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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
651
Independent Advisor Alliance
North Carolina
$237K -$8.93K -17 -4%
SIM
652
Sentry Investment Management
Wisconsin
$236K -$517K -984 -68%
DCM
653
Dupont Capital Management
Delaware
$234K -$11.7M -22,348 -98%
MG
654
Meritage Group
California
$233K -$68.8K -131 -22%
WCM
655
WealthBridge Capital Management
Ohio
$231K -$2.63K -5 -1%
BBA
656
Baader Bank Aktiengesellschaft
Germany
$230K +$265K +504 New
RB
657
Renasant Bank
Mississippi
$230K +$4.2K +8 +2%
STA
658
Summit Trail Advisors
New York
$229K +$234K +446 New
AA
659
Ancora Advisors
Ohio
$228K – – –
PP
660
PDS Planning
Ohio
$228K +$7.88K +15 +3%
CPW
661
Crestmont Private Wealth
Texas
$226K -$49.9K -95 -18%
VFA
662
Values First Advisors
Tennessee
$222K +$228K +433 New
RSWM
663
Robertson Stephens Wealth Management
California
$220K +$225K +429 New
DWT
664
Dorsey & Whitney Trust
South Dakota
$218K +$223K +425 New
SVWAG
665
Sound View Wealth Advisors Group
Georgia
$218K +$223K +424 New
ST
666
Smithfield Trust
Pennsylvania
$215K – – –
TAM
667
Tocqueville Asset Management
New York
$213K +$218K +415 New
DS
668
DRW Securities
Illinois
$210K -$104K -197 -32%
WI
669
WrapManager Inc
California
$210K +$215K +409 New
KCM
670
Kathmere Capital Management
Pennsylvania
$207K +$212K +403 New
BEC
671
Blue Edge Capital
Virginia
$205K +$210K +400 New
MFA
672
Mayflower Financial Advisors
Massachusetts
$205K +$210K +400 New
VSQM
673
V-Square Quantitative Management
Illinois
$205K +$210K +400 New
WPW
674
Waldron Private Wealth
Pennsylvania
$204K +$209K +398 New
SC
675
Scholtz & Company
Connecticut
$204K +$209K +398 New
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