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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
801
Interchange Capital Partners
Pennsylvania
– -$56K -126 Closed
CCA
802
Childress Capital Advisors
Texas
– -$50K -112 Closed
CYG
803
Clean Yield Group
Vermont
– -$36K -80 Closed
CWP
804
Concord Wealth Partners
Virginia
– -$34K -75 Closed
VCG
805
Vantage Consulting Group
Virginia
– -$33K -74 Closed
M
806
MOTCO
Texas
– -$25K -56 Closed
VFA
807
Valeo Financial Advisors
Indiana
– -$18K -41 Closed
HPC
808
HM Payson & Co
Maine
– -$15K -34 Closed
TIAM2
809
Tru Independence Asset Management 2
Oregon
– -$12K -27 Closed
TWM
810
Tradition Wealth Management
Minnesota
– -$11K -24 Closed
ONST
811
Old North State Trust
North Carolina
– -$9K -21 Closed
BDS
812
Banco de Sabadell
Florida
– -$7K -17 Closed
FCH
813
Freestone Capital Holdings
Washington
– -$6.25K -14 Closed
AWG
814
Altus Wealth Group
Colorado
– -$4K -10 Closed
RWA
815
Ropes Wealth Advisors
Massachusetts
– -$4K -9 Closed
BSSFA
816
Baron Silver Stevens Financial Advisors
Florida
– -$3K -7 Closed
MA
817
MUFG Americas
New York
– -$3K -7 Closed
NSB
818
Norway Savings Bank
Maine
– -$3K -6 Closed
PMFA
819
Plante Moran Financial Advisors
Michigan
– -$2K -5 Closed
CWM
820
Curi Wealth Management
North Carolina
– -$1K -4 Closed
GI
821
Gradient Investments
Minnesota
– -$1K -4 Closed
29 30 31 32
33