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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
976
Ares Financial Consulting
California
$8.03K +$7.85K +14 New
AW
977
Avion Wealth
Texas
$8K -$1.12K -2 -12%
TFA
978
Transamerica Financial Advisors
Florida
$7.5K -$1.12K -2 -13%
KFI
979
Key Financial Inc
Pennsylvania
$7.46K -$2.24K -4 -24%
FFO
980
Fortitude Family Office
Arizona
$7.46K – – –
SIC
981
SJS Investment Consulting
Ohio
$6.89K +$5.61K +10 +500%
AS
982
Altshuler Shaham
Israel
$6.88K – – –
HWA
983
Heritage Wealth Advisors
Virginia
$6.88K – – –
KPP
984
Kings Path Partners
Texas
$6.88K – – –
S
985
Sachetta
Massachusetts
$6.31K -$2.24K -4 -27%
KG
986
Kilter Group
New York
$6.31K -$1.68K -3 -21%
DAM
987
Delta Asset Management
Tennessee
$6.31K – – –
EAM
988
Eukles Asset Management
Ohio
$6.31K – – –
OPTFSNA
989
Old Point Trust & Financial Services N A
Virginia
$6.31K +$6.17K +11 New
BFS
990
Bare Financial Services
Pennsylvania
$5.74K +$561 +1 +11%
FPF
991
First Pacific Financial
Washington
$5.74K +$561 +1 +11%
RWA
992
Redmont Wealth Advisors
Illinois
$5.74K – – –
CVM
993
Cheviot Value Management
California
$5.53K – – –
WA
994
Westfuller Advisors
New York
$5.32K +$1.68K +3 +50%
HWP
995
Highline Wealth Partners
California
$5.2K +$561 +1 +13%
PC
996
Pier Capital
Connecticut
$5.16K -$10.1K -18 -67%
CJ
997
Caitlin John
Michigan
$5.16K -$6.17K -11 -55%
SC
998
SouthState Corp
Florida
$5.16K -$5.05K -9 -50%
AFG
999
Albion Financial Group
Utah
$5.16K – – –
CAM
1000
Close Asset Management
United Kingdom
$5K +$5.05K +9 New
38 39
40
41 42