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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
801
Kinloch Capital
Virginia
– -$66K -147 Closed
ICP
802
Interchange Capital Partners
Pennsylvania
– -$56K -126 Closed
CCA
803
Childress Capital Advisors
Texas
– -$50K -112 Closed
CYG
804
Clean Yield Group
Vermont
– -$36K -80 Closed
CWP
805
Concord Wealth Partners
Virginia
– -$34K -75 Closed
VCG
806
Vantage Consulting Group
Virginia
– -$33K -74 Closed
M
807
MOTCO
Texas
– -$25K -56 Closed
VFA
808
Valeo Financial Advisors
Indiana
– -$18K -41 Closed
HPC
809
HM Payson & Co
Maine
– -$15K -34 Closed
TIAM2
810
Tru Independence Asset Management 2
Oregon
– -$12K -27 Closed
TWM
811
Tradition Wealth Management
Minnesota
– -$11K -24 Closed
ONST
812
Old North State Trust
North Carolina
– -$9K -21 Closed
BDS
813
Banco de Sabadell
Florida
– -$7K -17 Closed
FCH
814
Freestone Capital Holdings
Washington
– -$6.25K -14 Closed
AWG
815
Altus Wealth Group
Colorado
– -$4K -10 Closed
RWA
816
Ropes Wealth Advisors
Massachusetts
– -$4K -9 Closed
BSSFA
817
Baron Silver Stevens Financial Advisors
Florida
– -$3K -7 Closed
MA
818
MUFG Americas
New York
– -$3K -7 Closed
NSB
819
Norway Savings Bank
Maine
– -$3K -6 Closed
PMFA
820
Plante Moran Financial Advisors
Michigan
– -$2K -5 Closed
CWM
821
Curi Wealth Management
North Carolina
– -$1K -4 Closed
GI
822
Gradient Investments
Minnesota
– -$1K -4 Closed
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