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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1001
AmeriFlex Group
Nevada
$4.59K -$4.49K -8 -50%
ECA
1002
Elevated Capital Advisors
Utah
$4.59K +$4.49K +8 New
FHA
1003
Flagship Harbor Advisors
Massachusetts
$4.59K -$213K -380 -98%
BHWM
1004
Bay Harbor Wealth Management
Maryland
$4.59K +$2.24K +4 +100%
OP
1005
ORG Partners
Indiana
$4.59K -$2.24K -4 -33%
DPW
1006
DiNuzzo Private Wealth
Pennsylvania
$4.02K – – –
BGAI
1007
Bruce G. Allen Investments
Colorado
$4.02K – – –
CWP
1008
Clark Wealth Partners
Illinois
$4.02K – – –
HFS
1009
Hughes Financial Services
Virginia
$4.02K – – –
RWM
1010
Raffa Wealth Management
District of Columbia
$4.02K – – –
RTL
1011
Red Tortoise LLC
Georgia
$4.02K – – –
AP
1012
Aspect Partners
Virginia
$4.02K +$561 +1 +17%
CFM
1013
Cornerstone Financial Management
Massachusetts
$4.02K +$3.93K +7 New
TCM
1014
Triumph Capital Management
Colorado
$4.02K +$3.93K +7 New
CMP
1015
Coston McIsaac & Partners
Maine
$4K – – –
PCFFS
1016
Pacific Center for Financial Services
California
$3.97K – – –
JFA
1017
JNBA Financial Advisors
Minnesota
$3.44K – – –
PWA
1018
Physician Wealth Advisors
Utah
$3.44K +$1.12K +2 +50%
EWP
1019
Elevation Wealth Partners
California
$3.44K +$1.68K +3 +100%
GWM
1020
Gilpin Wealth Management
Colorado
$3.44K +$3.37K +6 New
FCAS
1021
First Command Advisory Services
Texas
$3.44K +$3.37K +6 New
NSIM
1022
North Star Investment Management
Illinois
$3.44K +$3.37K +6 New
SRCM
1023
Signature Resources Capital Management
California
$3.44K +$3.37K +6 New
ACM
1024
Anfield Capital Management
California
$2.87K – – –
APW
1025
Aventura Private Wealth
Florida
$2.87K – – –
39 40
41
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