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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
726
GAMMA Investing
California
$942K -$218K -461 -18%
RAM
727
Reflection Asset Management
South Carolina
$936K -$612K -1,293 -38%
FPAS
728
Focus Partners Advisor Solutions
Missouri
$935K +$1.01M +2,144 New
WIA
729
Westbourne Investment Advisors
Maryland
$932K -$23.7K -50 -2%
NEI
730
Northwest & Ethical Investments
Ontario, Canada
$924K +$984K +2,080 New
CFM
731
Capricorn Fund Managers
United Kingdom
$921K +$999K +2,111 New
ISS
732
Intesa Sanpaolo SpA.
Italy
$920K -$1.1M -2,320 -52%
BCM
733
Brookstone Capital Management
Illinois
$915K -$20.3K -43 -2%
SCI
734
Stableford Capital II
Arizona
$907K +$6.15K +13 +0.6%
WPW
735
Waldron Private Wealth
Pennsylvania
$903K +$8.04K +17 +0.8%
TWIM
736
TIAA Wealth Investment Management
New York
$894K +$970K +2,050 New
GIM
737
Goelzer Investment Management
Indiana
$885K +$959K +2,028 New
VF
738
Virtu Financial
New York
$884K +$958K +2,026 New
OIS
739
Okabena Investment Services
Minnesota
$883K +$34.5K +73 +4%
VCA
740
Verdence Capital Advisors
Maryland
$876K +$53K +112 +6%
HWAM
741
Hennion & Walsh Asset Management
New Jersey
$873K -$1.19M -2,507 -56%
EC
742
Enhancing Capital
Pennsylvania
$873K – – –
SCM
743
Stonebridge Capital Management
California
$873K +$946K +2,000 New
SW
744
Simplicity Wealth
New Jersey
$871K +$42.1K +89 +5%
BJL
745
Brighton Jones LLC
Washington
$870K +$943K +1,994 New
CWM
746
Circle Wealth Management
New Jersey
$869K -$24.6K -52 -3%
LA
747
LVW Advisors
New York
$867K -$293K -620 -24%
AF
748
Allworth Financial
California
$863K +$174K +367 +23%
SWP
749
Sagespring Wealth Partners
Tennessee
$855K +$71.4K +151 +8%
CAL
750
Capital Analysts LLC
Pennsylvania
$853K -$94.6K -200 -9%
28 29
30
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