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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
701
Connectus Wealth
Ohio
$315K -$15.9K -53 -4%
MAM
702
Magellan Asset Management
Australia
$314K +$26.6K +89 +8%
FNBT
703
FineMark National Bank & Trust
Florida
$313K -$7.78K -26 -2%
SSB
704
Sandy Spring Bank
Maryland
$311K -$395K -1,320 -54%
RA
705
RFG Advisory
Alabama
$310K +$11.7K +39 +4%
ONB
706
Old National Bancorp
Indiana
$301K -$300K -1,002 -48%
RIA
707
Regal Investment Advisors
Michigan
$301K -$4.79K -16 -1%
PAMG
708
Patton Albertson Miller Group
Tennessee
$301K – – –
FNA
709
First National Advisers
Nebraska
$301K +$331K +1,107 New
AAP
710
Arax Advisory Partners
Colorado
$299K +$598 +2 +0.2%
PWPS
711
Pinnacle Wealth Planning Services
Ohio
$298K -$67.6K -226 -17%
CI
712
Conning Inc
Connecticut
$297K -$4.19K -14 -1%
SIM
713
Studio Investment Management
Illinois
$297K +$20.3K +68 +7%
SIM
714
Sentry Investment Management
Wisconsin
$295K -$63.1K -211 -16%
DBT
715
Dubuque Bank & Trust
Iowa
$287K – – –
SCM
716
Shelton Capital Management
Colorado
$287K – – –
TPCW
717
TD Private Client Wealth
New York
$287K +$5.68K +19 +2%
AIP
718
Almanack Investment Partners
Pennsylvania
$286K +$315K +1,052 New
SIA
719
Schechter Investment Advisors
Michigan
$284K +$117K +390 +60%
WFI
720
West Family Investments
California
$284K +$121K +404 +63%
BP
721
Broadleaf Partners
Ohio
$283K -$5.98K -20 -2%
HCM
722
Howland Capital Management
Massachusetts
$282K +$311K +1,038 New
CA
723
Cornerstone Advisory
Maryland
$281K – – –
CBFP
724
Cedar Brook Financial Partners
Ohio
$281K +$3.89K +13 +1%
CAM
725
Cozad Asset Management
Illinois
$280K +$74.8K +250 +32%
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