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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
976
Bay Harbor Wealth Management
Maryland
$6.47K +$2.26K +4 +50%
WAG
977
Wilkerson Advisory Group
Missouri
$6.47K +$5.64K +10 +500%
RCM
978
Richardson Capital Management
Wisconsin
$6.47K +$6.77K +12 New
GIA
979
GHP Investment Advisors
Colorado
$5.95K +$6.2K +11 New
KG
980
Kilter Group
New York
$5.93K – – –
SC
981
SouthState Corp
Florida
$5.93K +$1.13K +2 +22%
DAM
982
Delta Asset Management
Tennessee
$5.93K – – –
EAM
983
Eukles Asset Management
Ohio
$5.93K – – –
OPTFSNA
984
Old Point Trust & Financial Services N A
Virginia
$5.93K – – –
PWA
985
Physician Wealth Advisors
Utah
$5.39K +$2.26K +4 +67%
AT
986
Avalon Trust
New Mexico
$5.39K +$5.64K +10 New
CFM
987
Cornerstone Financial Management
Massachusetts
$5.39K +$1.69K +3 +43%
NSIM
988
North Star Investment Management
Illinois
$5.39K +$2.26K +4 +67%
GSEP
989
Golden State Equity Partners
California
$5.39K +$5.64K +10 New
TCM
990
TD Capital Management
Tennessee
$4.88K -$8.46K -15 -63%
CJ
991
Caitlin John
Michigan
$4.87K – – –
AFG
992
Albion Financial Group
Utah
$4.85K – – –
CVM
993
Cheviot Value Management
California
$4.85K – – –
PC
994
Pier Capital
Connecticut
$4.85K – – –
BLC
995
Brown, Lisle/Cummings
Rhode Island
$4.85K +$2.82K +5 +125%
NL
996
NVWM LLC
Pennsylvania
$4.31K -$1.44M -2,562 -100%
AG
997
AmeriFlex Group
Nevada
$4.31K – – –
ECA
998
Elevated Capital Advisors
Utah
$4.31K – – –
DPW
999
DiNuzzo Private Wealth
Pennsylvania
$3.77K – – –
PCFFS
1000
Pacific Center for Financial Services
California
$3.77K – – –
38 39
40
41 42