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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGW
801
Chancellor Financial Group WB
Pennsylvania
$280K +$280K +467 New
CA
802
Clearstead Advisors
Ohio
$279K -$6.6K -11 -2%
EAM
803
Empirical Asset Management
Massachusetts
$278K +$278K +464 New
AWA
804
Aaron Wealth Advisors
Illinois
$277K +$47.4K +79 +21%
CI
805
Conning Inc
Connecticut
$275K -$7.8K -13 -3%
VSQM
806
V-Square Quantitative Management
Illinois
$275K -$31.2K -52 -10%
JCM
807
J2 Capital Management
Michigan
$274K +$274K +456 New
PP
808
PDS Planning
Ohio
$271K +$20.4K +34 +8%
WT
809
Whittier Trust
California
$271K -$84.6K -141 -24%
HBS
810
Howard Bailey Securities
Indiana
$269K -$18K -30 -6%
CAI
811
Capital Advisors Inc
Oklahoma
$269K +$269K +449 New
KP
812
Keel Point
Alabama
$268K +$30K +50 +13%
QL
813
Quarry LP
New York
$268K -$48.6K -81 -15%
FHA
814
Flagship Harbor Advisors
Massachusetts
$265K +$14.4K +24 +6%
SWP
815
Sagespring Wealth Partners
Tennessee
$263K +$263K +438 New
ECM
816
Evergreen Capital Management
Washington
$262K – – –
DBRC
817
D.B. Root & Company
Pennsylvania
$257K +$600 +1 +0.2%
KWA
818
Kingswood Wealth Advisors
California
$256K -$864K -1,440 -77%
SW
819
SVB Wealth
Massachusetts
$255K +$256K +426 New
FFN
820
Focus Financial Network
Minnesota
$254K +$254K +424 New
FTUS
821
Flow Traders U.S.
New York
$253K +$253K +422 New
ST
822
Smithfield Trust
Pennsylvania
$251K – – –
CAMG
823
CWA Asset Management Group
Florida
$251K +$10.2K +17 +4%
WCM
824
WealthBridge Capital Management
Ohio
$248K – – –
C
825
Certuity
Florida
$248K -$12.6K -21 -5%
31 32
33
34 35