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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
601
Horizon Investments
North Carolina
$538K +$507K +1,802 New
ACP
602
Ashfield Capital Partners
California
$528K – – –
BAM
603
Blueshift Asset Management
New Jersey
$526K -$6.41M -22,759 -93%
MYAM
604
Meiji Yasuda Asset Management
Japan
$512K +$155K +550 +47%
BOTW
605
Bank of the West
California
$511K -$56.3K -200 -10%
SCA
606
Snowden Capital Advisors
New York
$511K +$129K +457 +36%
SW
607
SVB Wealth
Massachusetts
$493K +$14.9K +53 +3%
WKWM
608
Walter & Keenan Wealth Management
Indiana
$492K – – –
PCA
609
Personal Capital Advisors
California
$482K -$14.4K -51 -3%
SIM
610
Sentry Investment Management
Wisconsin
$481K -$2.17M -7,695 -83%
JWCA
611
J.W. Coons Advisors
Ohio
$479K -$119K -424 -21%
EF
612
Empirical Finance
Pennsylvania
$479K – – –
FTDI
613
First Trust Direct Indexing
Massachusetts
$478K +$7.04K +25 +2%
ST
614
Spinnaker Trust
Maine
$473K -$22.5K -80 -5%
SCM
615
Southport Capital Management
Tennessee
$471K +$98.3K +349 +28%
IEFM
616
IQ EQ Fund Management
Ireland
$470K – – –
KCM
617
Kendall Capital Management
Maryland
$470K – – –
CRC
618
Curi RMB Capital
Illinois
$463K -$87.9K -312 -17%
MCM
619
MAI Capital Management
Ohio
$463K +$10.7K +38 +3%
TI
620
Tidal Investments
Wisconsin
$462K +$164K +584 +61%
DBT
621
Dubuque Bank & Trust
Iowa
$461K -$3.1K -11 -0.7%
MAM
622
Magellan Asset Management
Australia
$457K +$181K +642 +72%
EWM
623
Evercore Wealth Management
New York
$453K -$28.4K -101 -6%
GG
624
Gofen & Glossberg
Illinois
$446K -$35.8K -127 -8%
SVWAG
625
Sound View Wealth Advisors Group
Georgia
$440K – – –
23 24
25
26 27