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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
601
Pinnacle Family Advisors
Missouri
$343K +$345K +564 New
CCM
602
Copeland Capital Management
Pennsylvania
$339K -$975K -1,595 -74%
ZB
603
Zions Bancorporation
Utah
$339K -$2.44K -4 -0.7%
TA
604
Tectonic Advisors
Texas
$339K – – –
TEC
605
Tiger Eye Capital
Tennessee
$339K – – –
AA
606
Ancora Advisors
Ohio
$338K – – –
CS
607
Comerica Securities
Michigan
$336K -$24.4K -40 -7%
BC
608
Bridgefront Capital
Texas
$335K +$337K +551 New
CB
609
CNB Bank
Pennsylvania
$329K +$21.4K +35 +7%
AS
610
Altshuler Shaham
Israel
$328K +$274K +449 +516%
HFM
611
Harvest Fund Management
China
$325K +$262K +429 +401%
SCM
612
Shelton Capital Management
Colorado
$322K -$13.4K -22 -4%
ACA
613
Atlas Capital Advisors
Wyoming
$321K – – –
AWM
614
Apollon Wealth Management
South Carolina
$320K +$321K +526 New
FP
615
Foundry Partners
Minnesota
$316K +$317K +519 New
FA
616
Fermata Advisors
California
$314K -$12.8K -21 -4%
AAM
617
Aureus Asset Management
Massachusetts
$313K – – –
BU
618
BBVA USA
Alabama
$312K -$100K -164 -24%
PCP
619
Proficio Capital Partners
Massachusetts
$307K +$3.06K +5 +1%
CMO
620
Covenant Multifamily Offices
Texas
$304K +$12.8K +21 +4%
ST
621
Smithfield Trust
Pennsylvania
$301K – – –
NIM
622
NuWave Investment Management
New Jersey
$300K +$301K +493 New
RCAG
623
Rehmann Capital Advisory Group
Michigan
$299K -$3.06K -5 -1%
FPA
624
First Pacific Advisors
California
$292K – – –
AGA
625
Accuvest Global Advisors
Utah
$291K -$41.5K -68 -13%
23 24
25
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