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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Avior Wealth Management
Nebraska
$9.6K – – –
TH
977
TCTC Holdings
Texas
$9.6K +$9.6K +16 New
SIC
978
Salem Investment Counselors
North Carolina
$9K – – –
SCA
979
Stuart Chaussee & Associates
California
$9K – – –
Q1WB
980
Quest 10 Wealth Builders
Virginia
$8.52K +$8.4K +14 New
MSWM
981
Mowery & Schoenfeld Wealth Management
Illinois
$8.4K +$8.4K +14 New
EPW
982
Evergreen Private Wealth
Colorado
$8.4K – – –
TC
983
Truvestments Capital
Florida
$8.4K – – –
HWA
984
Heritage Wealth Advisors
Virginia
$8.4K +$1.2K +2 +17%
FWA
985
Flagship Wealth Advisors
Massachusetts
$8.4K +$8.4K +14 New
SAM
986
Synergy Asset Management
Washington
$8.16K +$8.4K +14 New
AW
987
Avion Wealth
Texas
$8K +$600 +1 +8%
CAS
988
Coppell Advisory Solutions
Texas
$7.79K +$4.8K +8 +160%
KPP
989
Kings Path Partners
Texas
$7.2K – – –
CWP
990
Concord Wealth Partners
Virginia
$6.6K – – –
DAM
991
Delta Asset Management
Tennessee
$6.6K – – –
EAM
992
Eukles Asset Management
Ohio
$6.6K – – –
WWP
993
WR Wealth Planners
Missouri
$6.6K +$600 +1 +10%
SIC
994
SJS Investment Consulting
Ohio
$6K +$1.8K +3 +43%
AA
995
Ancora Advisors
Ohio
$6K -$167K -279 -97%
FFO
996
Fortitude Family Office
Arizona
$6K – – –
IBOK
997
Independence Bank of Kentucky
Kentucky
$6K – – –
AWM
998
Abound Wealth Management
Tennessee
$5.4K – – –
AFG
999
Albion Financial Group
Utah
$5.4K – – –
FPF
1000
First Pacific Financial
Washington
$5.4K – – –
38 39
40
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