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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
851
Scholtz & Company
Connecticut
– -$331K -591 Closed
GAM
852
Gotham Asset Management
New York
– -$316K -564 Closed
FC
853
Forte Capital
New York
– -$286K -511 Closed
WF
854
Wayfinding Financial
Washington
– -$280K -501 Closed
PGCM
855
Prescott Group Capital Management
Oklahoma
– -$275K -491 Closed
GA
856
Geller Advisors
New York
– -$270K -482 Closed
PCS
857
Personal CFO Solutions
New Jersey
– -$265K -473 Closed
AT
858
American Trust
Kentucky
– -$262K -469 Closed
GCM
859
Gallacher Capital Management
Colorado
– -$255K -456 Closed
SIA
860
Schechter Investment Advisors
Michigan
– -$246K -440 Closed
WPW
861
Waldron Private Wealth
Pennsylvania
– -$239K -427 Closed
RCAG
862
Rehmann Capital Advisory Group
Michigan
– -$237K -423 Closed
CANY
863
Caxton Associates (New York)
New York
– -$233K -416 Closed
KCM
864
Kathmere Capital Management
Pennsylvania
– -$233K -416 Closed
PSP
865
Principal Street Partners
Tennessee
– -$229K -410 Closed
BEC
866
Blue Edge Capital
Virginia
– -$224K -400 Closed
MFA
867
Mayflower Financial Advisors
Massachusetts
– -$223K -399 Closed
VC
868
Veracity Capital
Georgia
– -$221K -396 Closed
SI
869
Stephens Inc
Arkansas
– -$221K -395 Closed
PWPS
870
Pinnacle Wealth Planning Services
Ohio
– -$221K -394 Closed
RSWM
871
Robertson Stephens Wealth Management
California
– -$219K -391 Closed
LA
872
LVW Advisors
New York
– -$216K -386 Closed
SMA
873
Sage Mountain Advisors
Georgia
– -$214K -383 Closed
IAN
874
Integrated Advisors Network
Texas
– -$213K -381 Closed
DWA
875
Douglass Winthrop Advisors
New York
– -$207K -370 Closed
33 34
35
36 37