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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
501
Cornerstone Advisors (Washington)
Washington
$11K +$6.56K +73 +187%
AC
502
Alexandria Capital
Virginia
$10K – – –
MIM
503
Manitou Investment Management
Ontario, Canada
$10K +$8.99K +100 New
FNBT
504
FineMark National Bank & Trust
Florida
$10K +$9.17K +102 New
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$989 -11 -11%
PMFA
506
Plante Moran Financial Advisors
Michigan
$8K – – –
BAM
507
Bruderman Asset Management
New York
$8K +$90 +1 +1%
TCM
508
Tradewinds Capital Management
Washington
$7K – – –
PCP
509
Proficio Capital Partners
Massachusetts
$7K +$1.89K +21 +40%
PCM
510
Penserra Capital Management
California
$6K +$359 +4 +6%
GWM
511
Gupta Wealth Management
California
$5K -$2.07K -23 -29%
OSAM
512
O'Shaughnessy Asset Management
Connecticut
$5K +$5.12K +57 New
TSU
513
TD Securities (USA)
New York
$4K -$90 -1 -3%
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
PFBT
515
Parkside Financial Bank & Trust
Missouri
$4K +$1.62K +18 +62%
CHC
516
City Holding Co
West Virginia
$3K – – –
SSB
517
Sandy Spring Bank
Maryland
$3K – – –
SWA
518
Sutton Wealth Advisors
Florida
$2.22K +$2.07K +23 New
FNBSF
519
First National Bank Sioux Falls
South Dakota
$2K – – –
VCM
520
Versant Capital Management
Arizona
$2K – – –
TFO
521
Tarbox Family Office
California
$1K – – –
TDC
522
Thompson Davis & Co
Virginia
$1K – – –
VIA
523
Vantage Investment Advisors
Pennsylvania
$1K +$719 +8 New
RWM
524
Raffa Wealth Management
District of Columbia
$579 – – –
AL
525
AJO LP
Pennsylvania
– -$169M -1,681,926 Closed
19 20
21
22 23