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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
501
Brinker Capital Investments
Pennsylvania
$1.22M +$381K +1,146 +51%
AMG
502
Asset Management Group
Connecticut
$1.22M – – –
AIM
503
Anchor Investment Management
South Carolina
$1.2M -$36.6K -110 -3%
CAM
504
Cresset Asset Management
Illinois
$1.2M +$144K +432 +15%
S
505
SignatureFD
Georgia
$1.2M -$36.3K -109 -3%
BWA
506
Brave Warrior Advisors
New York
$1.19M – – –
BIAS
507
Beacon Investment Advisory Services
New Jersey
$1.19M -$53.3K -160 -5%
TC
508
Telemus Capital
Michigan
$1.18M +$103K +310 +10%
LOPW
509
Live Oak Private Wealth
North Carolina
$1.18M +$32K +96 +3%
HPC
510
HM Payson & Co
Maine
$1.18M – – –
EWA
511
Exencial Wealth Advisors
Oklahoma
$1.16M – – –
RWA
512
Ropes Wealth Advisors
Massachusetts
$1.16M -$21.6K -65 -2%
OSAM
513
O'Shaughnessy Asset Management
Connecticut
$1.15M +$449K +1,349 +74%
KWM
514
Keebeck Wealth Management
Illinois
$1.13M +$134K +403 +15%
IIC
515
Ironwood Investment Counsel
Arizona
$1.13M – – –
GAM
516
Gotham Asset Management
New York
$1.11M -$360K -1,081 -26%
MIH
517
Meitav Investment House
Israel
$1.06M +$176K +530 +22%
MSAM
518
Moloney Securities Asset Management
Missouri
$1.05M -$42.6K -128 -4%
ST
519
Smithfield Trust
Pennsylvania
$1.04M +$166K +500 +21%
BG
520
Bahl & Gaynor
Ohio
$1.04M – – –
TU
521
TDAM USA
Ontario, Canada
$1.02M -$7.32K -22 -0.8%
SPIA
522
Steward Partners Investment Advisory
New York
$998K -$128K -385 -12%
ASN
523
Advisory Services Network
Georgia
$990K -$103K -308 -10%
EWA
524
Encompass Wealth Advisors
Oregon
$978K – – –
AWM
525
Altium Wealth Management
New York
$974K +$5.99K +18 +0.7%
19 20
21
22 23