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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
576
Wedbush Securities
California
$260K +$260K +619 New
MPPW
577
Mitchell & Pahl Private Wealth
Oklahoma
$258K +$9.24K +22 +4%
AWP
578
Ascent Wealth Partners
New York
$257K +$3.78K +9 +1%
PWM
579
Perigon Wealth Management
California
$256K +$93.7K +223 +57%
TC
580
Telemus Capital
Michigan
$252K +$241K +573 New
JCM
581
JS Capital Management
New York
$252K +$252K +600 New
LOAMS
582
Lombard Odier Asset Management (Switzerland)
Switzerland
$251K +$251K +598 New
JIR
583
James Investment Research
Ohio
$249K -$5.39M -12,828 -96%
GAM
584
Gotham Asset Management
New York
$240K +$241K +573 New
ZB
585
Zions Bancorporation
Utah
$237K -$109K -260 -32%
PFS
586
Prospera Financial Services
Texas
$236K -$6.72K -16 -3%
TEC
587
Tiger Eye Capital
Tennessee
$234K -$9.87M -23,481 -98%
PA
588
Parallel Advisors
California
$234K -$11.8K -28 -5%
AA
589
Ancora Advisors
Ohio
$233K – – –
GWM
590
Geneos Wealth Management
Colorado
$232K +$6.3K +15 +3%
SCM
591
Shelton Capital Management
Colorado
$231K – – –
MAM
592
Meeder Asset Management
Ohio
$228K +$10.5K +25 +5%
LNC
593
Lincoln National Corp
Pennsylvania
$222K +$223K +530 New
HI
594
Horizon Investments
North Carolina
$220K -$859K -2,044 -80%
RT
595
Rockland Trust
Massachusetts
$220K +$220K +524 New
LOAME
596
Lombard Odier Asset Management (Europe)
United Kingdom
$217K +$218K +518 New
AAM
597
Aureus Asset Management
Massachusetts
$216K -$67.2K -160 -24%
BWP
598
BSW Wealth Partners
Colorado
$216K +$216K +514 New
FMLI
599
Fukoku Mutual Life Insurance
Japan
$210K – – –
S
600
SignatureFD
Georgia
$210K +$24.4K +58 +13%
22 23
24
25 26