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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
451
Wealthspire Advisors (Maryland)
Maryland
$535K -$162 -1 -0%
FAAS
452
First Allied Advisory Services
California
$534K -$15.1K -93 -3%
RHJA
453
Rice Hall James & Associates
California
$505K -$56.7K -350 -10%
HA
454
Halsey Associates
Connecticut
$500K -$97.1K -600 -16%
ZCA
455
Zeke Capital Advisors
Pennsylvania
$485K +$64.3K +397 +15%
EP
456
Edgestream Partners
New Jersey
$484K +$486K +3,001 New
AIM
457
Anchor Investment Management
South Carolina
$484K – – –
BG
458
Bahl & Gaynor
Ohio
$477K – – –
BFM
459
Boothbay Fund Management
New York
$468K -$197K -1,219 -30%
HR
460
Howe & Rusling
New York
$467K -$99.9K -617 -18%
TU
461
TDAM USA
Ontario, Canada
$463K +$1.62K +10 +0.3%
CA
462
Cynosure Advisors
Utah
$460K +$4.37K +27 +1%
SLAM
463
Swiss Life Asset Management
$457K -$2.37M -14,644 -84%
TG
464
TLP Group
Illinois
$456K +$253K +1,561 +123%
BOTW
465
Bank of the West
California
$443K -$76.1K -470 -15%
RB
466
Rodgers Brothers
Pennsylvania
$436K -$8.09K -50 -2%
JAFL
467
Jay A. Fishman Ltd
Michigan
$431K – – –
CB
468
Commerce Bank
Missouri
$428K +$16.4K +101 +4%
CG
469
Caprock Group
Idaho
$425K – – –
LS
470
Livforsakringsbolaget Skandia
Sweden
$423K – – –
QI
471
QS Investors
New York
$420K – – –
PGIM
472
Pacific Global Investment Management
California
$419K -$3.08K -19 -0.7%
BIM
473
Bridges Investment Management
Nebraska
$419K +$421K +2,600 New
BCM
474
BlueCrest Capital Management
Jersey
$416K +$417K +2,578 New
LIC
475
Lodestar Investment Counsel
Illinois
$411K – – –
17 18
19
20 21