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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
601
UMB Bank
Missouri
$1.12M -$78.4K -197 -7%
GLR
602
Great Lakes Retirement
Ohio
$1.11M +$111K +278 +12%
DADC
603
D.A. Davidson & Co
Montana
$1.11M +$40.2K +101 +4%
DEA
604
DoubleLine ETF Adviser
Florida
$1.09M -$33.8K -85 -3%
SA
605
SpiderRock Advisors
Delaware
$1.09M +$1.03M +2,593 New
AWP
606
Accretive Wealth Partners
New Jersey
$1.09M -$5.17K -13 -0.5%
RWM
607
Rockline Wealth Management
New York
$1.08M +$32.2K +81 +3%
CCM
608
Coldstream Capital Management
Washington
$1.08M +$3.98K +10 +0.4%
GM
609
GeoWealth Management
Illinois
$1.08M +$362K +909 +55%
WTA
610
Washington Trust Advisors
Massachusetts
$1.08M – – –
CAL
611
Capital Analysts LLC
Pennsylvania
$1.07M +$1.59K +4 +0.2%
ST
612
Smithfield Trust
Pennsylvania
$1.06M -$107K -268 -10%
BG
613
Bahl & Gaynor
Ohio
$1.06M – – –
IAA
614
Independent Advisor Alliance
North Carolina
$1.06M +$19.9K +50 +2%
SPIA
615
Steward Partners Investment Advisory
New York
$1.06M -$27.9K -70 -3%
FHB
616
First Hawaiian Bank
Hawaii
$1.06M +$54.9K +138 +6%
HI
617
Horizon Investments
North Carolina
$1.06M +$6.37K +16 +0.6%
HFA
618
Harbert Fund Advisors
Alabama
$1.05M -$298K -750 -23%
MADR
619
Milestones Administradora de Recursos
Brazil
$1.05M +$995K +2,500 New
BFEC
620
Benjamin F. Edwards & Company
Missouri
$1.05M +$162K +406 +20%
LSAG
621
Lake Street Advisors Group
New Hampshire
$1.03M -$43.4K -109 -4%
AMG
622
Asset Management Group
Connecticut
$1.03M – – –
RWP
623
RWA Wealth Partners
Massachusetts
$1.02M – – –
PCIA
624
Prime Capital Investment Advisors
Kansas
$1.02M +$14.3K +36 +2%
EAM
625
Empirical Asset Management
Massachusetts
$1.01M +$113K +284 +13%
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