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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
951
Meeder Asset Management
Ohio
$35.2K +$4.98K +9 +17%
SC
952
Steph & Co
Wisconsin
$34.6K +$33.2K +60 New
JWA
953
JFS Wealth Advisors
Pennsylvania
$33.5K -$1.66K -3 -5%
TCOV
954
Trust Company of Vermont
Vermont
$33.5K – – –
SSG
955
Summit Securities Group
New York
$30K +$28.8K +52 New
RA
956
Rise Advisors
New York
$26.9K -$1.66K -3 -6%
JFGIW
957
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.2K -$6.09K -11 -21%
CI
958
Clal Insurance
Israel
$24K +$23.2K +42 New
GC
959
GFG Capital
Florida
$23.1K +$22.1K +40 New
FMP
960
Financial Management Professionals
Texas
$22.5K +$2.77K +5 +15%
PGAM
961
Princeton Global Asset Management
New Jersey
$22K +$6.64K +12 +46%
TCOT
962
Trust Company of Toledo
Ohio
$21.9K +$21K +38 New
RA
963
Rational Advisors
New York
$20.8K +$19.9K +36 New
WIM
964
Westside Investment Management
California
$19.8K +$18.8K +34 New
RWM
965
Rialto Wealth Management
New York
$19.6K +$1.11K +2 +6%
NC
966
NewSquare Capital
Pennsylvania
$19.6K +$1.11K +2 +6%
CA
967
CoreCap Advisors
Michigan
$19.6K +$5.54K +10 +42%
BIA
968
Bell Investment Advisors
California
$19K -$2.21K -4 -11%
SC
969
SouthState Corp
Florida
$18.5K -$3.32K -6 -16%
TH
970
TCTC Holdings
Texas
$18.5K – – –
MIM
971
MTM Investment Management
South Carolina
$18.5K +$17.7K +32 New
SAS
972
Spurstone Advisory Services
Connecticut
$18.5K +$17.7K +32 New
GWSG
973
GPS Wealth Strategies Group
Colorado
$17.6K – – –
PWAM
974
Private Wealth Asset Management
Iowa
$17.3K -$1.11K -2 -6%
AIM
975
Anchor Investment Management
South Carolina
$16.7K +$2.21K +4 +16%
37 38
39
40 41