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MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1151
Wealth Preservation Advisors
Tennessee
– -$12.9K -24 Closed
DWP
1152
Destiny Wealth Partners
Florida
– -$9.7K -18 Closed
SIS
1153
Sound Income Strategies
Florida
– -$9.7K -18 Closed
S
1154
Sachetta
Massachusetts
– -$7.01K -13 Closed
RCM
1155
Richardson Capital Management
Wisconsin
– -$6.47K -12 Closed
GIA
1156
GHP Investment Advisors
Colorado
– -$5.95K -11 Closed
GSEP
1157
Golden State Equity Partners
California
– -$5.39K -10 Closed
NSIM
1158
North Star Investment Management
Illinois
– -$5.39K -10 Closed
VWM
1159
Vermillion Wealth Management
Minnesota
– -$3.23K -6 Closed
CFG
1160
Clayton Financial Group
Missouri
– -$2.7K -5 Closed
JFGIW
1161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$2.7K -5 Closed
RWM
1162
RMG Wealth Management
Wisconsin
– -$2.92K -5 Closed
PWA
1163
Portus Wealth Advisors
North Carolina
– -$2.16K -4 Closed
RCM
1164
Raleigh Capital Management
North Carolina
– -$2.16K -4 Closed
GWS
1165
Greykasell Wealth Strategies
California
– -$1.63K -3 Closed
IAAG
1166
Innovative Asset Advisors Group
Connecticut
– -$1.62K -3 Closed
SIM
1167
Synergy Investment Management
Florida
– -$1.62K -3 Closed
CCWM
1168
Cassaday & Co Wealth Management
Virginia
– -$1.08K -2 Closed
WCM
1169
Winthrop Capital Management
Indiana
– -$1K -2 Closed
BWM
1170
Bullock Wealth Management
Indiana
– -$559 -1 Closed
CAL
1171
Capital Analysts LLC
Pennsylvania
– -$1K -1 Closed
IWS
1172
Intentional Wealth Strategies
Colorado
– -$539 -1 Closed
EA
1173
Evolution Advisers
Virginia
– +$583 +1 New
NWM
1174
Navigoe Wealth Management
California
– +$583 +1 New
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