +437 New
MOS
788
MGO One Seven
Ohio
$234K +$47.4K +84 +24%
IAS
789
Insigneo Advisory Services
Florida
$232K -$102K -181 -30%
JAM
790
JCIC Asset Management
Ontario, Canada
$230K +$45.1K +80 +23%
PCM
791
Penserra Capital Management
California
$228K +$6.77K +12 +3%
OFS
792
OneAscent Financial Services
Alabama
$228K +$239K +423 New
BMCM
793
Bryn Mawr Capital Management
Pennsylvania
$227K -$152K -269 -39%
OCA
794
OpenArc Corporate Advisory
Georgia
$225K +$236K +418 New
ST
795
Smithfield Trust
Pennsylvania
$224K – – –
VVP
796
Venture Visionary Partners
Ohio
$224K -$3.95K -7 -2%
BCM
797
Buckhead Capital Management
Georgia
$224K – – –
FFA
798
Founders Financial Alliance
North Carolina
$222K -$46.8K -83 -17%
PFM
799
Patton Fund Management
Texas
$221K – – –
SSA
800
Shepherd Street Advisors
California
$219K -$51.3K -91 -18%
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