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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
801
Arlington Partners
Alabama
$253K +$5.25K +9 +2%
SIA
802
Soltis Investment Advisors
Utah
$252K +$263K +451 New
MFA
803
Mayflower Financial Advisors
Massachusetts
$252K -$2.33K -4 -0.9%
LCM
804
Laurion Capital Management
New York
$251K +$262K +449 New
BA
805
Bridgewater Advisors
New York
$251K -$3.5K -6 -1%
CA
806
Commerzbank Aktiengesellschaft
Germany
$251K -$134K -230 -34%
PCIA
807
Prime Capital Investment Advisors
Kansas
$250K -$107K -184 -29%
EC
808
EntryPoint Capital
New York
$250K -$83.4K -143 -24%
RRWA
809
Rainey & Randall Wealth Advisors
Florida
$249K – – –
WI
810
WrapManager Inc
California
$248K -$19.3K -33 -7%
IAS
811
Insigneo Advisory Services
Florida
$247K +$5.83K +10 +2%
CFS
812
Commonwealth Financial Services
West Virginia
$246K +$31.5K +54 +14%
JTWM
813
Jackson Thornton Wealth Management
Alabama
$244K +$254K +436 New
BFG
814
Birch Financial Group
New Hampshire
$242K -$267K -458 -51%
PCM
815
Permanent Capital Management
Illinois
$242K – – –
SSA
816
Shepherd Street Advisors
California
$238K -$14K -24 -6%
WJWM
817
Williams Jones Wealth Management
New York
$237K -$22.8K -39 -8%
VVP
818
Venture Visionary Partners
Ohio
$236K +$4.08K +7 +2%
TIA
819
Tandem Investment Advisors
South Carolina
$236K -$79.9K -137 -25%
IFG
820
Independent Financial Group
California
$236K -$96.3K -165 -28%
KCP
821
Kera Capital Partners
California
$234K -$95.1K -163 -28%
BCM
822
Buckhead Capital Management
Georgia
$234K +$1.75K +3 +0.7%
ST
823
Smithfield Trust
Pennsylvania
$234K – – –
VWM
824
Venturi Wealth Management
Texas
$231K -$16.9K -29 -7%
OAS
825
Optivise Advisory Services
Tennessee
$230K -$16.3K -28 -6%
31 32
33
34 35