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MSCI

MSCI

Market cap $41.5B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1026	LWM 1026 Lodestone Wealth Management Spokane, Washington	$2.16K	–	–	–
1027	HNW 1027 High Note Wealth Deephaven, Minnesota	$2.16K	+$564	+1	+33%
1028	BH 1028 Burk Holdings Tulsa, Oklahoma	$2.16K	+$2.26K	+4	New
1029	PWA 1029 Portus Wealth Advisors Charlotte, North Carolina	$2.16K	+$2.26K	+4	New
1030	RCM 1030 Raleigh Capital Management Cary, North Carolina	$2.16K	+$2.26K	+4	New
1031	SWP 1031 Strategic Wealth Partners Independence, Ohio	$2.16K	+$2.26K	+4	New
1032	WA 1032 Westfuller Advisors New York	$1.7K	-$3.38K	-6	-67%
1033	GWS 1033 Greykasell Wealth Strategies Danville, California	$1.63K	–	–	–
1034	PWMG 1034 Prestige Wealth Management Group Flemington, New Jersey	$1.62K	-$564	-1	-25%
1035	RWPA 1035 Richard W. Paul & Associates Novi, Michigan	$1.62K	–	–	–
1036	UCB 1036 United Community Bank Greenville, South Carolina	$1.62K	–	–	–
1037	WA 1037 WestEnd Advisors Charlotte, North Carolina	$1.62K	–	–	–
1038	IAAG 1038 Innovative Asset Advisors Group Shelton, Connecticut	$1.62K	+$1.69K	+3	New
1039	SIM 1039 Synergy Investment Management Altamonte Springs, Florida	$1.62K	+$1.69K	+3	New
1040	ACA 1040 American Capital Advisory Ketchum, Idaho	$1.08K	–	–	–
1041	QWM 1041 Quaker Wealth Management Moorestown, New Jersey	$1.08K	–	–	–
1042	SN 1042 Sittner & Nelson Eugene, Oregon	$1.08K	–	–	–
1043	RWS 1043 Retirement Wealth Solutions Marshfield, Wisconsin	$1.08K	+$564	+1	+100%
1044	CCWM 1044 Cassaday & Co Wealth Management Mclean, Virginia	$1.08K	+$1.13K	+2	New
1045	NWS 1045 Nvest Wealth Strategies Powell, Ohio	$1.08K	+$1.13K	+2	New
1046	CT 1046 Colonial Trust Spartanburg, South Carolina	$1.08K	-$7.33K	-13	-87%
1047	1CP 1047 1015 Capital Partners Pottstown, Pennsylvania	$1.08K	–	–	–
1048	HIA 1048 HFM Investment Advisors Glassboro, New Jersey	$1.08K	–	–	–
1049	TM 1049 Torren Management San Diego, California	$1.08K	–	–	–
1050	WCM 1050 Winthrop Capital Management Carmel, Indiana	$1K	–	–	–

MSCI MSCI Market cap $41.5B

MSCI

MSCI

Market cap $41.5B