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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
626
Forte Capital
New York
$286K -$149K -281 -35%
SCM
627
Shelton Capital Management
Colorado
$285K – – –
WF
628
Wayfinding Financial
Washington
$280K +$265K +501 New
HS
629
HighVista Strategies
Massachusetts
$280K +$265K +500 New
PGCM
630
Prescott Group Capital Management
Oklahoma
$275K – – –
CPW
631
Crestmont Private Wealth
Texas
$270K +$255K +482 New
GA
632
Geller Advisors
New York
$270K +$255K +482 New
RB
633
Renasant Bank
Mississippi
$269K +$254K +480 New
IAA
634
Independent Advisor Alliance
North Carolina
$267K +$253K +478 New
PCS
635
Personal CFO Solutions
New Jersey
$265K +$12.7K +24 +5%
WCM
636
WealthBridge Capital Management
Ohio
$265K +$1.06K +2 +0.4%
AT
637
American Trust
Kentucky
$262K -$13.8K -26 -5%
TFS
638
Thoroughbred Financial Services
Tennessee
$262K – – –
LSA
639
Leonteq Securities AG
Switzerland
$261K -$716K -1,354 -74%
FT
640
Fiduciary Trust
Massachusetts
$257K -$13.2K -25 -5%
GCM
641
Gallacher Capital Management
Colorado
$255K +$241K +456 New
NW
642
NewEdge Wealth
Pennsylvania
$249K +$235K +445 New
SIA
643
Schechter Investment Advisors
Michigan
$246K +$233K +440 New
CAL
644
Capital Advisors Ltd
Ohio
$246K +$1.06K +2 +0.5%
ONB
645
Old National Bancorp
Indiana
$241K – – –
WPW
646
Waldron Private Wealth
Pennsylvania
$239K +$226K +427 New
RCAG
647
Rehmann Capital Advisory Group
Michigan
$237K +$224K +423 New
NIMI
648
Natixis Investment Managers International
France
$236K -$108K -204 -33%
MG
649
Mather Group
Illinois
$235K +$222K +420 New
ST
650
Smithfield Trust
Pennsylvania
$234K – – –
24 25
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