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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
F8IS
1101
Figure 8 Investment Strategies
Idaho
– -$1.14M -1,988 Closed
HWM
1102
Hohimer Wealth Management
Washington
– -$908K -1,583 Closed
DIM
1103
Delta Investment Management
California
– -$907K -1,581 Closed
KIM
1104
Kestra Investment Management
Texas
– -$883K -1,539 Closed
EAM
1105
Empirical Asset Management
Massachusetts
– -$802K -1,398 Closed
FAM
1106
Fred Alger Management
New York
– -$799K -1,392 Closed
OWCM
1107
One Wealth Capital Management
Arizona
– -$660K -1,150 Closed
AAMU
1108
AEGON Asset Management (UK)
United Kingdom
– -$652K -1,136 Closed
DAS
1109
Diversify Advisory Services
Utah
– -$674K -1,119 Closed
FLPIM
1110
F.L. Putnam Investment Management
Massachusetts
– -$626K -1,091 Closed
HAG
1111
HighPoint Advisor Group
Illinois
– -$580K -1,011 Closed
BA
1112
Bridgewater Associates
Connecticut
– -$557K -971 Closed
OF
1113
Optimize Financial
California
– -$470K -819 Closed
IIC
1114
Integrated Investment Consultants
Michigan
– -$469K -817 Closed
ACM
1115
Aster Capital Management
United Arab Emirates
– -$448K -781 Closed
First Manhattan
1116
First Manhattan
New York
– -$447K -779 Closed
HH
1117
Hilltop Holdings
Texas
– -$421K -733 Closed
AC
1118
Armistice Capital
New York
– -$419K -731 Closed
SMA
1119
Sage Mountain Advisors
Georgia
– -$413K -719 Closed
EDRH
1120
Edmond de Rothschild Holding
Switzerland
– -$402K -700 Closed
SFS
1121
Security Financial Services
Indiana
– -$386K -673 Closed
ACA
1122
Aptus Capital Advisors
Alabama
– -$378K -658 Closed
VFA
1123
Valeo Financial Advisors
Indiana
– -$366K -638 Closed
MWM
1124
Moran Wealth Management
Florida
– -$358K -624 Closed
BCM
1125
Bourgeon Capital Management
Connecticut
– -$355K -618 Closed
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