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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
976
Anchor Investment Management
South Carolina
$14.1K -$5.81K -10 -29%
ADL
977
Asset Dedication LLC
California
$13.6K – – –
CA
978
CoreCap Advisors
Michigan
$13.6K – – –
GSWM
979
Golden State Wealth Management
California
$12.4K – – –
BGA
980
Battery Global Advisors
Massachusetts
$12K – – –
SIS
981
Sound Income Strategies
Florida
$11.3K +$6.39K +11 +122%
HIA
982
Harbor Investment Advisory
Maryland
$11.3K – – –
PWMG
983
Private Wealth Management Group
New Jersey
$11.3K – – –
KFI
984
Key Financial Inc
Pennsylvania
$10.7K – – –
BT
985
Banque Transatlantique
France
$10.2K – – –
PPC
986
Park Place Capital
Alabama
$9.61K -$88.9K -153 -90%
DCM
987
Davidson Capital Management
Texas
$9.05K – – –
SIC
988
Salem Investment Counselors
North Carolina
$8.48K – – –
SCA
989
Stuart Chaussee & Associates
California
$8.48K – – –
Q1WB
990
Quest 10 Wealth Builders
Virginia
$8.03K – – –
AW
991
Avion Wealth
Texas
$8K – – –
EPW
992
Evergreen Private Wealth
Colorado
$7.92K – – –
FWA
993
Flagship Wealth Advisors
Massachusetts
$7.92K – – –
TC
994
Truvestments Capital
Florida
$7.92K – – –
MSWA
995
Marshall & Sterling Wealth Advisors
New York
$7.92K +$8.14K +14 New
FAM
996
Flaharty Asset Management
Florida
$7.38K +$7.56K +13 New
MSWM
997
Mowery & Schoenfeld Wealth Management
Illinois
$6.81K -$1.16K -2 -14%
BCMLT
998
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.81K +$3.49K +6 +100%
HWA
999
Heritage Wealth Advisors
Virginia
$6.79K -$1.16K -2 -14%
KPP
1000
Kings Path Partners
Texas
$6.79K – – –
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40
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