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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
976
Pension & Wealth Management Advisors
Massachusetts
$8.4K – – –
SIC
977
Salem Investment Counselors
North Carolina
$8.4K – – –
TCM
978
Triumph Capital Management
Colorado
$8.4K – – –
MAM
979
Meeder Asset Management
Ohio
$8.4K +$1.17K +2 +15%
WAG
980
Wilkerson Advisory Group
Missouri
$8.4K +$1.75K +3 +25%
APFP
981
Action Point Financial Planning
Michigan
$8.4K +$9.34K +16 New
Q1WB
982
Quest 10 Wealth Builders
Virginia
$7.95K – – –
AFC
983
Ares Financial Consulting
California
$7.84K – – –
BGAI
984
Bruce G. Allen Investments
Colorado
$7.84K – – –
TC
985
Truvestments Capital
Florida
$7.84K – – –
AG
986
AmeriFlex Group
Nevada
$7.84K +$3.5K +6 +75%
AWM
987
Abound Wealth Management
Tennessee
$7.3K -$4.08K -7 -35%
FFA
988
Frazier Financial Advisors
Ohio
$7.28K – – –
KFI
989
Key Financial Inc
Pennsylvania
$7.28K – – –
BHWM
990
Bay Harbor Wealth Management
Maryland
$7.28K +$583 +1 +8%
SC
991
SouthState Corp
Florida
$7.28K +$1.17K +2 +18%
HFM
992
Harvest Fund Management
China
$7K – – –
KG
993
Kilter Group
New York
$6.72K +$583 +1 +9%
KPP
994
Kings Path Partners
Texas
$6.72K – – –
CIAM
995
Caitong International Asset Management
Hong Kong
$6.16K -$120K -206 -95%
DJSG
996
D.J. St. Germain
Massachusetts
$6.16K -$3.5K -6 -35%
DAM
997
Delta Asset Management
Tennessee
$6.16K – – –
EAM
998
Eukles Asset Management
Ohio
$6.16K – – –
OPTFSNA
999
Old Point Trust & Financial Services N A
Virginia
$6.16K – – –
TAP
1000
Tounjian Advisory Partners
Florida
$5.84K +$5.83K +10 New
38 39
40
41 42