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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
MCG
701
MACRO Consulting Group
New Jersey
$274K -$18K -63 -6%
PI
702
Pettee Investors
Connecticut
$274K – – –
VIMU
703
Veritas Investment Management (UK)
United Kingdom
$274K – – –
P
704
Pitcairn
Pennsylvania
$273K -$16K -56 -6%
CAW
705
Cornerstone Advisors (Washington)
Washington
$273K +$4.57K +16 +2%
RIM
706
Redwood Investment Management
Arizona
$270K -$71.9K -252 -21%
Vestmark Advisory Solutions
707
Vestmark Advisory Solutions
Massachusetts
$270K +$16.6K +58 +7%
BHWM
708
Bar Harbor Wealth Management
New Hampshire
$268K -$7.14K -25 -3%
RIM
709
Regent Investment Management
Kentucky
$266K -$63.7K -223 -20%
FMLI
710
Fukoku Mutual Life Insurance
Japan
$261K – – –
Edmond de Rothschild Holding
711
Edmond de Rothschild Holding
Switzerland
$261K +$257K +900 New
Jump Financial
712
Jump Financial
Illinois
$261K +$257K +900 New
Meiji Yasuda Life Insurance
713
Meiji Yasuda Life Insurance
Japan
$261K +$257K +900 New
DWT
714
Dorsey & Whitney Trust
South Dakota
$259K -$16K -56 -6%
QC
715
QCM Cayman
Texas
$259K +$255K +895 New
SHGA
716
Sand Hill Global Advisors
California
$258K -$10.8K -38 -4%
AFS
717
Axiom Financial Strategies
Indiana
$256K – – –
TFA
718
Teamwork Financial Advisors
Texas
$255K -$468K -1,639 -65%
55I LLC
719
55I LLC
Massachusetts
$255K +$251K +881 New
Forvis Mazars Wealth Advisors
720
Forvis Mazars Wealth Advisors
Missouri
$254K +$7.14K +25 +3%
GIA
721
Guyasuta Investment Advisors
Pennsylvania
$254K +$250K +875 New
Wilbanks Smith & Thomas Asset Management
722
Wilbanks Smith & Thomas Asset Management
Virginia
$253K – – –
CQS
723
Credential Qtrade Securities
$252K -$120K -419 -33%
CBFP
724
Cedar Brook Financial Partners
Ohio
$252K -$12.6K -44 -5%
Associated Banc-Corp
725
Associated Banc-Corp
Wisconsin
$251K +$7.42K +26 +3%