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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
626
JSF Financial
California
$358K -$25.8K -50 -7%
SP
627
Systematic Portfolios
New York
$358K +$327K +633 New
NW
628
NewEdge Wealth
Pennsylvania
$350K -$13.4K -26 -4%
GLR
629
Great Lakes Retirement
Ohio
$344K -$33.6K -65 -10%
WWM
630
WJ Wealth Management
Arizona
$339K – – –
BBA
631
Braun-Bostich & Associates
Pennsylvania
$333K -$6.71K -13 -2%
CGL
632
Clarius Group LLC
Washington
$333K -$19.1K -37 -6%
VCM
633
Virtue Capital Management
Tennessee
$333K -$96.5K -187 -23%
IAA
634
Independent Advisor Alliance
North Carolina
$325K +$58.8K +114 +25%
FAM
635
Fenimore Asset Management
New York
$324K – – –
FP
636
Foundry Partners
Minnesota
$322K – – –
SP
637
Symmetry Partners
Connecticut
$321K -$147K -285 -34%
BL
638
Balentine LLC
Georgia
$303K -$18.6K -36 -6%
WTC
639
WhitTier Trust Company
Nevada
$301K – – –
ETC
640
Exchange Traded Concepts
Oklahoma
$301K +$98.6K +191 +56%
FHA
641
Flagship Harbor Advisors
Massachusetts
$301K -$15.5K -30 -5%
CRA
642
Clear Rock Advisors
Texas
$300K +$262K +507 New
CIC
643
Chilton Investment Company
Connecticut
$300K – – –
HIIFS
644
Harel Insurance Investments & Financial Services
Israel
$297K +$268K +520 New
SMA
645
Sage Mountain Advisors
Georgia
$296K +$516 +1 +0.2%
GI
646
GLOBALT Investments
Georgia
$295K +$269K +521 New
PCS
647
Personal CFO Solutions
New Jersey
$294K +$2.58K +5 +1%
JAFL
648
Jay A. Fishman Ltd
Michigan
$294K – – –
ONB
649
Old National Bancorp
Indiana
$293K -$113K -219 -30%
FMLI
650
Fukoku Mutual Life Insurance
Japan
$291K -$37.2K -72 -12%
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