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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
MGP
576
Metis Global Partners
California
$873K +$396K +1,177 +83%
CC
577
Caxton Corporation
New Jersey
$866K -$11.1K -33 -1%
WANY
578
Wealthspire Advisors (New York)
New York
$863K -$159K -473 -16%
BC
579
Bartlett & Co
Ohio
$860K – – –
AWP
580
Accretive Wealth Partners
New Jersey
$852K +$16.5K +49 +2%
RC
581
RegentAtlantic Capital
New Jersey
$847K +$248K +736 +41%
EP
582
Edgestream Partners
New Jersey
$845K +$664K +1,975 +374%
NL
583
NVWM LLC
Pennsylvania
$841K +$95.2K +283 +13%
SFI
584
Siemens Fonds Invest
Germany
$840K – – –
RWA
585
Ropes Wealth Advisors
Massachusetts
$833K -$44.7K -133 -5%
SSB
586
Sandy Spring Bank
Maryland
$831K -$313K -932 -27%
PAS
587
Park Avenue Securities
New York
$820K +$52.5K +156 +7%
SS
588
Simplicity Solutions
Minnesota
$818K -$769K -2,288 -49%
WT
589
Whittier Trust
California
$818K +$2.02K +6 +0.2%
PA
590
PFG Advisors
Arizona
$816K +$2.69K +8 +0.3%
LWP
591
Lumature Wealth Partners
Georgia
$805K -$20.8K -62 -3%
UH
592
Unigestion Holding
Switzerland
$802K – – –
IC
593
Inverness Counsel
New York
$797K -$289K -860 -27%
RCA
594
Roberts Capital Advisors
Colorado
$790K – – –
WPW
595
Waldron Private Wealth
Pennsylvania
$788K +$22.9K +68 +3%
HBT
596
Heartland Bank & Trust
Illinois
$787K -$76.7K -228 -9%
BCM
597
Bienville Capital Management
New York
$785K – – –
PA
598
Profund Advisors
Maryland
$768K -$88.8K -264 -10%
PGIM
599
Pacific Global Investment Management
California
$766K +$15.8K +47 +2%
VIA
600
Vident Investment Advisory
Georgia
$762K -$2.07M -6,154 -73%
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