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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
901
Align Financial
Minnesota
$49.3K – – –
BWA
902
Basecamp Wealth Advisors
Washington
$47.6K – – –
CLOS
903
Compagnie Lombard Odier SCmA
Switzerland
$45.4K – – –
PMFA
904
Plante Moran Financial Advisors
Michigan
$44.8K – – –
WIM
905
Westside Investment Management
California
$44.8K – – –
GAM
906
Generali Asset Management
Italy
$43.1K +$44.9K +77 New
JWM
907
JPL Wealth Management
Colorado
$42K +$1.17K +2 +3%
WTA
908
Washington Trust Advisors
Massachusetts
$40.9K +$42.6K +73 New
PTC
909
Private Trust Company
Ohio
$40.9K -$15.2K -26 -26%
NB
910
NBH Bank
Colorado
$39.8K +$41.4K +71 New
SGFG
911
Silver Grove Financial Group
New York
$39.8K +$41.4K +71 New
TCOV
912
Trust Company of Vermont
Vermont
$37.5K +$39.1K +67 New
SWM
913
SHP Wealth Management
Massachusetts
$36.4K +$4.08K +7 +12%
FUBT
914
First United Bank & Trust
Maryland
$35.3K – – –
FMII
915
Farmers & Merchants Investments Inc
Nebraska
$35.3K +$1.17K +2 +3%
CCA
916
Catalyst Capital Advisors
New York
$33.6K – – –
CGA
917
Compound Global Advisors
Washington
$33.6K +$35K +60 New
LI
918
LRI Investments
Florida
$31.4K -$3.5K -6 -10%
JWA
919
JFS Wealth Advisors
Pennsylvania
$30.8K +$583 +1 +2%
IAIM
920
International Assets Investment Management
Florida
$30.3K -$14.6K -25 -32%
AWM
921
Activest Wealth Management
Florida
$28.6K -$10.5K -18 -26%
PJC
922
Phillip James Consulting
Minnesota
$27.8K +$177K +304 New
AA
923
Ancora Advisors
Ohio
$27.4K +$5.83K +10 +26%
BWL
924
Bogart Wealth LLC
Virginia
$27.1K – – –
PB
925
Pinnacle Bancorp
Nebraska
$26.9K – – –
35 36
37
38 39