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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
701
Beacon Pointe Advisors
California
$957K +$15.9K +33 +2%
LWA
702
Lineweaver Wealth Advisors
Ohio
$955K -$460K -954 -32%
SL
703
Sentry LLC
Tennessee
$951K – – –
LCGC
704
Legacy Capital Group California
California
$944K +$977K +2,027 New
SMG
705
Smart Money Group
Texas
$934K +$231K +479 +31%
EC
706
Enhancing Capital
Pennsylvania
$931K – – –
SCM
707
Stonebridge Capital Management
California
$931K – – –
CIA
708
Choate Investment Advisors
Massachusetts
$930K +$2.41K +5 +0.3%
ACA
709
Aptus Capital Advisors
Alabama
$926K +$309K +641 +48%
RA
710
Riversedge Advisors
Delaware
$922K +$13.5K +28 +1%
PAM
711
Panagora Asset Management
Massachusetts
$919K -$80.5K -167 -8%
PA
712
Promethium Advisors
Maryland
$898K +$377K +782 +68%
ECM
713
Evergreen Capital Management
Washington
$894K -$6.75K -14 -0.7%
SC
714
Syon Capital
California
$886K +$81.4K +169 +10%
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$884K -$27.9K -58 -3%
JAFL
716
Jay A. Fishman Ltd
Michigan
$873K – – –
SA
717
SRN Advisors
Pennsylvania
$872K -$22.2K -46 -2%
AG
718
AlTi Global
New York
$865K -$303K -628 -25%
RMCM
719
Reynders McVeigh Capital Management
Massachusetts
$857K +$4.82K +10 +0.5%
ST
720
Spinnaker Trust
Maine
$857K – – –
WT
721
Whittier Trust
California
$845K -$34.2K -71 -4%
IFWM
722
Institute for Wealth Management
Colorado
$845K +$14.5K +30 +2%
LCM
723
Legato Capital Management
California
$843K – – –
AA
724
ABC Arbitrage
France
$841K +$870K +1,806 New
KNW
725
Kesler Norman & Wride
Utah
$839K +$368K +764 +74%
27 28
29
30 31