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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
751
Argyle Capital Management
Pennsylvania
$664K – – –
GSEP
752
Golden State Equity Partners
California
$662K +$17.6K +38 +3%
FHA
753
First Horizon Advisors
Tennessee
$656K +$12.1K +26 +2%
LS
754
Livforsakringsbolaget Skandia
Sweden
$655K +$510K +1,100 +393%
RFA
755
Resurgent Financial Advisors
Georgia
$654K -$52.8K -114 -8%
AF
756
Aviso Financial
Ontario, Canada
$650K -$407K -879 -39%
FNBT
757
FineMark National Bank & Trust
Florida
$636K +$32.9K +71 +6%
PAM
758
Panagora Asset Management
Massachusetts
$633K +$6.95K +15 +1%
BHWM
759
Bar Harbor Wealth Management
New Hampshire
$629K – – –
NA
760
NewEdge Advisors
Louisiana
$626K +$183K +395 +43%
BTI
761
Blue Trust Inc
Georgia
$625K +$359K +774 +109%
CCA
762
Checchi Capital Advisers
California
$625K +$6.95K +15 +1%
EFM
763
E Fund Management
China
$619K +$605K +1,305 New
DC
764
DeDora Capital
California
$615K -$8.34K -18 -1%
OTL
765
Oak Thistle LLC
New York
$615K +$600K +1,295 New
DP
766
DDD Partners
Washington
$613K – – –
CRC
767
Curi RMB Capital
Illinois
$612K +$46.3K +100 +8%
SCM
768
Stevens Capital Management
Pennsylvania
$605K +$591K +1,275 New
SI
769
Seeds Investor
New York
$603K +$96.9K +209 +20%
FB
770
Fulton Bank
Pennsylvania
$602K +$39.4K +85 +7%
PHAM
771
Palisades Hudson Asset Management
Florida
$597K – – –
PCG
772
Prosperity Consulting Group
Maryland
$594K -$31.1K -67 -5%
HNB
773
Hilltop National Bank
Wyoming
$588K -$23.2K -50 -4%
KLCM
774
KG&L Capital Management
Louisiana
$586K +$64K +138 +13%
CA
775
Commerzbank Aktiengesellschaft
Germany
$584K +$117K +253 +26%
29 30
31
32 33