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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
901
Amplius Wealth Advisors
Pennsylvania
– -$112K -184 Closed
SWM
902
Selective Wealth Management
Virginia
– -$92K -150 Closed
MC
903
Maverick Capital
Texas
– -$76K -124 Closed
EBA
904
Eagle Bay Advisors
New York
– -$61K -99 Closed
SFM
905
Signet Financial Management
New Jersey
– -$36K -58 Closed
WWM
906
Wolff Wiese Magana
California
– -$32K -53 Closed
CA
907
CoreCap Advisors
Michigan
– -$31K -51 Closed
AIL
908
AGF Investments LLC
Ontario, Canada
– -$27K -44 Closed
EPM
909
Equitec Proprietary Markets
Illinois
– -$26K -43 Closed
CYG
910
Clean Yield Group
Vermont
– -$25K -40 Closed
ST
911
Sageworth Trust
Pennsylvania
– -$18K -30 Closed
PMFA
912
Plante Moran Financial Advisors
Michigan
– -$18K -29 Closed
ACM
913
Absolute Capital Management
Pennsylvania
– -$16.5K -27 Closed
MP
914
McDonald Partners
Ohio
– -$16.5K -27 Closed
LF
915
Lee Financial
Texas
– -$13K -21 Closed
DWA
916
Delos Wealth Advisors
Texas
– -$12K -20 Closed
FRA
917
Front Row Advisors
California
– -$12K -19 Closed
TJHA
918
Thomas J. Herzfeld Advisors
Florida
– -$6K -10 Closed
JFA
919
JNBA Financial Advisors
Minnesota
– -$5K -8 Closed
MG
920
MilWealth Group
Wisconsin
– -$3.06K -5 Closed
SC
921
SouthState Corp
Florida
– -$2K -4 Closed
TCWA
922
Ten Capital Wealth Advisors
Washington
– -$2K -4 Closed
LWA
923
Lenox Wealth Advisors
New York
– -$2K -3 Closed
AA
924
Addison Advisors
Vermont
– -$1K -2 Closed
CSWM
925
Cassady Schiller Wealth Management
Ohio
– -$1K -2 Closed
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