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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
851
Oakworth Capital
Alabama
$9.63K – – –
PWMG
852
Private Wealth Management Group
New Jersey
$9.63K – – –
FRA
853
Front Row Advisors
California
$9.63K +$9.92K +20 New
CHA
854
Carmichael Hill & Associates
Maryland
$9.15K – – –
RS
855
Rakuten Securities
Japan
$9.15K -$2.48K -5 -21%
HGA
856
Hobbs Group Advisors
South Carolina
$9.15K +$9.43K +19 New
MCM
857
Manchester Capital Management
Vermont
$8.67K +$496 +1 +6%
UWS
858
Unique Wealth Strategies
Illinois
$8.42K +$7.44K +15 New
FCA
859
FinTrust Capital Advisors
South Carolina
$8.19K +$4.96K +10 +143%
SIC
860
Salem Investment Counselors
North Carolina
$7.23K – – –
SCA
861
Stuart Chaussee & Associates
California
$7.23K – – –
EPW
862
Evergreen Private Wealth
Colorado
$6.75K – – –
DCM
863
Davidson Capital Management
Texas
$6.75K +$496 +1 +8%
AWM
864
Avior Wealth Management
Nebraska
$6.74K -$118K -238 -94%
KFI
865
Key Financial Inc
Pennsylvania
$6.26K – – –
MIFH
866
Migdal Insurance & Financial Holdings
Israel
$6K +$6.45K +13 New
PWMG
867
Prestige Wealth Management Group
New Jersey
$5.78K – – –
KPP
868
Kings Path Partners
Texas
$5.78K +$5.95K +12 New
DAM
869
Delta Asset Management
Tennessee
$5.3K -$496 -1 -8%
EAM
870
Eukles Asset Management
Ohio
$5.3K – – –
VCM
871
Versant Capital Management
Arizona
$4.82K -$1.99K -4 -29%
IBOK
872
Independence Bank of Kentucky
Kentucky
$4.82K – – –
RWA
873
Redmont Wealth Advisors
Illinois
$4.82K – – –
GWM
874
Geneos Wealth Management
Colorado
$4.82K +$2.98K +6 +150%
GJWM
875
Gilliland Jeter Wealth Management
Arkansas
$4.82K +$4.96K +10 New
33 34
35
36 37