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MSI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
676
SVB Wealth
Massachusetts
$687K -$245K -678 -28%
CMF
677
Counterpoint Mutual Funds
California
$683K +$233K +647 +58%
SBIA
678
Sheaff Brock Investment Advisors
Indiana
$680K +$17K +47 +3%
NIMI
679
Natixis Investment Managers International
France
$678K -$16.2K -45 -2%
FCH
680
Freestone Capital Holdings
Washington
$677K +$5.41K +15 +0.9%
KIM
681
Kestra Investment Management
Texas
$677K +$633K +1,753 New
AWM
682
Axxcess Wealth Management
California
$672K -$3.61K -10 -0.6%
RCA
683
Roberts Capital Advisors
Colorado
$668K – – –
GWMR
684
GC Wealth Management RIA
Massachusetts
$666K +$4.69K +13 +0.8%
CI
685
Cigna Investments
Connecticut
$666K -$4.69K -13 -0.7%
BB
686
Bell Bank
North Dakota
$664K -$96K -266 -13%
PPWP
687
Premier Path Wealth Partners
New Jersey
$662K -$7.94K -22 -1%
EWA
688
EP Wealth Advisors
California
$658K -$174K -481 -22%
SIA
689
Strategic Investment Advisors
Michigan
$658K -$9.74K -27 -2%
VF
690
Vest Financial
Virginia
$649K +$182K +504 +43%
EWM
691
Evercore Wealth Management
New York
$648K – – –
PPG
692
Peak Planning Group
Colorado
$639K +$35K +97 +6%
TWM
693
Trueblood Wealth Management
Ohio
$636K +$105K +290 +21%
PI
694
PFG Investments
New York
$633K +$113K +313 +24%
IAIM
695
International Assets Investment Management
Florida
$630K +$17K +47 +3%
BSA
696
Braun Stacey Associates
New York
$630K +$589K +1,633 New
BCV
697
Banque Cantonale Vaudoise
Switzerland
$629K -$1.52M -4,218 -72%
NRD
698
Nebula Research & Development
New York
$627K +$586K +1,625 New
AG
699
Ascent Group
Virginia
$622K +$29.6K +82 +5%
FTWA
700
Fifth Third Wealth Advisors
Ohio
$621K +$581K +1,609 New
26 27
28
29 30