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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPA
826
First Pacific Advisors
California
– -$241K -480 Closed
KCM
827
Kathmere Capital Management
Pennsylvania
– -$236K -470 Closed
STC
828
Sarah T. Connolly
– -$231K -460 Closed
FT
829
Fiduciary Trust
Massachusetts
– -$231K -459 Closed
KWM
830
Kolinsky Wealth Management
New Jersey
– -$229K -456 Closed
TA
831
TrueWealth Advisors
Alabama
– -$278K -453 Closed
PCS
832
Personal CFO Solutions
New Jersey
– -$227K -452 Closed
OPS
833
Orion Portfolio Solutions
Nebraska
– -$225K -448 Closed
WFI
834
West Family Investments
California
– -$225K -448 Closed
HWMA
835
Heritage Wealth Management (Arizona)
Arizona
– -$215K -427 Closed
TC
836
TownSquare Capital
Utah
– -$214K -425 Closed
JCM
837
Jacobi Capital Management
Pennsylvania
– -$212K -421 Closed
MA
838
MJP Associates
Connecticut
– -$210K -417 Closed
CAN
839
Cetera Advisor Networks
California
– -$206K -409 Closed
CIA
840
Choate Investment Advisors
Massachusetts
– -$204K -405 Closed
MFA
841
Mayflower Financial Advisors
Massachusetts
– -$203K -404 Closed
BEC
842
Blue Edge Capital
Virginia
– -$201K -400 Closed
ECM
843
Evergreen Capital Management
Washington
– -$201K -400 Closed
GGI
844
Godsey & Gibb Inc
Virginia
– -$126K -250 Closed
T
845
TCWP
Ohio
– -$98K -196 Closed
NIM
846
NuWave Investment Management
New Jersey
– -$94K -186 Closed
SOW
847
State of Wyoming
Wyoming
– -$80K -159 Closed
LAS
848
Lloyd Advisory Services
Georgia
– -$76K -151 Closed
CIM
849
Chiron Investment Management
New York
– -$69K -138 Closed
GM
850
GeoWealth Management
Illinois
– -$66K -132 Closed
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