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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
726
Venturi Wealth Management
Texas
$827K -$201K -421 -19%
HNWAG
727
High Net Worth Advisory Group
Florida
$826K – – –
NG
728
Novem Group
New York
$823K +$829K +1,737 New
SC
729
Syon Capital
California
$820K +$32K +67 +4%
WKWM
730
Walter & Keenan Wealth Management
Indiana
$820K +$3.34K +7 +0.4%
IA
731
IFP Advisors
Florida
$820K -$3.82K -8 -0.5%
NP
732
NorthRock Partners
Minnesota
$818K -$28.6K -60 -3%
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$813K -$3.82K -8 -0.5%
CRWM
734
Castle Rock Wealth Management
California
$809K – – –
CFGS
735
Concourse Financial Group Securities
Alabama
$800K -$28.2K -59 -3%
PIMG
736
Patriot Investment Management Group
Tennessee
$800K – – –
MIM
737
Morningstar Investment Management
Illinois
$793K – – –
PAMG
738
Patton Albertson Miller Group
Tennessee
$792K – – –
CIC
739
Cornercap Investment Counsel
Georgia
$791K +$798K +1,671 New
FC
740
Farringdon Capital
United Kingdom
$789K +$795K +1,666 New
EI
741
Ellevest Inc
New York
$779K +$5.25K +11 +0.7%
SF
742
Summit Financial
New Jersey
$777K +$10.5K +22 +1%
PCS
743
Personal CFO Solutions
New Jersey
$777K -$75.4K -158 -9%
WBC
744
Westpac Banking Corp
Australia
$775K -$5.25K -11 -0.7%
ATC
745
Argent Trust Co
Tennessee
$773K -$8.59K -18 -1%
BCWM
746
Bartlett & Co Wealth Management
Ohio
$769K – – –
CI
747
Cigna Investments
Connecticut
$768K -$6.2K -13 -0.8%
SCP
748
Stamos Capital Partners
California
$757K +$515K +1,080 +208%
ETC
749
Exchange Traded Concepts
Oklahoma
$753K +$233K +489 +44%
FFA
750
Farther Finance Advisors
California
$752K -$26.7K -56 -3%
28 29
30
31 32