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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
626
Riversedge Advisors
Delaware
$645K – – –
RHJA
627
Rice Hall James & Associates
California
$644K -$130K -386 -17%
SW
628
SVB Wealth
Massachusetts
$644K +$14.5K +43 +2%
CFMC
629
Curbstone Financial Management Corp
New Hampshire
$641K – – –
PIMG
630
Patriot Investment Management Group
Tennessee
$637K – – –
VAS
631
Vestmark Advisory Solutions
Massachusetts
$633K +$21.5K +64 +4%
JAFL
632
Jay A. Fishman Ltd
Michigan
$633K -$16.8K -50 -3%
LS
633
Livforsakringsbolaget Skandia
Sweden
$615K – – –
RMCM
634
Reynders McVeigh Capital Management
Massachusetts
$614K – – –
AAM
635
Azzad Asset Management
Virginia
$613K +$15.1K +45 +3%
JWCA
636
J.W. Cole Advisors
Florida
$606K +$14.5K +43 +2%
CCM
637
Coldstream Capital Management
Washington
$605K -$61.9K -184 -9%
MA
638
MCF Advisors
Kentucky
$603K +$601K +1,787 New
MYAM
639
Meiji Yasuda Asset Management
Japan
$602K -$74K -220 -11%
ACP
640
Ashfield Capital Partners
California
$597K – – –
MFC
641
Morris Financial Concepts
South Carolina
$596K – – –
ECM
642
Element Capital Management
New York
$596K +$594K +1,766 New
HNWAG
643
High Net Worth Advisory Group
Florida
$588K – – –
SP
644
Symmetry Partners
Connecticut
$588K – – –
GG
645
Gofen & Glossberg
Illinois
$588K +$58.8K +175 +11%
HCMT
646
Highland Capital Management (Tennessee)
Tennessee
$584K – – –
TSWM
647
Triangle Securities Wealth Management
North Carolina
$580K +$176K +524 +44%
SB
648
Sunflower Bank
Texas
$579K -$3.03K -9 -0.5%
PCS
649
Personal CFO Solutions
New Jersey
$577K +$59.9K +178 +12%
E
650
Ergoteles
New York
$576K +$574K +1,706 New
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