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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BGIM
326
Brandywine Global Investment Management
Pennsylvania
$5K +$170 +2 +4%
SAM
327
Solaris Asset Management
New York
$5K +$4.67K +55 New
MFS
328
MSI Financial Services
Massachusetts
$4K – – –
PCP
329
Proficio Capital Partners
Massachusetts
$4K +$85 +1 +2%
HWP
330
Hefty Wealth Partners
Indiana
$3K – – –
S
331
SignatureFD
Georgia
$3K – – –
ASN
332
Advisory Services Network
Georgia
$3K +$2.63K +31 New
JFA
333
JNBA Financial Advisors
Minnesota
$3K +$3.15K +37 New
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$2K -$41.9K -493 -96%
CFA
335
Carroll Financial Associates
North Carolina
$2K -$1.53K -18 -38%
QCG
336
Quadrant Capital Group
Ohio
$2K – – –
TFO
337
Tarbox Family Office
California
$2K – – –
WA
338
Winfield Associates
Ohio
$2K – – –
QI
339
QS Investors
New York
$1K – – –
WTB
340
Washington Trust Bank
Washington
$1K +$1.02K +12 New
VH
341
ValueAct Holdings
California
– -$100M -1,300,900 Closed
JCM
342
Junto Capital Management
New York
– -$37.5M -486,100 Closed
NAM
343
NorthCoast Asset Management
Connecticut
– -$16.7M -216,673 Closed
AIM
344
Artemis Investment Management
United Kingdom
– -$5.2M -67,377 Closed
ICRM
345
Insight Capital Research & Management
California
– -$2.87M -37,186 Closed
BCM
346
Bridgeway Capital Management
Texas
– -$2.78M -36,000 Closed
JIM
347
Jupiter Investment Management
United Kingdom
– -$2.31M -29,988 Closed
DCM
348
Dupont Capital Management
Delaware
– -$1.08M -14,000 Closed
HAG
349
HighPoint Advisor Group
Illinois
– -$1.14M -13,186 Closed
CCMH
350
Cornerstone Capital Management Holdings
New York
– -$749K -9,720 Closed
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