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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
926
Bogart Wealth LLC
Virginia
$12.6K +$1.13K +2 +10%
RA
927
Rational Advisors
New York
$12.5K -$7.91K -14 -39%
BGA
928
Battery Global Advisors
Massachusetts
$12.1K – – –
MSWA
929
Marshall & Sterling Wealth Advisors
New York
$11.9K – – –
CJ
930
Caitlin John
Michigan
$11.6K +$11.3K +20 New
PWMG
931
Private Wealth Management Group
New Jersey
$11.3K – – –
PG
932
Proffitt & Goodson
Tennessee
$11.3K +$11.3K +20 New
MAM
933
Meeder Asset Management
Ohio
$10.8K -$23.7K -42 -69%
BDPWM
934
Barnes Dennig Private Wealth Management
Ohio
$10.8K +$10.7K +19 New
SC
935
SouthState Corp
Florida
$10.2K -$7.91K -14 -44%
BT
936
Banque Transatlantique
France
$10.2K – – –
KFI
937
Key Financial Inc
Pennsylvania
$9.39K -$1.13K -2 -11%
HHMI
938
Howard Hughes Medical Institute
Maryland
$9.08K – – –
AG
939
AmeriFlex Group
Nevada
$9.08K +$9.04K +16 New
AW
940
Avion Wealth
Texas
$9K -$1.13K -2 -11%
TPBG
941
Turning Point Benefit Group
Maryland
$8.84K +$9.04K +16 New
CT
942
Colonial Trust
South Carolina
$8.78K -$565 -1 -6%
SIC
943
Salem Investment Counselors
North Carolina
$8.51K – – –
S
944
Sachetta
Massachusetts
$8.51K +$2.26K +4 +36%
AAS
945
Ameritas Advisory Services
Nebraska
$8.51K -$2.83K -5 -25%
SCA
946
Stuart Chaussee & Associates
California
$8.51K – – –
Q1WB
947
Quest 10 Wealth Builders
Virginia
$8.06K – – –
TFA
948
Transamerica Financial Advisors
Florida
$7.97K +$8.48K +15 New
EPW
949
Evergreen Private Wealth
Colorado
$7.94K – – –
WB
950
Webster Bank
Connecticut
$7.94K – – –
36 37
38
39 40