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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1026
Bartlett & Co Wealth Management
Ohio
$2.87K – – –
CBT
1027
Crews Bank & Trust
Florida
$2.87K – – –
IWM
1028
IMG Wealth Management
Florida
$2.87K – – –
MDA
1029
Minot DeBlois Advisors
Massachusetts
$2.87K – – –
AIS
1030
Advocate Investing Services
Maryland
$2.87K +$2.8K +5 New
CFG
1031
Clayton Financial Group
Missouri
$2.87K +$2.8K +5 New
EWM
1032
Evolution Wealth Management
Florida
$2.87K +$2.8K +5 New
NRG
1033
Nemes Rush Group
Michigan
$2.87K +$2.8K +5 New
OC
1034
Optima Capital
Oregon
$2.87K +$2.8K +5 New
BAM
1035
Bellevue Asset Management
Washington
$2.87K – – –
TSMHT
1036
Thurston Springer Miller Herd & Titak
Indiana
$2.87K +$2.8K +5 New
SIS
1037
Sound Income Strategies
Florida
$2.42K +$1.68K +3 +300%
BLC
1038
Brown, Lisle/Cummings
Rhode Island
$2.29K – – –
CTC
1039
Central Trust Company
Missouri
$2.29K – – –
CC
1040
Corsicana & Co
Texas
$2.29K – – –
GWM
1041
Geneos Wealth Management
Colorado
$2.29K – – –
PWMG
1042
Prestige Wealth Management Group
New Jersey
$2.29K – – –
PWA
1043
Principia Wealth Advisory
Texas
$2.29K +$561 +1 +33%
DI
1044
DAGCO Inc
Ohio
$2.29K +$2.24K +4 New
LB
1045
Legacy Bridge
Iowa
$2.29K +$2.24K +4 New
LWM
1046
Lodestone Wealth Management
Washington
$2.29K +$2.24K +4 New
TF
1047
Tompkins Financial
New York
$2.29K +$2.24K +4 New
HDIM
1048
Hanson & Doremus Investment Management
Vermont
$2K +$1.68K +3 New
GWS
1049
Greykasell Wealth Strategies
California
$1.73K – – –
HNW
1050
High Note Wealth
Minnesota
$1.72K – – –
40 41
42
43 44