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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
626
Arax Advisory Partners
Colorado
$1.63M -$63.9K -135 -3%
AFS
627
Aft Forsyth & Sober
Florida
$1.63M – – –
LRIC
628
Long Road Investment Counsel
Michigan
$1.6M – – –
EAM
629
Eventide Asset Management
Massachusetts
$1.6M +$85.1K +180 +5%
VIA
630
Virtus Investment Advisers
Connecticut
$1.6M -$108K -229 -6%
EWA
631
EP Wealth Advisors
California
$1.57M +$656K +1,386 +63%
MFG
632
Monte Financial Group
Connecticut
$1.55M +$34.5K +73 +2%
PP
633
Prudential plc
United Kingdom
$1.54M -$1.36M -2,872 -45%
DT
634
Diversified Trust
Tennessee
$1.54M -$1.62M -3,424 -49%
KIA
635
Knollwood Investment Advisory
Maryland
$1.53M – – –
JRPCML
636
J. R. Prunier Capital Management LLC
Massachusetts
$1.51M – – –
ECM
637
Everence Capital Management
Indiana
$1.47M – – –
VWM
638
Venturi Wealth Management
Texas
$1.47M -$128K -270 -7%
CW
639
CreativeOne Wealth
Kansas
$1.46M +$9.93K +21 +0.6%
HPC
640
HM Payson & Co
Maine
$1.45M – – –
CCM
641
Coldstream Capital Management
Washington
$1.44M -$51.1K -108 -3%
SC
642
Syon Capital
California
$1.44M +$257K +544 +20%
CTC
643
Central Trust Company
Missouri
$1.44M +$195K +412 +14%
MFGM
644
Marshall Financial Group (Maryland)
Maryland
$1.43M -$20.8K -44 -1%
VSQM
645
V-Square Quantitative Management
Illinois
$1.43M -$79.5K -168 -5%
SAM
646
Smartleaf Asset Management
Massachusetts
$1.43M -$94.1K -199 -6%
SC
647
Savant Capital
Illinois
$1.42M +$5.68K +12 +0.4%
SRC
648
Sage Rhino Capital
California
$1.41M +$973K +2,056 +173%
PS
649
Principal Securities
Iowa
$1.41M -$20.3K -43 -1%
T
650
TOBAM
France
$1.41M +$116K +246 +8%
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