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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1126
Forum Financial Management
Illinois
– -$354K -617 Closed
PCM
1127
Prelude Capital Management
New York
– -$345K -601 Closed
SFS
1128
Sowell Financial Services
Arkansas
– -$340K -593 Closed
HP
1129
Havemeyer Place
Connecticut
– -$336K -585 Closed
AAB
1130
ABN AMRO Bank
Netherlands
– -$314K -550 Closed
AR
1131
Apeiron RIA
Texas
– -$342K -548 Closed
CNBOF
1132
City National Bank of Florida
Florida
– -$295K -514 Closed
BOSSRA
1133
B.O.S.S. Retirement Advisors
Utah
– -$292K -509 Closed
CWP
1134
Curated Wealth Partners
California
– -$290K -506 Closed
WCM
1135
Washington Capital Management
Washington
– -$287K -500 Closed
IEFM
1136
IQ EQ Fund Management
Ireland
– -$286K -499 Closed
HCM
1137
Howard Capital Management
Georgia
– -$273K -475 Closed
CAMG
1138
CWA Asset Management Group
Florida
– -$266K -464 Closed
FFS
1139
Founders Financial Securities
Maryland
– -$260K -454 Closed
AWM
1140
Axxcess Wealth Management
California
– -$257K -448 Closed
FCM
1141
Fortis Capital Management
Washington
– -$255K -445 Closed
MW
1142
Marble Wealth
Alabama
– -$255K -444 Closed
MYAM
1143
Meiji Yasuda Asset Management
Japan
– -$246K -428 Closed
WC
1144
Waterloo Capital
Texas
– -$241K -419 Closed
WWC
1145
Waypoint Wealth Counsel
Georgia
– -$240K -419 Closed
CI
1146
Conning Inc
Connecticut
– -$239K -416 Closed
BBA
1147
Baader Bank Aktiengesellschaft
Germany
– -$207K -415 Closed
MG
1148
Marex Group
– -$238K -414 Closed
PWMAG
1149
Pinnacle Wealth Management Advisory Group
New Jersey
– -$235K -409 Closed
AA
1150
ABC Arbitrage
France
– -$228K -398 Closed
44 45
46
47 48