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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
526
Clean Yield Group
Vermont
$42K +$41.6K +147 New
FGAM
527
Financial Gravity Asset Management
Texas
$41.9K -$28.9K -102 -41%
AIM
528
AIA Investment Management
Singapore
$40K – – –
EI
529
Ellevest Inc
New York
$38K +$11K +39 +42%
OPS
530
Orion Portfolio Solutions
Nebraska
$36K +$1.7K +6 +5%
BAM
531
Bellevue Asset Management
Washington
$35K -$283 -1 -0.9%
PA
532
Procyon Advisors
Connecticut
$31K -$1.42K -5 -4%
SIAS
533
Shine Investment Advisory Services
Colorado
$30K +$13.3K +47 +82%
JAM
534
JCIC Asset Management
Ontario, Canada
$30K +$29.7K +105 New
TCM
535
Tradewinds Capital Management
Washington
$29K – – –
HFA
536
HC Financial Advisors
California
$29K +$28.3K +100 New
AIM
537
Artemis Investment Management
United Kingdom
$28K -$2.47M -8,721 -8%
AS
538
Altshuler Shaham
Israel
$28K +$23.2K +82 +513%
CTC
539
Central Trust Company
Missouri
$27K – – –
BCA
540
Berman Capital Advisors
Georgia
$27K +$5.95K +21 +29%
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$25K -$12.5K -44 -34%
LC
542
Lindbrook Capital
California
$25K +$7.36K +26 +42%
GAM
543
Gemmer Asset Management
California
$24K – – –
CI
544
CX Institutional
Indiana
$24K +$5.66K +20 +32%
WT
545
Whittier Trust
California
$24K +$5.66K +20 +31%
CWP
546
CFM Wealth Partners
Texas
$23K -$56.6K -200 -72%
FHA
547
First Horizon Advisors
Tennessee
$23K – – –
SBL
548
Sargent Bickham Lagudis
Colorado
$23K +$22.7K +80 New
M
549
Mirova
France
$22K – – –
LWA
550
Lenox Wealth Advisors
New York
$22K +$13.9K +49 +188%
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