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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Crewe Advisors
Utah
$5.6K -$1.17K -2 -17%
AT
1002
Avalon Trust
New Mexico
$5.6K – – –
RS
1003
Rakuten Securities
Japan
$5.6K -$50.8K -87 -90%
TCM
1004
TD Capital Management
Tennessee
$5.08K – – –
CJ
1005
Caitlin John
Michigan
$5.08K – – –
AFG
1006
Albion Financial Group
Utah
$5.04K – – –
BFPW
1007
BOK Financial Private Wealth
Colorado
$5.04K +$5.25K +9 New
CVM
1008
Cheviot Value Management
California
$5.04K – – –
PC
1009
Pier Capital
Connecticut
$5.04K – – –
AP
1010
Aspect Partners
Virginia
$5.04K +$1.17K +2 +29%
RWM
1011
Raffa Wealth Management
District of Columbia
$5.04K +$1.17K +2 +29%
BCWM
1012
Bartlett & Co Wealth Management
Ohio
$5.04K +$1.75K +3 +50%
SEP
1013
Signature Equity Partners
Ohio
$4.58K -$2.92K -5 -38%
WA
1014
Whipplewood Advisors
Colorado
$4.48K -$37.9K -65 -89%
ECA
1015
Elevated Capital Advisors
Utah
$4.48K – – –
HNW
1016
High Note Wealth
Minnesota
$4.48K +$2.33K +4 +100%
PB
1017
Prosperity Bancshares
Texas
$4.48K +$4.67K +8 New
BF
1018
Brooklyn FI
New York
$4K +$4.08K +7 New
DPW
1019
DiNuzzo Private Wealth
Pennsylvania
$3.92K – – –
PCFFS
1020
Pacific Center for Financial Services
California
$3.92K – – –
CTC
1021
Central Trust Company
Missouri
$3.92K +$1.75K +3 +75%
AF
1022
Advisornet Financial
Minnesota
$3.92K -$10.5K -18 -72%
BFS
1023
Bare Financial Services
Pennsylvania
$3.92K – – –
AS
1024
Altshuler Shaham
Israel
$3.92K +$1.17K +2 +40%
DWM
1025
Dogwood Wealth Management
Kansas
$3.92K +$3.5K +6 +600%
39 40
41
42 43