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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
751
EFG International
$990K +$946K +1,938 New
WT
752
Whittier Trust
California
$989K +$2.44K +5 +0.3%
LWCFA
753
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$981K +$4.88K +10 +0.5%
GS
754
GTS Securities
Florida
$979K +$454K +930 +94%
SW
755
Simplicity Wealth
New Jersey
$974K +$100K +205 +12%
CIA
756
Concurrent Investment Advisors
Florida
$973K -$735K -1,507 -44%
SCP
757
Stamos Capital Partners
California
$969K +$288K +590 +45%
VCA
758
Verdence Capital Advisors
Maryland
$968K +$10.2K +21 +1%
WKWM
759
Walter & Keenan Wealth Management
Indiana
$966K -$2.93K -6 -0.3%
JAFL
760
Jay A. Fishman Ltd
Michigan
$958K – – –
RMCM
761
Reynders McVeigh Capital Management
Massachusetts
$953K +$488 +1 +0.1%
AMG
762
Asset Management Group
Connecticut
$951K – – –
ST
763
Spinnaker Trust
Maine
$940K – – –
SC
764
Sepio Capital
Utah
$937K +$171K +351 +24%
SWP
765
Sagespring Wealth Partners
Tennessee
$924K +$132K +271 +18%
CPG
766
Cornerstone Planning Group
New Jersey
$923K +$1.95K +4 +0.2%
GCM
767
GKV Capital Management
California
$920K – – –
MCM
768
Mattern Capital Management
Colorado
$889K +$85.9K +176 +11%
HNWAG
769
High Net Worth Advisory Group
Florida
$889K – – –
WIA
770
World Investment Advisors
California
$886K +$574K +1,176 +210%
TAM
771
Trust Asset Management
Texas
$884K -$31.7K -65 -4%
SVWAG
772
Sound View Wealth Advisors Group
Georgia
$883K -$976 -2 -0.1%
BBA
773
Baader Bank Aktiengesellschaft
Germany
$874K -$504K -1,034 -38%
DP
774
Dearborn Partners
Illinois
$874K -$47.3K -97 -5%
AF
775
Aviso Financial
Ontario, Canada
$872K -$18.5K -38 -2%
29 30
31
32 33