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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
601
Advisors Asset Management
Colorado
$621K +$151K +454 +36%
DILIC
602
Dai-ichi Life Insurance Company
Japan
$616K -$63.6K -191 -10%
CP
603
Castleview Partners
Texas
$610K +$560K +1,682 New
HBT
604
Heartland Bank & Trust
Illinois
$605K -$52.6K -158 -9%
WKWM
605
Walter & Keenan Wealth Management
Indiana
$603K – – –
PCA
606
Personal Capital Advisors
California
$602K +$15.3K +46 +3%
BOTW
607
Bank of the West
California
$600K -$18.3K -55 -3%
LOAMS
608
Lombard Odier Asset Management (Switzerland)
Switzerland
$596K +$219K +657 +66%
SIM
609
Sentry Investment Management
Wisconsin
$584K – – –
ST
610
Spinnaker Trust
Maine
$574K – – –
IEFM
611
IQ EQ Fund Management
Ireland
$570K – – –
KCM
612
Kendall Capital Management
Maryland
$567K -$3.33K -10 -0.6%
GG
613
Gofen & Glossberg
Illinois
$566K +$22.6K +68 +5%
MCM
614
MAI Capital Management
Ohio
$564K +$2.66K +8 +0.5%
NAM
615
NorthCoast Asset Management
Connecticut
$563K -$1.22M -3,656 -70%
CRC
616
Curi RMB Capital
Illinois
$562K – – –
SFA
617
Sequoia Financial Advisors
Ohio
$561K +$50.6K +152 +11%
BPA
618
Beacon Pointe Advisors
California
$558K +$513K +1,541 New
EWM
619
Evercore Wealth Management
New York
$545K -$3.66K -11 -0.7%
AP
620
Atwood & Palmer
Missouri
$544K -$166K -500 -25%
FBB
621
Fulton Breakefield Broenniman
Maryland
$534K – – –
SVWAG
622
Sound View Wealth Advisors Group
Georgia
$534K – – –
ATC
623
Argent Trust Co
Tennessee
$532K +$12.6K +38 +3%
VCA
624
Verdence Capital Advisors
Maryland
$531K +$261K +783 +115%
CIA
625
Choate Investment Advisors
Massachusetts
$529K – – –
23 24
25
26 27