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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
801
CX Institutional
Indiana
$284K +$24.9K +45 +10%
WA
802
Waddell & Associates
Tennessee
$283K +$272K +491 New
IAA
803
Independent Advisor Alliance
North Carolina
$282K +$6.09K +11 +2%
BWP
804
Baldwin Wealth Partners
Massachusetts
$281K -$1.66K -3 -0.6%
CSPIA
805
Cary Street Partners Investment Advisory
Virginia
$280K -$162K -293 -38%
KCP
806
Kera Capital Partners
California
$280K +$268K +485 New
WC
807
Waterloo Capital
Texas
$279K +$268K +484 New
CGL
808
Clarius Group LLC
Washington
$279K -$19.4K -35 -7%
HCPC
809
Hamilton Capital Partners (Canada)
$271K – – –
CAMG
810
CWA Asset Management Group
Florida
$271K +$25.5K +46 +11%
CFGW
811
Chancellor Financial Group WB
Pennsylvania
$269K – – –
HCM
812
Howard Capital Management
Georgia
$268K +$26K +47 +11%
CAI
813
Capital Advisors Inc
Oklahoma
$263K +$2.77K +5 +1%
FCM
814
FJ Capital Management
Virginia
$263K -$618K -1,117 -71%
JCM
815
J2 Capital Management
Michigan
$263K – – –
FFN
816
Focus Financial Network
Minnesota
$259K +$7.2K +13 +3%
ECM
817
Evergreen Capital Management
Washington
$258K -$13.3K -24 -5%
AA
818
Armis Advisers
Georgia
$257K +$251K +454 New
RRWA
819
Rainey & Randall Wealth Advisors
Florida
$257K – – –
SAM
820
Strive Asset Management
Ohio
$255K -$277K -501 -53%
MPM
821
MBB Public Markets
Illinois
$254K -$56.5K -102 -19%
MF
822
Magnetar Financial
Illinois
$254K +$244K +440 New
WWM
823
Whalen Wealth Management
Nevada
$254K +$244K +440 New
CI
824
Conning Inc
Connecticut
$252K -$12.2K -22 -5%
QIM
825
Quantitative Investment Management
Virginia
$251K -$266K -480 -52%
31 32
33
34 35