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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
876
Drive Wealth Management
Utah
– -$333K -544 Closed
PCA
877
Pallas Capital Advisors
Massachusetts
– -$264K -526 Closed
AAM
878
Aureus Asset Management
Massachusetts
– -$316K -515 Closed
FA
879
Fermata Advisors
California
– -$313K -510 Closed
MFS
880
Mirabella Financial Services
United Kingdom
– -$290K -473 Closed
BAM
881
Barrett Asset Management
New York
– -$283K -462 Closed
PGFC
882
Peapack-Gladstone Financial Corp
New Jersey
– -$260K -425 Closed
RSWM
883
Robertson Stephens Wealth Management
California
– -$258K -422 Closed
XT
884
XTX Topco
Cayman Islands
– -$246K -402 Closed
GA
885
GraniteShares Advisors
New York
– -$238K -389 Closed
MNBTD
886
Moody National Bank Trust Division
Texas
– -$232K -379 Closed
ONB
887
Old National Bancorp
Indiana
– -$231K -377 Closed
VAM
888
Vienna Asset Management
California
– -$225K -368 Closed
ATPW
889
Ashton Thomas Private Wealth
Arizona
– -$222K -363 Closed
BCM
890
Buckhead Capital Management
Georgia
– -$221K -360 Closed
LF
891
Lantz Financial
Illinois
– -$219K -357 Closed
CWM
892
Chesapeake Wealth Management
Virginia
– -$214K -350 Closed
GA
893
Geller Advisors
New York
– -$214K -350 Closed
PCM
894
Presidio Capital Management
California
– -$211K -345 Closed
CFO
895
Collective Family Office
Pennsylvania
– -$210K -343 Closed
BAM
896
Bruderman Asset Management
New York
– -$208K -339 Closed
MC
897
Machina Capital
France
– -$208K -339 Closed
SC
898
Savant Capital
Illinois
– -$204K -333 Closed
GLLW
899
Graves Light Lenhart Wealth
Virginia
– -$156K -254 Closed
JIR
900
James Investment Research
Ohio
– -$126K -205 Closed
34 35
36
37 38