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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
826
Fiduciary Trust
Massachusetts
– -$231K -459 Closed
KWM
827
Kolinsky Wealth Management
New Jersey
– -$229K -456 Closed
TA
828
TrueWealth Advisors
Alabama
– -$278K -453 Closed
PCS
829
Personal CFO Solutions
New Jersey
– -$227K -452 Closed
OPS
830
Orion Portfolio Solutions
Nebraska
– -$225K -448 Closed
WFI
831
West Family Investments
California
– -$225K -448 Closed
HWMA
832
Heritage Wealth Management (Arizona)
Arizona
– -$215K -427 Closed
TC
833
TownSquare Capital
Utah
– -$214K -425 Closed
JCM
834
Jacobi Capital Management
Pennsylvania
– -$212K -421 Closed
MA
835
MJP Associates
Connecticut
– -$210K -417 Closed
CAN
836
Cetera Advisor Networks
California
– -$206K -409 Closed
CIA
837
Choate Investment Advisors
Massachusetts
– -$204K -405 Closed
MFA
838
Mayflower Financial Advisors
Massachusetts
– -$203K -404 Closed
BEC
839
Blue Edge Capital
Virginia
– -$201K -400 Closed
ECM
840
Evergreen Capital Management
Washington
– -$201K -400 Closed
GGI
841
Godsey & Gibb Inc
Virginia
– -$126K -250 Closed
T
842
TCWP
Ohio
– -$98K -196 Closed
NIM
843
NuWave Investment Management
New Jersey
– -$94K -186 Closed
SOW
844
State of Wyoming
Wyoming
– -$80K -159 Closed
LAS
845
Lloyd Advisory Services
Georgia
– -$76K -151 Closed
AWA
846
Aaron Wealth Advisors
Illinois
– -$73.4K -146 Closed
CIM
847
Chiron Investment Management
New York
– -$69K -138 Closed
GM
848
GeoWealth Management
Illinois
– -$66K -132 Closed
FAG
849
Fortitude Advisory Group
Washington
– -$45K -89 Closed
GAM
850
Gemmer Asset Management
California
– -$42K -84 Closed
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