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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
876
Aureus Asset Management
Massachusetts
– -$316K -515 Closed
FA
877
Fermata Advisors
California
– -$313K -510 Closed
MFS
878
Mirabella Financial Services
United Kingdom
– -$290K -473 Closed
BAM
879
Barrett Asset Management
New York
– -$283K -462 Closed
PGFC
880
Peapack-Gladstone Financial Corp
New Jersey
– -$260K -425 Closed
RSWM
881
Robertson Stephens Wealth Management
California
– -$258K -422 Closed
XT
882
XTX Topco
Cayman Islands
– -$246K -402 Closed
GA
883
GraniteShares Advisors
New York
– -$238K -389 Closed
MNBTD
884
Moody National Bank Trust Division
Texas
– -$232K -379 Closed
ONB
885
Old National Bancorp
Indiana
– -$231K -377 Closed
VAM
886
Vienna Asset Management
California
– -$225K -368 Closed
ATPW
887
Ashton Thomas Private Wealth
Arizona
– -$222K -363 Closed
BCM
888
Buckhead Capital Management
Georgia
– -$221K -360 Closed
LF
889
Lantz Financial
Illinois
– -$219K -357 Closed
CWM
890
Chesapeake Wealth Management
Virginia
– -$214K -350 Closed
GA
891
Geller Advisors
New York
– -$214K -350 Closed
PCM
892
Presidio Capital Management
California
– -$211K -345 Closed
CFO
893
Collective Family Office
Pennsylvania
– -$210K -343 Closed
BAM
894
Bruderman Asset Management
New York
– -$208K -339 Closed
MC
895
Machina Capital
France
– -$208K -339 Closed
SC
896
Savant Capital
Illinois
– -$204K -333 Closed
GLLW
897
Graves Light Lenhart Wealth
Virginia
– -$156K -254 Closed
JIR
898
James Investment Research
Ohio
– -$126K -205 Closed
CA
899
Cornerstone Advisory
Maryland
– -$124K -203 Closed
BAM
900
Belpointe Asset Management
Nevada
– -$119K -193 Closed
34 35
36
37 38