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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
926
Root Financial Partners
California
$32.7K +$4.49K +8 +16%
TWD
927
True Wealth Design
Ohio
$31.6K -$47.7K -85 -61%
MSWM
928
Mowery & Schoenfeld Wealth Management
Illinois
$30.4K +$23K +41 +342%
HFM
929
Harvest Fund Management
China
$30K +$29.7K +53 New
PB
930
Pinnacle Bancorp
Nebraska
$27.5K – – –
SAG
931
SageView Advisory Group
California
$27K +$26.4K +47 New
FMP
932
Financial Management Professionals
Texas
$23.5K – – –
BWL
933
Bogart Wealth LLC
Virginia
$22.5K +$9.54K +17 +77%
PGAM
934
Princeton Global Asset Management
New Jersey
$22K – – –
TCOT
935
Trust Company of Toledo
Ohio
$21.8K – – –
KFP
936
Kerr Financial Planning
California
$20.6K -$561 -1 -3%
BIA
937
Bell Investment Advisors
California
$20.1K -$1.68K -3 -8%
EF
938
Entrust Financial
Pennsylvania
$20.1K +$19.6K +35 New
RWM
939
Rialto Wealth Management
New York
$19.5K +$561 +1 +3%
CA
940
CoreCap Advisors
Michigan
$18.9K -$1.12K -2 -6%
SL
941
Salomon & Ludwin
Virginia
$18.5K -$2.8K -5 -14%
MIM
942
MTM Investment Management
South Carolina
$18.4K – – –
TH
943
TCTC Holdings
Texas
$18.4K – – –
CPG
944
Cornerstone Planning Group
New Jersey
$17.9K +$561 +1 +4%
KAS
945
Kemnay Advisory Services
New York
$17.8K +$17.4K +31 New
PWAM
946
Private Wealth Asset Management
Iowa
$17.2K – – –
BDPWM
947
Barnes Dennig Private Wealth Management
Ohio
$17.2K +$6.17K +11 +58%
AA
948
Ancora Advisors
Ohio
$17.2K +$11.2K +20 +200%
LAS
949
Lloyd Advisory Services
Georgia
$16.5K +$16.3K +29 New
RA
950
Rational Advisors
New York
$15.5K +$2.8K +5 +23%
36 37
38
39 40