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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
726
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$902K -$50.4K -100 -5%
MFS
727
Mattson Financial Services
Michigan
$898K +$950K +1,885 New
WT
728
Whittier Trust
California
$898K +$26.7K +53 +3%
VFA
729
Valeo Financial Advisors
Indiana
$894K +$12.1K +24 +1%
JAFL
730
Jay A. Fishman Ltd
Michigan
$893K – – –
RMCM
731
Reynders McVeigh Capital Management
Massachusetts
$889K +$11.1K +22 +1%
AMG
732
Asset Management Group
Connecticut
$887K – – –
ST
733
Spinnaker Trust
Maine
$877K – – –
BWM
734
BAM Wealth Management
Colorado
$871K +$921K +1,828 New
LCM
735
Legato Capital Management
California
$868K – – –
DP
736
Dearborn Partners
Illinois
$861K +$27.2K +54 +3%
IWC
737
Integrated Wealth Concepts
Massachusetts
$858K +$4.03K +8 +0.4%
GCM
738
GKV Capital Management
California
$858K – – –
TAM
739
Trust Asset Management
Texas
$856K – – –
CPG
740
Cornerstone Planning Group
New Jersey
$853K +$1.51K +3 +0.2%
CT
741
Chicago Trust
Illinois
$842K – – –
OIA
742
OneDigital Investment Advisors
Kansas
$840K +$218K +432 +32%
MOS
743
MGO One Seven
Ohio
$836K +$368K +731 +71%
PD
744
Point72 (DIFC)
United Arab Emirates
$833K +$881K +1,748 New
AF
745
Aviso Financial
Ontario, Canada
$831K +$10.1K +20 +1%
DAS
746
Diversify Advisory Services
Utah
$830K -$316K -626 -27%
HNWAG
747
High Net Worth Advisory Group
Florida
$829K – – –
IFWM
748
Institute for Wealth Management
Colorado
$825K -$41.8K -83 -5%
SVWAG
749
Sound View Wealth Advisors Group
Georgia
$824K +$4.03K +8 +0.5%
LCM
750
Landscape Capital Management
New Jersey
$820K -$605K -1,201 -41%
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30
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