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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
851
Militia Capital Management
Texas
$202K +$210K +360 New
TPI
852
Trust Point Inc
Wisconsin
$201K +$209K +359 New
HI
853
Harbour Investments
Wisconsin
$186K +$1.17K +2 +0.6%
WT
854
Whittier Trust
California
$185K +$5.25K +9 +3%
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$182K +$20.4K +35 +12%
LSA
856
Leonteq Securities AG
Switzerland
$170K -$242K -414 -58%
BDL
857
Banque de Luxembourg
Luxembourg
$168K – – –
MMCM
858
Murphy & Mullick Capital Management
New York
$160K -$583 -1 -0.3%
RF
859
Rossby Financial
Florida
$152K -$9.92K -17 -6%
CFO
860
CVA Family Office
Colorado
$148K +$2.33K +4 +2%
VIS
861
Vega Investment Solutions
France
$147K +$102K +174 +196%
MPWT
862
MassMutual Private Wealth & Trust
Connecticut
$143K -$583 -1 -0.4%
EP
863
Essential Partners
California
$140K -$674K -1,155 -82%
GGI
864
Godsey & Gibb Inc
Virginia
$140K – – –
CH
865
Cromwell Holdings
Wyoming
$139K +$5.83K +10 +4%
MIM
866
Meridiem Investment Management
United Kingdom
$137K – – –
CYG
867
Clean Yield Group
Vermont
$137K – – –
UB
868
UMB Bank
Missouri
$132K +$15.8K +27 +13%
GKIM
869
GW&K Investment Management
Massachusetts
$122K +$26.8K +46 +27%
SR
870
Swiss Re
Switzerland
$115K +$120K +206 New
KFAS
871
Keating Financial Advisory Services
Kansas
$114K -$23.3K -40 -16%
ISWM
872
Intesa Sanpaolo Wealth Management
$112K – – –
OL
873
OneFund LLC
Florida
$110K -$5.25K -9 -4%
OWP
874
ORG Wealth Partners
Texas
$109K -$299K -513 -73%
FC
875
Financial Consulate
Maryland
$108K -$9.92K -17 -8%
33 34
35
36 37