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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
876
NuWave Investment Management
New Jersey
– -$300K -493 Closed
AGA
877
Accuvest Global Advisors
Utah
– -$291K -476 Closed
FNBOO
878
First National Bank of Omaha
Nebraska
– -$273K -449 Closed
OWM
879
OneAscent Wealth Management
Alabama
– -$271K -446 Closed
KPW
880
Kore Private Wealth
New York
– -$265K -436 Closed
WG
881
Winton Group
United Kingdom
– -$265K -435 Closed
SW
882
SVB Wealth
Massachusetts
– -$260K -427 Closed
OFS
883
OneAscent Financial Services
Alabama
– -$245K -403 Closed
SIM
884
Stratos Investment Management
Ohio
– -$245K -403 Closed
FANJ
885
Financial Architects (New Jersey)
New Jersey
– -$227K -373 Closed
JF
886
Jump Financial
Illinois
– -$216K -355 Closed
TFS
887
Thoroughbred Financial Services
Tennessee
– -$209K -344 Closed
WP
888
WealthPLAN Partners
Nebraska
– -$219K -344 Closed
ACM
889
Anfield Capital Management
California
– -$201K -322 Closed
GRP
890
Global Retirement Partners
California
– -$134K -221 Closed
CI
891
CX Institutional
Indiana
– -$94K -154 Closed
SAI
892
Systematic Alpha Investments
New Jersey
– -$90K -135 Closed
APWA
893
Atlas Private Wealth Advisors
New Jersey
– -$73K -120 Closed
AWA
894
Arkadios Wealth Advisors
Georgia
– -$68K -112 Closed
HPC
895
HM Payson & Co
Maine
– -$62K -102 Closed
CFD
896
Creative Financial Designs
Indiana
– -$52K -85 Closed
DOA
897
D'Orazio & Associates
Virginia
– -$37K -61 Closed
CFA
898
Cahill Financial Advisors
Minnesota
– -$33K -55 Closed
CMF
899
Counterpoint Mutual Funds
California
– -$21K -34 Closed
UOTTAIMCU
900
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$18K -30 Closed
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