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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1051
Prestige Wealth Management Group
New Jersey
$2.31K – – –
TIM
1052
Tortoise Investment Management
New York
$2.31K +$2.21K +4 New
BHWM
1053
Bay Harbor Wealth Management
Maryland
$2.31K +$1.11K +2 +100%
CAWM
1054
Capital A Wealth Management
Pennsylvania
$2.26K -$146K -263 -99%
NWM
1055
Nova Wealth Management
Florida
$2.15K – – –
HFM
1056
Harvest Fund Management
China
$2K – – –
CTC
1057
Central Trust Company
Missouri
$1.73K – – –
AWM
1058
Atticus Wealth Management
Florida
$1.73K +$1.66K +3 New
SC
1059
Stephens Consulting
Michigan
$1.73K +$1.66K +3 New
AP
1060
Aspect Partners
Virginia
$1.73K – – –
HNW
1061
High Note Wealth
Minnesota
$1.73K – – –
RWPA
1062
Richard W. Paul & Associates
Michigan
$1.73K – – –
TIM
1063
Total Investment Management
Arizona
$1.73K +$1.66K +3 New
SIC
1064
SJS Investment Consulting
Ohio
$1.15K -$4.43K -8 -80%
FFA
1065
Frazier Financial Advisors
Ohio
$1.15K – – –
TFM
1066
TFC Financial Management
Massachusetts
$1.15K – – –
ACA
1067
American Capital Advisory
Idaho
$1.15K +$1.11K +2 New
QWM
1068
Quaker Wealth Management
New Jersey
$1.15K +$1.11K +2 New
AWM
1069
Activest Wealth Management
Florida
$1.15K -$1.11K -2 -50%
WA
1070
WestEnd Advisors
North Carolina
$1.15K -$553 -1 -33%
CAC
1071
Core Alternative Capital
Georgia
$1.15K – – –
RFS
1072
Richardson Financial Services
Massachusetts
$1.15K – – –
SN
1073
Sittner & Nelson
Oregon
$1.15K – – –
BI
1074
Binnacle Investments
Iowa
$1.15K +$553 +1 +100%
CIAS
1075
CBIZ Investment Advisory Services
Ohio
$1.15K +$553 +1 +100%
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