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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
$97K -$5.98K -34 -5%
NIM
602
NuWave Investment Management
New Jersey
$95K -$159K -903 -61%
FL
603
Fort LP
Maryland
$90K +$94.4K +537 New
FHA
604
First Horizon Advisors
Tennessee
$84K – – –
LFASL
605
Lugano Financial Advisors SA (LFA)
Switzerland
$80K +$84.2K +479 New
GLI
606
Guardian Life Insurance
New York
$79K +$1.94K +11 +2%
SLF
607
Sun Life Financial
Ontario, Canada
$76K +$879 +5 +1%
FHB
608
First Hawaiian Bank
Hawaii
$76K +$79.7K +453 New
MCM
609
Manchester Capital Management
Vermont
$69K – – –
THWM
610
Taylor Hoffman Wealth Management
Virginia
$69K – – –
WPA
611
West Paces Advisors
Georgia
$67.5K – – –
CIA
612
Cascade Investment Advisors
Oregon
$66.9K – – –
KA
613
Kaizen Advisory
Illinois
$66K – – –
HFM
614
Harvest Fund Management
China
$62K +$36.2K +206 +125%
ICM
615
IMS Capital Management
Oregon
$59K +$62.4K +355 New
CAW
616
Cornerstone Advisors (Washington)
Washington
$56K – – –
SIC
617
Salem Investment Counselors
North Carolina
$51K – – –
SIAS
618
Shine Investment Advisory Services
Colorado
$51K +$9.85K +56 +22%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$50K – – –
LFA
620
Legacy Financial Advisors
Kentucky
$50K – – –
WWM
621
Willingdon Wealth Management
North Carolina
$48K +$50.5K +287 New
TWA
622
TCI Wealth Advisors
Arizona
$45K – – –
VVP
623
Vulcan Value Partners
Alabama
$44K -$54.3M -308,873 -100%
SPIA
624
Steward Partners Investment Advisory
New York
$44K +$5.1K +29 +12%
RMC
625
Resources Management Corp
Connecticut
$44K +$46.8K +266 New
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