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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
501
Alexandria Capital
Virginia
$10K – – –
MIM
502
Manitou Investment Management
Ontario, Canada
$10K +$8.99K +100 New
FNBT
503
FineMark National Bank & Trust
Florida
$10K +$9.17K +102 New
EFSCE
504
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$989 -11 -11%
PMFA
505
Plante Moran Financial Advisors
Michigan
$8K – – –
BAM
506
Bruderman Asset Management
New York
$8K +$90 +1 +1%
TCM
507
Tradewinds Capital Management
Washington
$7K – – –
PCP
508
Proficio Capital Partners
Massachusetts
$7K +$1.89K +21 +40%
PCM
509
Penserra Capital Management
California
$6K +$359 +4 +6%
GWM
510
Gupta Wealth Management
California
$5K -$2.07K -23 -29%
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$5K +$5.12K +57 New
TSU
512
TD Securities (USA)
New York
$4K -$90 -1 -3%
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
PFBT
514
Parkside Financial Bank & Trust
Missouri
$4K +$1.62K +18 +62%
CHC
515
City Holding Co
West Virginia
$3K – – –
SSB
516
Sandy Spring Bank
Maryland
$3K – – –
SWA
517
Sutton Wealth Advisors
Florida
$2.22K +$2.07K +23 New
FNBSF
518
First National Bank Sioux Falls
South Dakota
$2K – – –
VCM
519
Versant Capital Management
Arizona
$2K – – –
TFO
520
Tarbox Family Office
California
$1K – – –
TDC
521
Thompson Davis & Co
Virginia
$1K – – –
VIA
522
Vantage Investment Advisors
Pennsylvania
$1K +$719 +8 New
RWM
523
Raffa Wealth Management
District of Columbia
$579 – – –
AL
524
AJO LP
Pennsylvania
– -$169M -1,681,926 Closed
B
525
BloombergSen
Ontario, Canada
– -$102M -1,016,432 Closed
19 20
21
22 23