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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
WPG Advisers
Maryland
$59.7K +$5.05K +9 +9%
BOJHT
902
Bank of Jackson Hole Trust
Wyoming
$59.1K -$33.1K -59 -36%
CSP
903
Cary Street Partners
Virginia
$59.1K +$6.17K +11 +12%
RS
904
Rakuten Securities
Japan
$55.7K -$561 -1 -1%
BWA
905
Basecamp Wealth Advisors
Washington
$49.9K +$48.8K +87 New
EI
906
eCIO Inc
Wisconsin
$48.8K +$47.7K +85 New
HIA
907
Harbor Investment Advisory
Maryland
$47K +$39.3K +70 +583%
WSFS
908
Wilmington Savings Fund Society
Delaware
$47K – – –
FNWA
909
Financial Network Wealth Advisors
Utah
$46.5K -$3.93K -7 -8%
IAIM
910
International Assets Investment Management
Florida
$46.5K +$45.4K +81 New
PMFA
911
Plante Moran Financial Advisors
Michigan
$45.9K – – –
WIM
912
Westside Investment Management
California
$45.3K +$6.73K +12 +18%
TCOV
913
Trust Company of Vermont
Vermont
$42.5K +$8.97K +16 +28%
PWMA
914
Pension & Wealth Management Advisors
Massachusetts
$41.9K -$10.1K -18 -20%
CLOS
915
Compagnie Lombard Odier SCmA
Switzerland
$39.6K – – –
FUBT
916
First United Bank & Trust
Maryland
$39K – – –
SC
917
Steph & Co
Wisconsin
$38.4K +$1.12K +2 +3%
JFGIW
918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.9K -$14K -25 -27%
JWA
919
JFS Wealth Advisors
Pennsylvania
$37.9K +$4.49K +8 +14%
SWM
920
SHP Wealth Management
Massachusetts
$35.6K +$34.8K +62 New
FMII
921
Farmers & Merchants Investments Inc
Nebraska
$35K – – –
LI
922
LRI Investments
Florida
$35K – – –
EW
923
Elyxium Wealth
California
$34.5K +$33.7K +60 New
CCA
924
Catalyst Capital Advisors
New York
$34.4K – – –
EBA
925
Eagle Bay Advisors
New York
$34.4K +$33.7K +60 New
35 36
37
38 39