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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
926
Evergreen Private Wealth
Colorado
$8.16K – – –
TC
927
Truvestments Capital
Florida
$8.16K +$7.59K +14 New
FAM
928
Flaharty Asset Management
Florida
$7.6K +$7.05K +13 New
AW
929
Avion Wealth
Texas
$7K +$2.17K +4 +44%
PWMG
930
Prestige Wealth Management Group
New Jersey
$7K – – –
KPP
931
Kings Path Partners
Texas
$7K – – –
HWA
932
Heritage Wealth Advisors
Virginia
$7K +$6.51K +12 New
BWM
933
Bullock Wealth Management
Indiana
$6.49K – – –
DAM
934
Delta Asset Management
Tennessee
$6.41K – – –
EAM
935
Eukles Asset Management
Ohio
$6.41K – – –
CWP
936
Concord Wealth Partners
Virginia
$6.41K +$5.96K +11 New
GJWM
937
Gilliland Jeter Wealth Management
Arkansas
$5.83K – – –
IBOK
938
Independence Bank of Kentucky
Kentucky
$5.83K – – –
RWA
939
Redmont Wealth Advisors
Illinois
$5.83K – – –
WWP
940
WR Wealth Planners
Missouri
$5.83K +$2.71K +5 +100%
FFO
941
Fortitude Family Office
Arizona
$5.83K +$5.42K +10 New
AWM
942
Abound Wealth Management
Tennessee
$5.25K – – –
AFG
943
Albion Financial Group
Utah
$5.25K – – –
AEPWM
944
Atlantic Edge Private Wealth Management
Florida
$5.25K – – –
FPF
945
First Pacific Financial
Washington
$5.25K – – –
GEA
946
Glen Eagle Advisors
New Jersey
$5.25K – – –
EB
947
Eastern Bank
Massachusetts
$5.25K +$4.88K +9 New
CAL
948
Capital Analysts LLC
Pennsylvania
$5K +$4.88K +9 New
CWA
949
Carolina Wealth Advisors
South Carolina
$4.66K +$4.34K +8 New
RWM
950
Raffa Wealth Management
District of Columbia
$4.08K -$22.2K -41 -85%
36 37
38
39 40