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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
876
JCIC Asset Management
Ontario, Canada
$204K – – –
AA
877
Alta Advisers
United Kingdom
$203K +$209K +359 New
SW
878
SVB Wealth
Massachusetts
$193K -$49.4K -85 -20%
LC
879
Lindbrook Capital
California
$192K +$51.7K +89 +36%
TWC
880
TD Waterhouse Canada
Ontario, Canada
$187K +$9.88K +17 +5%
WT
881
Whittier Trust
California
$183K -$74.4K -128 -28%
BDL
882
Banque de Luxembourg
Luxembourg
$170K – – –
RF
883
Rossby Financial
Florida
$168K +$182K +313 New
MPWT
884
MassMutual Private Wealth & Trust
Connecticut
$167K +$44.8K +77 +35%
MMCM
885
Murphy & Mullick Capital Management
New York
$166K – – –
GM
886
GeoWealth Management
Illinois
$162K -$242K -417 -59%
AAP
887
Arax Advisory Partners
Colorado
$158K +$94.2K +162 +138%
CAWM
888
Capital A Wealth Management
Pennsylvania
$151K – – –
CFO
889
CVA Family Office
Colorado
$149K +$6.39K +11 +4%
UB
890
UMB Bank
Missouri
$145K +$21.5K +37 +17%
TWD
891
True Wealth Design
Ohio
$143K +$101K +174 +223%
GGI
892
Godsey & Gibb Inc
Virginia
$141K – – –
HI
893
Harbour Investments
Wisconsin
$140K -$5.81K -10 -4%
MIM
894
Meridiem Investment Management
United Kingdom
$139K – – –
CYG
895
Clean Yield Group
Vermont
$139K – – –
C
896
Covestor
United Kingdom
$133K +$15.1K +26 +13%
AF
897
Allworth Financial
California
$132K -$4.65K -8 -3%
CH
898
Cromwell Holdings
Wyoming
$128K +$1.74K +3 +1%
LFG
899
Larson Financial Group
Missouri
$120K +$97.1K +167 +371%
WF
900
Wayfinding Financial
Washington
$118K +$121K +209 New
34 35
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