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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
726
Doyle Wealth Management
Florida
$322K – – –
MPWT
727
MassMutual Private Wealth & Trust
Connecticut
$319K – – –
APA
728
American Portfolios Advisors
New York
$316K +$18.8K +50 +6%
P
729
Pitcairn
Pennsylvania
$316K -$3.39K -9 -1%
MS
730
Maven Securities
Jersey
$315K +$334K +886 New
AC
731
Avenir Corporation
Virginia
$314K -$26.4K -70 -7%
AFS
732
Axiom Financial Strategies
Indiana
$314K – – –
MA
733
MCF Advisors
Kentucky
$312K +$189K +501 +133%
BFS
734
Bradley Foster & Sargent
Connecticut
$312K +$331K +879 New
WSTAM
735
Wilbanks Smith & Thomas Asset Management
Virginia
$310K – – –
WG
736
Winton Group
United Kingdom
$309K +$328K +870 New
SIM
737
Studio Investment Management
Illinois
$309K +$328K +871 New
BHWM
738
Bar Harbor Wealth Management
New Hampshire
$307K -$22.6K -60 -6%
EN1L
739
Engine No 1 LLC
California
$307K +$326K +865 New
OIA
740
OneDigital Investment Advisors
Kansas
$305K +$323K +858 New
HIIFS
741
Harel Insurance Investments & Financial Services
Israel
$304K -$555K -1,472 -63%
APG
742
Abacus Planning Group
South Carolina
$304K – – –
RA
743
RFG Advisory
Alabama
$304K +$15.1K +40 +5%
HI
744
Harbour Investments
Wisconsin
$304K +$24.5K +65 +8%
ZB
745
Zions Bancorporation
Utah
$303K -$38.8K -103 -11%
SF
746
Synovus Financial
Georgia
$303K +$1.51K +4 +0.5%
KPWS
747
Kestra Private Wealth Services
Texas
$302K -$7.91K -21 -2%
CHA
748
Carmichael Hill & Associates
Maryland
$298K – – –
TAM
749
Tocqueville Asset Management
New York
$295K – – –
NFG
750
Nations Financial Group
Iowa
$293K +$311K +824 New
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30
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