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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
676
Bison Wealth
Georgia
$526K +$55.5K +175 +13%
BDA
677
Borer Denton & Associates
Pennsylvania
$523K – – –
CFGS
678
Concourse Financial Group Securities
Alabama
$521K +$12.4K +39 +3%
BHWM
679
Bar Harbor Wealth Management
New Hampshire
$517K – – –
EI
680
Ellevest Inc
New York
$514K +$6.97K +22 +2%
BAM
681
Brave Asset Management
New Jersey
$507K – – –
JWCA
682
J.W. Coons Advisors
Ohio
$504K +$47.6K +150 +12%
EWM
683
Evercore Wealth Management
New York
$502K – – –
PAM
684
Panagora Asset Management
Massachusetts
$498K -$23.8K -75 -5%
DGAM
685
Desjardins Global Asset Management
Quebec, Canada
$496K -$13.6K -43 -3%
DP
686
DDD Partners
Washington
$493K – – –
ATC
687
Argent Trust Co
Tennessee
$491K +$18.7K +59 +4%
ACM
688
Argyle Capital Management
Pennsylvania
$487K – – –
CM
689
Capula Management
Cayman Islands
$487K +$444K +1,400 New
VSQM
690
V-Square Quantitative Management
Illinois
$486K -$15.5K -49 -3%
FHA
691
First Horizon Advisors
Tennessee
$486K -$2.54K -8 -0.6%
CWM
692
Circle Wealth Management
New Jersey
$483K – – –
SC
693
Savant Capital
Illinois
$463K -$29.8K -94 -7%
FHB
694
First Hawaiian Bank
Hawaii
$462K +$421K +1,329 New
QP
695
Quilter Plc
United Kingdom
$456K +$146K +460 New
FNBT
696
FineMark National Bank & Trust
Florida
$456K +$21.2K +67 +5%
TPCW
697
TD Private Client Wealth
New York
$454K +$6.02K +19 +1%
MFGM
698
Marshall Financial Group (Maryland)
Maryland
$450K -$52.6K -166 -11%
QCG
699
Quadrant Capital Group
Ohio
$447K -$8.24K -26 -2%
ALAM
700
Asahi Life Asset Management
Japan
$447K -$1.58K -5 -0.4%
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