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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
901
Blue Trust Inc
Georgia
$122K +$23.8K +43 +25%
OL
902
OneFund LLC
Florida
$119K +$114K +206 New
C
903
Covestor
United Kingdom
$113K -$21.6K -39 -17%
GCM
904
Goldstream Capital Management
Hong Kong
$112K – – –
PFBT
905
Parkside Financial Bank & Trust
Missouri
$105K – – –
LFG
906
Larson Financial Group
Missouri
$103K -$18.8K -34 -16%
UB
907
UMB Bank
Missouri
$103K -$43.7K -79 -31%
DF
908
Dunhill Financial
United Kingdom
$102K -$553 -1 -0.6%
EFMH
909
E Fund Management (HK)
Hong Kong
$97.5K -$12.7K -23 -12%
GSWM
910
Golden State Wealth Management
California
$96.9K +$80.8K +146 +664%
OWA
911
Opal Wealth Advisors
New York
$95.2K +$3.32K +6 +4%
APW
912
Acima Private Wealth
Virginia
$88.2K – – –
OCM
913
Osterweis Capital Management
California
$88.2K +$84.7K +153 New
GAG
914
Goodman Advisory Group
Massachusetts
$85.9K +$82.5K +149 New
CFFP
915
Center for Financial Planning
Michigan
$83.6K – – –
IIM
916
Intact Investment Management
Quebec, Canada
$79.6K +$10.5K +19 +16%
TPCW
917
TD Private Client Wealth
New York
$77.3K -$738K -1,334 -91%
GRP
918
Global Retirement Partners
California
$73.9K +$70.8K +128 New
PTC
919
Private Trust Company
Ohio
$73.8K – – –
SS
920
Sunbelt Securities
Texas
$73.8K -$10.5K -19 -13%
POIA
921
Pin Oak Investment Advisors
Texas
$73K – – –
BOJHT
922
Bank of Jackson Hole Trust
Wyoming
$68.6K +$52.6K +95 +396%
WA
923
Whipplewood Advisors
Colorado
$65.2K -$18.3K -33 -23%
SOW
924
State of Wyoming
Wyoming
$65.2K +$62.5K +113 New
CSP
925
Cary Street Partners
Virginia
$64.6K -$1.66K -3 -3%
35 36
37
38 39