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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
551
Harvest Fund Management
China
$243K -$51.9K -143 -17%
CWM
552
Chesapeake Wealth Management
Virginia
$243K – – –
AAM
553
Aureus Asset Management
Massachusetts
$241K – – –
AO
554
Advisor OS
Illinois
$238K +$243K +669 New
EF
555
Empirical Finance
Pennsylvania
$235K +$239K +659 New
VCM
556
Virtue Capital Management
Tennessee
$234K -$6.54K -18 -3%
LOAME
557
Lombard Odier Asset Management (Europe)
United Kingdom
$234K +$239K +657 New
PL
558
Perpetual Ltd
Australia
$233K +$237K +654 New
FHA
559
Flagship Harbor Advisors
Massachusetts
$232K -$40.3K -111 -15%
SF
560
Synovus Financial
Georgia
$232K +$22.5K +62 +11%
EDRH
561
Edmond de Rothschild Holding
Switzerland
$223K +$227K +625 New
WAS
562
Wealth Advisory Solutions
Indiana
$219K -$17.8K -49 -7%
P
563
Pitcairn
Pennsylvania
$219K -$8.35K -23 -4%
CG
564
Caprock Group
Idaho
$217K -$15.2K -42 -6%
IA
565
IndexIQ Advisors
New York
$215K +$131K +360 +148%
CGL
566
Clarius Group LLC
Washington
$214K -$13.4K -37 -6%
PAMP
567
Polar Asset Management Partners
Ontario, Canada
$214K +$218K +601 New
VIA
568
Vident Investment Advisory
Georgia
$213K +$216K +596 New
SCM
569
Shelton Capital Management
Colorado
$213K +$217K +598 New
PTC
570
Private Trust Company
Ohio
$210K +$1.09K +3 +0.5%
LNC
571
Lincoln National Corp
Pennsylvania
$208K +$211K +582 New
RWA
572
Redhawk Wealth Advisors
Minnesota
$208K +$211K +582 New
RCA
573
Rowland Carmichael Advisors
Arizona
$207K +$211K +581 New
MFS
574
Mirabella Financial Services
United Kingdom
$202K +$205K +565 New
RJT
575
Raymond James Trust
Florida
$202K +$206K +568 New
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