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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
701
Magellan Asset Management
Australia
$314K +$26.6K +89 +8%
FNBT
702
FineMark National Bank & Trust
Florida
$313K -$7.78K -26 -2%
SSB
703
Sandy Spring Bank
Maryland
$311K -$395K -1,320 -54%
RA
704
RFG Advisory
Alabama
$310K +$11.7K +39 +4%
ONB
705
Old National Bancorp
Indiana
$301K -$300K -1,002 -48%
RIA
706
Regal Investment Advisors
Michigan
$301K -$4.79K -16 -1%
PAMG
707
Patton Albertson Miller Group
Tennessee
$301K – – –
FNA
708
First National Advisers
Nebraska
$301K +$331K +1,107 New
AAP
709
Arax Advisory Partners
Colorado
$299K +$598 +2 +0.2%
PWPS
710
Pinnacle Wealth Planning Services
Ohio
$298K -$67.6K -226 -17%
CI
711
Conning Inc
Connecticut
$297K -$4.19K -14 -1%
SIM
712
Studio Investment Management
Illinois
$297K +$20.3K +68 +7%
SIM
713
Sentry Investment Management
Wisconsin
$295K -$63.1K -211 -16%
DBT
714
Dubuque Bank & Trust
Iowa
$287K – – –
SCM
715
Shelton Capital Management
Colorado
$287K – – –
TPCW
716
TD Private Client Wealth
New York
$287K +$5.68K +19 +2%
AIP
717
Almanack Investment Partners
Pennsylvania
$286K +$315K +1,052 New
SIA
718
Schechter Investment Advisors
Michigan
$284K +$117K +390 +60%
WFI
719
West Family Investments
California
$284K +$121K +404 +63%
BP
720
Broadleaf Partners
Ohio
$283K -$5.98K -20 -2%
HCM
721
Howland Capital Management
Massachusetts
$282K +$311K +1,038 New
CA
722
Cornerstone Advisory
Maryland
$281K – – –
CBFP
723
Cedar Brook Financial Partners
Ohio
$281K +$3.89K +13 +1%
CAM
724
Cozad Asset Management
Illinois
$280K +$74.8K +250 +32%
ZB
725
Zions Bancorporation
Utah
$279K +$18.8K +63 +7%
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