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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
676
Legacy Advisors
Pennsylvania
$760K -$174K -438 -20%
BMC
677
Benin Management Corp
Connecticut
$759K +$717K +1,803 New
PCS
678
Personal CFO Solutions
New Jersey
$757K -$10.3K -26 -1%
BFM
679
Boothbay Fund Management
New York
$753K +$711K +1,788 New
GA
680
Geller Advisors
New York
$748K -$17.5K -44 -2%
BBHC
681
Brown Brothers Harriman & Co
New York
$743K +$1.99K +5 +0.3%
VFA
682
Valeo Financial Advisors
Indiana
$739K +$46.5K +117 +7%
HNWAG
683
High Net Worth Advisory Group
Florida
$734K – – –
WKWM
684
Walter & Keenan Wealth Management
Indiana
$726K -$13.1K -33 -2%
NP
685
NorthRock Partners
Minnesota
$725K +$84.7K +213 +14%
IA
686
IFP Advisors
Florida
$722K +$12.7K +32 +2%
SC
687
Syon Capital
California
$712K +$27.1K +68 +4%
EI
688
Ellevest Inc
New York
$711K +$38.2K +96 +6%
PIMG
689
Patriot Investment Management Group
Tennessee
$711K – – –
SVWAG
690
Sound View Wealth Advisors Group
Georgia
$711K +$398 +1 +0.1%
MG
691
Mather Group
Illinois
$710K +$26.7K +67 +4%
BCM
692
Brookstone Capital Management
Illinois
$705K +$615K +1,546 New
CI
693
Cigna Investments
Connecticut
$705K -$4.77K -12 -0.7%
AIP
694
Ameritas Investment Partners
Nebraska
$696K -$19.5K -49 -3%
ATC
695
Argent Trust Co
Tennessee
$695K +$33K +83 +5%
MWM
696
Mission Wealth Management
California
$689K +$86.7K +218 +15%
BCWM
697
Bartlett & Co Wealth Management
Ohio
$684K -$398 -1 -0.1%
CGL
698
Clarius Group LLC
Washington
$681K -$19.1K -48 -3%
TC
699
TownSquare Capital
Utah
$676K +$153K +384 +31%
FFA
700
Farther Finance Advisors
California
$665K +$329K +828 +110%
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