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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
826
Donoghue Forlines
Massachusetts
– -$237K -561 Closed
IGWM
827
ICA Group Wealth Management
Colorado
– -$232K -550 Closed
GHAM
828
Gilman Hill Asset Management
Connecticut
– -$211K -500 Closed
UC
829
Unio Capital
New Jersey
– -$205K -485 Closed
IAA
830
Independent Advisor Alliance
North Carolina
– -$204K -483 Closed
PSP
831
Principal Street Partners
Tennessee
– -$201K -476 Closed
MWM
832
Mascoma Wealth Management
New Hampshire
– -$38K -89 Closed
CTC
833
Central Trust Company
Missouri
– -$20K -47 Closed
CWM
834
Castle Wealth Management
Florida
– -$13K -32 Closed
GWSG
835
GPS Wealth Strategies Group
Colorado
– -$13K -31 Closed
OC
836
Oakworth Capital
Alabama
– -$8K -19 Closed
CAL
837
Capital Analysts LLC
Pennsylvania
– -$7K -17 Closed
AIP
838
Almanack Investment Partners
Pennsylvania
– -$6K -14 Closed
SFO
839
Standard Family Office
South Dakota
– -$5K -13 Closed
BCM
840
Bourgeon Capital Management
Connecticut
– -$5K -12 Closed
FWA
841
FSC Wealth Advisors
New York
– -$3K -8 Closed
AAP
842
Arax Advisory Partners
Colorado
– -$3K -7 Closed
BC
843
Bartlett & Co
Ohio
– -$2K -4 Closed
BCWM
844
Bartlett & Co Wealth Management
Ohio
– -$1.69K -4 Closed
SOS
845
Silver Oak Securities
Tennessee
– -$2.05K -4 Closed
ACM
846
Absolute Capital Management
Pennsylvania
– -$423 -1 Closed
ST
847
Sageworth Trust
Pennsylvania
– +$465 +1 New
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