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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
901
Geneos Wealth Management
Colorado
$118K -$26.7K -46 -34%
SIM
902
Sentry Investment Management
Wisconsin
$114K +$64.5K +111 +97%
AGWCA
903
Annis Gardner Whiting Capital Advisors
Florida
$110K -$15.1K -26 -12%
GCM
904
Goldstream Capital Management
Hong Kong
$110K – – –
EFMH
905
E Fund Management (HK)
Hong Kong
$109K -$91.8K -158 -45%
VIS
906
Vega Investment Solutions
France
$105K +$108K +186 New
PFBT
907
Parkside Financial Bank & Trust
Missouri
$103K +$4.65K +8 +5%
GFPC
908
Global Financial Private Client
Florida
$101K +$28.5K +49 +38%
DF
909
Dunhill Financial
United Kingdom
$100K -$1.16K -2 -1%
BTI
910
Blue Trust Inc
Georgia
$95.6K -$29.1K -50 -23%
YP
911
YANKCOM Partnership
South Dakota
$95.6K +$4.07K +7 +4%
SFFS
912
Stonehage Fleming Financial Services
Jersey
$93.3K – – –
OWA
913
Opal Wealth Advisors
New York
$89.9K +$92.4K +159 New
APW
914
Acima Private Wealth
Virginia
$86.5K – – –
CFFP
915
Center for Financial Planning
Michigan
$82K – – –
SS
916
Sunbelt Securities
Texas
$80.3K +$11K +19 +15%
POIA
917
Pin Oak Investment Advisors
Texas
$73K – – –
PTC
918
Private Trust Company
Ohio
$72.4K +$8.72K +15 +13%
QC
919
Quent Capital
New York
$68.6K +$5.81K +10 +9%
IIM
920
Intact Investment Management
Quebec, Canada
$67.3K +$69.2K +119 New
WA
921
Whipplewood Advisors
Colorado
$66.2K +$12.2K +21 +17%
CSP
922
Cary Street Partners
Virginia
$65K -$8.14K -14 -11%
WA
923
WPG Advisers
Maryland
$62.2K -$12.2K -21 -16%
TFIPS
924
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.2K – – –
LI
925
LRI Investments
Florida
$57.6K +$1.74K +3 +3%
35 36
37
38 39