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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
601
Asset Management Group
Connecticut
$955K -$155K -447 -15%
SPIA
602
Steward Partners Investment Advisory
New York
$948K +$2.08K +6 +0.2%
PWA
603
Providence Wealth Advisors
Illinois
$939K +$5.82M +16,745 New
QI
604
Qtron Investments
Massachusetts
$936K
WT
605
Whittier Trust
California
$931K -$4.17K -12 -0.5%
CQS
606
Credential Qtrade Securities
$927K -$45.2K -130 -5%
Verition Fund Management
607
Verition Fund Management
Connecticut
$918K +$198K +571 +32%
FHB
608
First Hawaiian Bank
Hawaii
$916K -$6.6K -19 -0.8%
HWM
609
HB Wealth Management
Georgia
$914K +$9.04K +26 +1%
GLR
610
Great Lakes Retirement
Ohio
$898K +$30.2K +87 +4%
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$897K
MFG
612
Merit Financial Group
Georgia
$888K +$287K +825 +57%
CTC
613
Central Trust Company
Missouri
$884K -$27.5K -79 -3%
EWA
614
Encompass Wealth Advisors
Oregon
$879K
RWM
615
Rockline Wealth Management
New York
$877K +$781K +2,246 New
FA
616
FDx Advisors
Illinois
$876K +$28.5K +82 +4%
SA
617
SRN Advisors
Pennsylvania
$863K +$768K +2,210 New
MCM
618
Maple Capital Management
Vermont
$862K -$13.2K -38 -2%
CAMG
619
CWA Asset Management Group
Florida
$859K -$12.9K -37 -2%
OC
620
Oppenheimer & Co
New York
$856K +$86.9K +250 +13%
YIH
621
Y-Intercept (HK)
Hong Kong
$849K -$1.18M -3,402 -61%
DADC
622
D.A. Davidson & Co
Montana
$836K +$157K +452 +27%
PA
623
Profund Advisors
Maryland
$833K +$114K +329 +18%
PCIA
624
Prime Capital Investment Advisors
Kansas
$831K +$739K +2,127 New
OFP
625
OLIO Financial Planning
Virginia
$830K