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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1126
Bryn Mawr Capital Management
Pennsylvania
– -$227K -421 Closed
OCA
1127
OpenArc Corporate Advisory
Georgia
– -$225K -418 Closed
FFA
1128
Founders Financial Alliance
North Carolina
– -$222K -411 Closed
PFM
1129
Patton Fund Management
Texas
– -$221K -410 Closed
EA
1130
Emerald Advisers
Pennsylvania
– -$218K -404 Closed
CAM
1131
CenterStar Asset Management
Illinois
– -$216K -400 Closed
JRPIM
1132
Journey Retirement Planning & Investment Management
Idaho
– -$214K -397 Closed
AO
1133
Advisor OS
Illinois
– -$213K -396 Closed
WS
1134
Wedbush Securities
California
– -$212K -393 Closed
G
1135
GenTrust
Florida
– -$206K -382 Closed
CIA
1136
Caerus Investment Advisors
Texas
– -$205K -380 Closed
LGF
1137
LGT Group Foundation
Liechtenstein
– -$204K -379 Closed
SC
1138
Summa Corp
Texas
– -$201K -372 Closed
AGWCA
1139
Annis Gardner Whiting Capital Advisors
Florida
– -$132K -244 Closed
RFP
1140
Root Financial Partners
California
– -$119K -220 Closed
UFF
1141
USA Financial Formulas
Michigan
– -$89.5K -166 Closed
CA
1142
Cache Advisors
California
– -$71.1K -132 Closed
SC
1143
Steph & Co
Wisconsin
– -$62K -115 Closed
CFB
1144
Cullen/Frost Bankers
Texas
– -$55.5K -103 Closed
BOJHT
1145
Bank of Jackson Hole Trust
Wyoming
– -$50.1K -93 Closed
OWA
1146
Opal Wealth Advisors
New York
– -$38.3K -71 Closed
WSFG
1147
Wall Street Financial Group
Illinois
– -$24.8K -46 Closed
TPWA
1148
Twin Peaks Wealth Advisors
California
– -$22.6K -42 Closed
TGY2IT
1149
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$14K -26 Closed
AT
1150
Arlington Trust
Alabama
– -$12.9K -24 Closed
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46
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