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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
526
Forte Capital
New York
$603K -$14.7K -24 -2%
WI
527
WrapManager Inc
California
$592K +$8.55K +14 +1%
PTC
528
Private Trust Company
Ohio
$591K -$611 -1 -0.1%
SP
529
Symmetry Partners
Connecticut
$588K – – –
WFC
530
Western Financial Corp
California
$587K -$81.9K -134 -12%
RCM
531
RB Capital Management
Nevada
$581K +$115K +188 +25%
CCG
532
Capital CS Group
California
$578K +$579K +947 New
AC
533
Allstate Corporation
Illinois
$574K -$89.8K -147 -13%
RC
534
RegentAtlantic Capital
New Jersey
$562K +$266K +435 +89%
CGL
535
Clarius Group LLC
Washington
$558K +$10.4K +17 +2%
BCFD
536
Boit C.F. David
$556K +$458K +750 +469%
WSFS
537
Wilmington Savings Fund Society
Delaware
$551K – – –
GBT
538
Grove Bank & Trust
Florida
$548K – – –
PWM
539
Perigon Wealth Management
California
$534K +$20.8K +34 +4%
MYAM
540
Meiji Yasuda Asset Management
Japan
$532K -$13.4M -21,956 -96%
C
541
Certuity
Florida
$529K +$19.6K +32 +4%
BWP
542
BSW Wealth Partners
Colorado
$529K +$71.5K +117 +16%
TC
543
Telemus Capital
Michigan
$524K +$72.7K +119 +16%
SFI
544
Siemens Fonds Invest
Germany
$523K +$525K +860 New
FTDI
545
First Trust Direct Indexing
Massachusetts
$522K -$116K -190 -18%
TCBWMS
546
Texas Capital Bank Wealth Management Services
Texas
$517K +$519K +850 New
SWA
547
SFMG Wealth Advisors
Texas
$516K -$3.06K -5 -0.6%
CCA
548
Checchi Capital Advisers
California
$515K -$199K -325 -28%
OTPPB
549
Ontario Teachers' Pension Plan Board
Ontario, Canada
$515K +$42.2K +69 +9%
CI
550
Conning Inc
Connecticut
$506K -$66.6K -109 -12%
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