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MSCI

MSCI

Market cap $40.8B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1051	PWMG 1051 Prestige Wealth Management Group Flemington, New Jersey	$1.68K	–	–	–
1052	ACA 1052 American Capital Advisory Ketchum, Idaho	$1.68K	+$583	+1	+50%
1053	HIA 1053 HFM Investment Advisors Glassboro, New Jersey	$1.68K	+$583	+1	+50%
1054	TCA 1054 Trifecta Capital Advisors Northbrook, Illinois	$1.68K	+$1.75K	+3	New
1055	RWPA 1055 Richard W. Paul & Associates Novi, Michigan	$1.68K	–	–	–
1056	UCB 1056 United Community Bank Greenville, South Carolina	$1.68K	–	–	–
1057	WA 1057 WestEnd Advisors Charlotte, North Carolina	$1.68K	–	–	–
1058	WA 1058 Westfuller Advisors New York	$1.68K	–	–	–
1059	1CP 1059 1015 Capital Partners Pottstown, Pennsylvania	$1.68K	+$583	+1	+50%
1060	MEG 1060 Millstone Evans Group Boulder, Colorado	$1.68K	+$1.75K	+3	New
1061	NWS 1061 Nvest Wealth Strategies Powell, Ohio	$1.12K	–	–	–
1062	QWM 1062 Quaker Wealth Management Moorestown, New Jersey	$1.12K	–	–	–
1063	RWS 1063 Retirement Wealth Solutions Marshfield, Wisconsin	$1.12K	–	–	–
1064	SN 1064 Sittner & Nelson Eugene, Oregon	$1.12K	–	–	–
1065	GWM 1065 Geneos Wealth Management Englewood, Colorado	$1.12K	-$1.17K	-2	-50%
1066	CT 1066 Colonial Trust Spartanburg, South Carolina	$1.12K	–	–	–
1067	TM 1067 Torren Management San Diego, California	$1.12K	–	–	–
1068	DCM 1068 Davis Capital Management Jacksonville, Florida	$1.12K	+$583	+1	+100%
1069	PS 1069 Planning Strategies Lancaster, Pennsylvania	$1.12K	+$1.17K	+2	New
1070	SFCL 1070 Strengthening Families & Communities LLC Boston, Massachusetts	$1.12K	+$1.17K	+2	New
1071	CFG 1071 CKW Financial Group Honolulu, Hawaii	$1K	+$583	+1	New
1072	LAS 1072 Lloyd Advisory Services Suwanee, Georgia	$588	+$583	+1	New
1073	DF 1073 DecisionPoint Financial Mesa, Arizona	$583	+$583	+1	New
1074	TC 1074 Trust Company Manhattan, Kansas	$562	–	–	–
1075	SWAG 1075 Spectrum Wealth Advisory Group Granite Bay, California	$562	+$583	+1	New

MSCI MSCI Market cap $40.8B

MSCI

MSCI

Market cap $40.8B