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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Allworth Financial
California
$19K +$18.9K +31 New
PCH
752
PGIM Custom Harvest
New Jersey
$18K – – –
UOTTAIMCU
753
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18K +$18.3K +30 New
BMD
754
Better Money Decisions
New Mexico
$17K – – –
LWA
755
Lenox Wealth Advisors
New York
$16K -$31.2K -51 -66%
RA
756
Resolute Advisors
California
$16K – – –
TWM
757
Tradition Wealth Management
Minnesota
$15K – – –
WTC
758
WhitTier Trust Company
Nevada
$15K – – –
MCM
759
MV Capital Management
Maryland
$15K +$4.28K +7 +41%
TFO
760
Tarbox Family Office
California
$14K -$611 -1 -4%
AFG
761
Albion Financial Group
Utah
$14K – – –
CHA
762
Carmichael Hill & Associates
Maryland
$14K – – –
AF
763
Advisornet Financial
Minnesota
$14K +$2.44K +4 +21%
VCM
764
Versant Capital Management
Arizona
$13K +$1.83K +3 +16%
HIA
765
Harbor Investment Advisory
Maryland
$13K +$9.16K +15 +250%
BWM
766
BerganKDV Wealth Management
Minnesota
$13K +$13.4K +22 New
FRA
767
Front Row Advisors
California
$12K – – –
SIAP
768
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$12.2K +20 New
CFA
769
Carroll Financial Associates
North Carolina
$11K +$611 +1 +6%
FMP
770
Financial Management Professionals
Texas
$10K – – –
BIA
771
Bell Investment Advisors
California
$10K +$10.4K +17 New
CCC
772
Crescent Capital Consulting
Louisiana
$9K – – –
TWA
773
TCI Wealth Advisors
Arizona
$9K +$1.22K +2 +15%
TF
774
Tompkins Financial
New York
$9K +$8.55K +14 New
MCM
775
Manchester Capital Management
Vermont
$7K -$15.9K -26 -70%
29 30
31
32 33