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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
676
Independent Advisor Alliance
North Carolina
$307K -$15.2K -27 -5%
CGL
677
Clarius Group LLC
Washington
$307K -$23K -41 -7%
VCM
678
Virtue Capital Management
Tennessee
$304K -$21.9K -39 -6%
IAN
679
Integrated Advisors Network
Texas
$302K +$304K +540 New
OFS
680
OneAscent Financial Services
Alabama
$302K +$59K +105 +24%
WTC
681
WhitTier Trust Company
Nevada
$299K – – –
VFA
682
Valeo Financial Advisors
Indiana
$298K +$1.69K +3 +0.5%
CIC
683
Chilton Investment Company
Connecticut
$297K – – –
SMA
684
Sage Mountain Advisors
Georgia
$296K +$2.81K +5 +1%
CAL
685
Capital Advisors Ltd
Ohio
$293K +$7.31K +13 +3%
PCS
686
Personal CFO Solutions
New Jersey
$293K +$1.12K +2 +0.4%
FMLI
687
Fukoku Mutual Life Insurance
Japan
$289K – – –
FFM
688
Forum Financial Management
Illinois
$288K – – –
STA
689
Summit Trail Advisors
New York
$287K +$64.6K +115 +29%
VAS
690
Vestmark Advisory Solutions
Massachusetts
$285K +$12.4K +22 +5%
CRA
691
Clear Rock Advisors
Texas
$284K – – –
BCM
692
BluePath Capital Management
Georgia
$283K -$4.5K -8 -2%
VI
693
Versor Investments
New York
$282K -$926K -1,648 -77%
SI
694
Stephens Inc
Arkansas
$281K -$5.62K -10 -2%
MA
695
Montag & Associates
Georgia
$274K -$11.2K -20 -4%
GFP
696
Gryphon Financial Partners
Ohio
$274K +$274K +488 New
ONB
697
Old National Bancorp
Indiana
$271K -$19.7K -35 -7%
MC
698
Maverick Capital
Texas
$270K -$270K -481 -50%
IFU
699
iSAM Funds (UK)
United Kingdom
$270K +$270K +481 New
GWP
700
Gen-Wealth Partners
Michigan
$268K +$269K +478 New
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