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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFCM
676
Applied Finance Capital Management
Puerto Rico
$1.27M +$93.7K +198 +7%
PPA
677
Pilgrim Partners Asia
Singapore
$1.26M +$66.2K +140 +5%
UF
678
Univest Financial
Pennsylvania
$1.24M +$1.35M +2,850 New
AWP
679
Accretive Wealth Partners
New Jersey
$1.24M +$12.3K +26 +0.9%
ASN
680
Advisory Services Network
Georgia
$1.24M -$502K -1,061 -27%
KRS
681
Kentucky Retirement Systems
Kentucky
$1.23M +$2.78M +5,868 +60%
TAP
682
Tounjian Advisory Partners
Florida
$1.22M -$49.2K -104 -4%
CAM
683
Cresset Asset Management
Illinois
$1.21M -$322K -681 -20%
EWM
684
Evermay Wealth Management
Virginia
$1.2M – – –
HT
685
Headlands Technologies
Illinois
$1.17M +$1.27M +2,675 New
ST
686
Smithfield Trust
Pennsylvania
$1.17M +$54.9K +116 +5%
SF
687
Summit Financial
New Jersey
$1.16M +$117K +248 +10%
HBT
688
Hills Bank & Trust
Iowa
$1.16M -$43K -91 -3%
WPC
689
Wedmont Private Capital
Pennsylvania
$1.15M -$20.3K -43 -2%
IWC
690
Integrated Wealth Concepts
Massachusetts
$1.15M +$863K +1,824 +224%
NAM
691
Nutshell Asset Management
United Kingdom
$1.15M +$1.24M +2,630 New
AA
692
Alesco Advisors
New York
$1.14M +$1.24M +2,622 New
GM
693
GeoWealth Management
Illinois
$1.14M -$402K -849 -25%
MK
694
MASTERINVEST Kapitalanlage
$1.13M +$124K +263 +11%
TG
695
TCW Group
California
$1.12M +$58.7K +124 +5%
KFI
696
Key Financial Inc
Pennsylvania
$1.12M -$946 -2 -0.1%
MCM
697
Mattern Capital Management
Colorado
$1.12M +$388K +820 +47%
IAA
698
Independent Advisor Alliance
North Carolina
$1.12M -$36K -76 -3%
WTA
699
Washington Trust Advisors
Massachusetts
$1.12M +$1.42K +3 +0.1%
AIM
700
Anchor Investment Management
South Carolina
$1.11M – – –
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