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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
976
Bank of Jackson Hole Trust
Wyoming
$14.2K +$14K +24 New
AIM
977
Anchor Investment Management
South Carolina
$14.1K -$5.81K -10 -29%
ADL
978
Asset Dedication LLC
California
$13.6K – – –
CA
979
CoreCap Advisors
Michigan
$13.6K – – –
GSWM
980
Golden State Wealth Management
California
$12.4K – – –
BGA
981
Battery Global Advisors
Massachusetts
$12K – – –
SIS
982
Sound Income Strategies
Florida
$11.3K +$6.39K +11 +122%
HIA
983
Harbor Investment Advisory
Maryland
$11.3K – – –
PWMG
984
Private Wealth Management Group
New Jersey
$11.3K – – –
KFI
985
Key Financial Inc
Pennsylvania
$10.7K – – –
BT
986
Banque Transatlantique
France
$10.2K – – –
PPC
987
Park Place Capital
Alabama
$9.61K -$88.9K -153 -90%
DCM
988
Davidson Capital Management
Texas
$9.05K – – –
SIC
989
Salem Investment Counselors
North Carolina
$8.48K – – –
SCA
990
Stuart Chaussee & Associates
California
$8.48K – – –
Q1WB
991
Quest 10 Wealth Builders
Virginia
$8.03K – – –
AW
992
Avion Wealth
Texas
$8K – – –
EPW
993
Evergreen Private Wealth
Colorado
$7.92K – – –
FWA
994
Flagship Wealth Advisors
Massachusetts
$7.92K – – –
TC
995
Truvestments Capital
Florida
$7.92K – – –
MSWA
996
Marshall & Sterling Wealth Advisors
New York
$7.92K +$8.14K +14 New
FAM
997
Flaharty Asset Management
Florida
$7.38K +$7.56K +13 New
MSWM
998
Mowery & Schoenfeld Wealth Management
Illinois
$6.81K -$1.16K -2 -14%
BCMLT
999
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.81K +$3.49K +6 +100%
HWA
1000
Heritage Wealth Advisors
Virginia
$6.79K -$1.16K -2 -14%
38 39
40
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