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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1101
Empirical Asset Management
Massachusetts
– -$802K -1,398 Closed
FAM
1102
Fred Alger Management
New York
– -$799K -1,392 Closed
OWCM
1103
One Wealth Capital Management
Arizona
– -$660K -1,150 Closed
AAMU
1104
AEGON Asset Management (UK)
United Kingdom
– -$652K -1,136 Closed
DAS
1105
Diversify Advisory Services
Utah
– -$674K -1,119 Closed
FLPIM
1106
F.L. Putnam Investment Management
Massachusetts
– -$626K -1,091 Closed
HAG
1107
HighPoint Advisor Group
Illinois
– -$580K -1,011 Closed
BA
1108
Bridgewater Associates
Connecticut
– -$557K -971 Closed
OF
1109
Optimize Financial
California
– -$470K -819 Closed
IIC
1110
Integrated Investment Consultants
Michigan
– -$469K -817 Closed
ACM
1111
Aster Capital Management
United Arab Emirates
– -$448K -781 Closed
First Manhattan
1112
First Manhattan
New York
– -$447K -779 Closed
HH
1113
Hilltop Holdings
Texas
– -$421K -733 Closed
AC
1114
Armistice Capital
New York
– -$419K -731 Closed
SMA
1115
Sage Mountain Advisors
Georgia
– -$413K -719 Closed
EDRH
1116
Edmond de Rothschild Holding
Switzerland
– -$402K -700 Closed
SFS
1117
Security Financial Services
Indiana
– -$386K -673 Closed
ACA
1118
Aptus Capital Advisors
Alabama
– -$378K -658 Closed
VFA
1119
Valeo Financial Advisors
Indiana
– -$366K -638 Closed
MWM
1120
Moran Wealth Management
Florida
– -$358K -624 Closed
BCM
1121
Bourgeon Capital Management
Connecticut
– -$355K -618 Closed
FFM
1122
Forum Financial Management
Illinois
– -$354K -617 Closed
PCM
1123
Prelude Capital Management
New York
– -$345K -601 Closed
SFS
1124
Sowell Financial Services
Arkansas
– -$340K -593 Closed
HP
1125
Havemeyer Place
Connecticut
– -$336K -585 Closed
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