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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
576
Graypoint LLC
New York
$235K +$19.2K +42 +8%
FFM
577
Forum Financial Management
Illinois
$232K -$16.9K -37 -6%
IGWM
578
ICA Group Wealth Management
Colorado
$232K +$11K +24 +5%
SFA
579
Sequoia Financial Advisors
Ohio
$226K -$12.8K -28 -5%
HWM
580
HB Wealth Management
Georgia
$224K +$243K +531 New
SCM
581
Shelton Capital Management
Colorado
$215K -$9.15K -20 -4%
EWA
582
EverSource Wealth Advisors
Alabama
$214K +$19.2K +42 +9%
GHAM
583
Gilman Hill Asset Management
Connecticut
$211K +$229K +500 New
CS
584
Comerica Securities
Michigan
$208K -$24.3K -53 -10%
PGCM
585
Prescott Group Capital Management
Oklahoma
$207K – – –
UC
586
Unio Capital
New Jersey
$205K +$222K +485 New
IAA
587
Independent Advisor Alliance
North Carolina
$204K +$221K +483 New
FT
588
Fiduciary Trust
Massachusetts
$204K +$222K +484 New
PCS
589
Personal CFO Solutions
New Jersey
$202K +$220K +480 New
PSP
590
Principal Street Partners
Tennessee
$201K +$218K +476 New
TFS
591
Thoroughbred Financial Services
Tennessee
$201K +$219K +478 New
CCM
592
Copeland Capital Management
Pennsylvania
$197K -$48.5K -106 -18%
HFM
593
Harvest Fund Management
China
$196K +$6.87K +15 +3%
CAL
594
Capital Advisors Ltd
Ohio
$186K +$31.6K +69 +19%
WTC
595
WhitTier Trust Company
Nevada
$179K +$183K +400 +1,600%
ST
596
Smithfield Trust
Pennsylvania
$178K – – –
GRP
597
Global Retirement Partners
California
$178K +$916 +2 +0.5%
TWC
598
TD Waterhouse Canada
Ontario, Canada
$176K -$23.8K -52 -14%
APA
599
American Portfolios Advisors
New York
$164K -$20.1K -44 -10%
PCM
600
Penserra Capital Management
California
$164K +$4.58K +10 +3%
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