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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$933K – – –
SW
552
SVB Wealth
Massachusetts
$913K +$156K +415 +19%
WT
553
Washington Trust
Rhode Island
$912K -$377 -1 -0%
BC
554
Bartlett & Co
Ohio
$906K -$3.39K -9 -0.4%
BCWM
555
Bartlett & Co Wealth Management
Ohio
$906K -$3.39K -9 -0.4%
NA
556
NewEdge Advisors
Louisiana
$901K -$34.3K -91 -3%
AIM
557
Aigen Investment Management
New York
$901K +$716K +1,901 +299%
HWMA
558
Heritage Wealth Management (Arizona)
Arizona
$900K +$130K +344 +16%
HBT
559
Heartland Bank & Trust
Illinois
$896K +$321K +853 +51%
CAL
560
Capital Analysts LLC
Pennsylvania
$895K +$13.2K +35 +1%
WP
561
WMS Partners
Maryland
$878K +$220K +583 +31%
PA
562
Profund Advisors
Maryland
$862K -$19.6K -52 -2%
AWP
563
Accretive Wealth Partners
New Jersey
$856K +$32.4K +86 +4%
PA
564
PFG Advisors
Arizona
$854K +$3.77K +10 +0.4%
CC
565
Caxton Corporation
New Jersey
$845K -$754 -2 -0.1%
RFG
566
Range Financial Group
Oregon
$841K +$82.9K +220 +10%
RHJA
567
Rice Hall James & Associates
California
$840K – – –
BCM
568
Bienville Capital Management
New York
$826K – – –
LWP
569
Lumature Wealth Partners
Georgia
$824K +$36.9K +98 +4%
PP
570
PDT Partners
New York
$817K +$867K +2,300 New
WT
571
Whittier Trust
California
$812K – – –
WPW
572
Waldron Private Wealth
Pennsylvania
$806K +$91.9K +244 +12%
ACM
573
AlphaCrest Capital Management
New York
$800K +$321K +852 +61%
EWA
574
Encompass Wealth Advisors
Oregon
$798K -$170K -450 -17%
PA
575
Parallel Advisors
California
$794K +$90.4K +240 +12%
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