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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$851K -$5.84K -13 -0.7%
JAFL
752
Jay A. Fishman Ltd
Michigan
$849K – – –
SCP
753
Sivia Capital Partners
California
$847K +$839K +1,869 New
WKWM
754
Walter & Keenan Wealth Management
Indiana
$846K +$2.69K +6 +0.3%
RMCM
755
Reynders McVeigh Capital Management
Massachusetts
$845K – – –
AMG
756
Asset Management Group
Connecticut
$843K – – –
CIA
757
Choate Investment Advisors
Massachusetts
$842K – – –
FTWA
758
Fifth Third Wealth Advisors
Ohio
$821K -$18.4K -41 -2%
SIA
759
SkyView Investment Advisors
New Jersey
$815K +$343K +764 +74%
HNWAG
760
High Net Worth Advisory Group
Florida
$788K – – –
CG
761
Cynosure Group
Utah
$779K – – –
CP
762
CenterBook Partners
Connecticut
$778K -$644K -1,434 -46%
DCU
763
Dara Capital US
Florida
$778K +$125K +279 +19%
GRR
764
Golden Reserve Retirement
Ohio
$775K +$385K +858 +101%
WBC
765
Westpac Banking Corp
Australia
$774K +$185K +411 +32%
TAM
766
Trust Asset Management
Texas
$772K -$12.1K -27 -2%
TVPW
767
Third View Private Wealth
Connecticut
$766K +$239K +532 +46%
PIMG
768
Patriot Investment Management Group
Tennessee
$765K – – –
AA
769
Alesco Advisors
New York
$762K -$422K -940 -36%
SFS
770
Sowell Financial Services
Arkansas
$761K +$53.4K +119 +8%
MTC
771
Matrix Trust Company
Colorado
$761K +$134K +299 +22%
PMAM
772
Picton Mahoney Asset Management
Ontario, Canada
$761K -$22.1M -49,102 -97%
PCG
773
Prosperity Consulting Group
Maryland
$758K +$138K +307 +22%
BAAM
774
Baker Avenue Asset Management
California
$752K +$195K +435 +35%
SVWAG
775
Sound View Wealth Advisors Group
Georgia
$752K -$2.25K -5 -0.3%
29 30
31
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