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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
751
Sivia Capital Partners
California
$847K +$839K +1,869 New
WKWM
752
Walter & Keenan Wealth Management
Indiana
$846K +$2.69K +6 +0.3%
AMG
753
Asset Management Group
Connecticut
$843K – – –
CIA
754
Choate Investment Advisors
Massachusetts
$842K – – –
FTWA
755
Fifth Third Wealth Advisors
Ohio
$821K -$18.4K -41 -2%
HNWAG
756
High Net Worth Advisory Group
Florida
$788K – – –
CG
757
Cynosure Group
Utah
$779K – – –
CP
758
CenterBook Partners
Connecticut
$778K -$644K -1,434 -46%
DCU
759
Dara Capital US
Florida
$778K +$125K +279 +19%
GRR
760
Golden Reserve Retirement
Ohio
$775K +$385K +858 +101%
WBC
761
Westpac Banking Corp
Australia
$774K +$185K +411 +32%
TAM
762
Trust Asset Management
Texas
$772K -$12.1K -27 -2%
TVPW
763
Third View Private Wealth
Connecticut
$766K +$239K +532 +46%
PIMG
764
Patriot Investment Management Group
Tennessee
$765K – – –
AA
765
Alesco Advisors
New York
$762K -$422K -940 -36%
SFS
766
Sowell Financial Services
Arkansas
$761K +$53.4K +119 +8%
MTC
767
Matrix Trust Company
Colorado
$761K +$134K +299 +22%
PMAM
768
Picton Mahoney Asset Management
Ontario, Canada
$761K -$22.1M -49,102 -97%
PCG
769
Prosperity Consulting Group
Maryland
$758K +$138K +307 +22%
BAAM
770
Baker Avenue Asset Management
California
$752K +$195K +435 +35%
SVWAG
771
Sound View Wealth Advisors Group
Georgia
$752K -$2.25K -5 -0.3%
CPW
772
Crestmont Private Wealth
Texas
$749K -$12.6K -28 -2%
DTC
773
Davidson Trust Company
Washington
$743K – – –
GCC
774
Guardian Capital (Canada)
Ontario, Canada
$738K -$2.09M -4,660 -74%
LWA
775
Lineweaver Wealth Advisors
Ohio
$728K +$8.98K +20 +1%
29 30
31
32 33