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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
601
Lineweaver Wealth Advisors
Ohio
$1.43M +$3.24K +7 +0.2%
IAA
602
Independent Advisor Alliance
North Carolina
$1.42M +$220K +475 +19%
MAM
603
Mystic Asset Management
Rhode Island
$1.42M – – –
ECM
604
Evergreen Capital Management
Washington
$1.41M +$526K +1,134 +62%
HWM
605
HB Wealth Management
Georgia
$1.41M +$64.9K +140 +5%
TPCW
606
TD Private Client Wealth
New York
$1.39M +$1.21M +2,617 +828%
MFG
607
Monte Financial Group
Connecticut
$1.39M – – –
BHCM
608
Brevan Howard Capital Management
Jersey
$1.38M +$1.35M +2,904 New
CCM
609
Coldstream Capital Management
Washington
$1.38M +$150K +324 +13%
SC
610
Sepio Capital
Utah
$1.37M +$927 +2 +0.1%
WPW
611
Waldron Private Wealth
Pennsylvania
$1.37M +$6.95K +15 +0.5%
DADC
612
D.A. Davidson & Co
Montana
$1.37M +$115K +248 +9%
ASN
613
Advisory Services Network
Georgia
$1.34M – – –
RWM
614
Rockline Wealth Management
New York
$1.33M +$105K +226 +9%
AWM
615
Avitas Wealth Management
California
$1.32M +$21.8K +47 +2%
OIS
616
Okabena Investment Services
Minnesota
$1.31M +$10.7K +23 +0.8%
QI
617
Qtron Investments
Massachusetts
$1.31M +$167K +361 +15%
EWM
618
Evermay Wealth Management
Virginia
$1.3M – – –
GLR
619
Great Lakes Retirement
Ohio
$1.3M +$38.9K +84 +3%
AI
620
AXS Investments
New York
$1.27M -$170K -366 -12%
MYAM
621
Meiji Yasuda Asset Management
Japan
$1.27M -$31.1K -67 -2%
EIP
622
Epoch Investment Partners
New York
$1.27M – – –
CC
623
Centiva Capital
New York
$1.25M -$1.45M -3,129 -54%
GM
624
GeoWealth Management
Illinois
$1.24M +$23.2K +50 +2%
PFPT
625
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.23M -$300K -647 -20%
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