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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
APA
551
American Portfolios Advisors
New York
$96.9K +$3.77K +25 +4%
FCA
552
FinTrust Capital Advisors
South Carolina
$96K +$103K +685 New
PA
553
Perennial Advisors
New York
$95K – – –
VFA
554
Valeo Financial Advisors
Indiana
$93K -$603 -4 -0.6%
SQA
555
Simon Quick Advisors
New Jersey
$88K – – –
ECM
556
Estabrook Capital Management
New York
$84K – – –
LFASL
557
Lugano Financial Advisors SA (LFA)
Switzerland
$80K – – –
FHA
558
First Horizon Advisors
Tennessee
$70K – – –
MCM
559
Manchester Capital Management
Vermont
$70K – – –
GLI
560
Guardian Life Insurance
New York
$66K – – –
KPW
561
Kore Private Wealth
New York
$66K +$71K +471 New
SLF
562
Sun Life Financial
Ontario, Canada
$64K +$302 +2 +0.4%
KA
563
Kaizen Advisory
Illinois
$62K +$6.94K +46 +12%
FANJ
564
Financial Architects (New Jersey)
New Jersey
$60K -$121K -800 -65%
THWM
565
Taylor Hoffman Wealth Management
Virginia
$57K – – –
WPA
566
West Paces Advisors
Georgia
$56.6K – – –
CIA
567
Cascade Investment Advisors
Oregon
$56K – – –
BTNA
568
Bremer Trust National Association
Minnesota
$56K +$60.3K +400 New
ER
569
Enlightenment Research
Florida
$56K +$60.3K +400 New
NIT
570
NumerixS Investment Technologies
British Columbia, Canada
$56K +$60.3K +400 New
SIM
571
Sonora Investment Management
Arizona
$56K +$60.3K +400 New
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$54K +$27K +179 +85%
LC
573
Lindbrook Capital
California
$52K +$56.6K +375 New
SIAS
574
Shine Investment Advisory Services
Colorado
$50K +$6.94K +46 +15%
CAW
575
Cornerstone Advisors (Washington)
Washington
$49K +$2.26K +15 +4%