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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
UH
526
Unigestion Holding
Switzerland
$845K +$814K +2,911 New
GT
527
Greenleaf Trust
Michigan
$840K -$5.87K -21 -0.7%
SPIA
528
Steward Partners Investment Advisory
New York
$839K +$5.59K +20 +0.7%
ASN
529
Advisory Services Network
Georgia
$823K -$50.1K -179 -6%
SC
530
SRB Corp
Massachusetts
$822K +$792K +2,833 New
CP
531
Cumberland Partners
Ontario, Canada
$813K -$42K -150 -5%
AP
532
Atwood & Palmer
Missouri
$813K – – –
AWM
533
Altium Wealth Management
New York
$802K +$12.9K +46 +2%
LIA
534
LS Investment Advisors
Michigan
$800K -$114K -408 -13%
TU
535
TDAM USA
Ontario, Canada
$795K – – –
EWA
536
Encompass Wealth Advisors
Oregon
$784K +$755K +2,700 New
CC
537
Cipher Capital
New York
$783K +$754K +2,697 New
KWM
538
Keebeck Wealth Management
Illinois
$772K +$257K +919 +53%
QI
539
QS Investors
New York
$767K -$22.1K -79 -3%
AAM
540
Azzad Asset Management
Virginia
$763K -$6.15K -22 -0.8%
LWCFA
541
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$757K +$4.47K +16 +0.6%
TC
542
Telemus Capital
Michigan
$756K +$47K +168 +7%
RB
543
Rodgers Brothers
Pennsylvania
$755K – – –
BIM
544
Bridges Investment Management
Nebraska
$754K – – –
AIA
545
Angeles Investment Advisors
California
$751K – – –
ACM
546
AlphaCrest Capital Management
New York
$748K +$366K +1,308 +103%
RHJA
547
Rice Hall James & Associates
California
$747K -$21K -75 -3%
CPA
548
Capital Planning Advisors
California
$747K +$78.3K +280 +12%
WT
549
Washington Trust
Rhode Island
$745K -$44.7K -160 -6%
ST
550
Smithfield Trust
Pennsylvania
$743K -$183K -653 -20%
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