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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
626
Verdence Capital Advisors
Maryland
$823K -$100K -288 -12%
SFA
627
Seneca Financial Advisors
New York
$820K – – –
LKIM
628
Lawson Kroeker Investment Management
Nebraska
$808K – – –
BA
629
Ballast Advisors
Minnesota
$807K +$253K +727 +54%
SL
630
Sentry LLC
Tennessee
$798K – – –
CGL
631
Clarius Group LLC
Washington
$791K -$52.1K -150 -7%
JIC
632
Johnson Investment Counsel
Ohio
$784K – – –
IAA
633
Independent Advisor Alliance
North Carolina
$782K -$138K -396 -17%
SCM
634
Stonebridge Capital Management
California
$781K – – –
ECM
635
Evergreen Capital Management
Washington
$776K -$19.8K -57 -3%
DIM
636
Delta Investment Management
California
$765K -$144K -415 -17%
GA
637
Geller Advisors
New York
$759K -$6.95K -20 -1%
AAM
638
Azzad Asset Management
Virginia
$754K -$128K -367 -16%
RA
639
Riversedge Advisors
Delaware
$747K -$21.5K -62 -3%
PIMG
640
Patriot Investment Management Group
Tennessee
$738K – – –
SA
641
Strategic Advocates
Utah
$738K +$10.4K +30 +2%
BL
642
Balentine LLC
Georgia
$737K +$24K +69 +4%
JAFL
643
Jay A. Fishman Ltd
Michigan
$732K – – –
PP
644
Pegasus Partners
Wisconsin
$732K -$390K -1,121 -37%
CPG
645
Cornerstone Planning Group
New Jersey
$729K -$207K -595 -24%
PCS
646
Personal CFO Solutions
New Jersey
$729K -$90K -259 -12%
CIA
647
Choate Investment Advisors
Massachusetts
$725K +$2.78K +8 +0.4%
PRC
648
Pearl River Capital
Michigan
$722K +$643K +1,849 New
MYAM
649
Meiji Yasuda Asset Management
Japan
$720K – – –
RMCM
650
Reynders McVeigh Capital Management
Massachusetts
$711K -$9.73K -28 -2%
24 25
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