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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Affinity Wealth Management
Delaware
$231K -$3.66K -11 -2%
AIM
777
Aigen Investment Management
New York
$230K -$930K -2,794 -81%
FCA
778
FinTrust Capital Advisors
South Carolina
$230K – – –
SC
779
Scotia Capital
Ontario, Canada
$225K -$58.2K -175 -22%
QCG
780
Quadrant Capital Group
Ohio
$225K +$17.3K +52 +9%
BSW
781
Buckingham Strategic Wealth
Missouri
$224K +$205K +617 New
HWA
782
HCR Wealth Advisors
California
$222K +$204K +612 New
RWI
783
Red Wave Investments
Pennsylvania
$222K +$204K +612 New
TAIM
784
TD Ameritrade Investment Management
Nebraska
$221K +$52.6K +158 +35%
PCM
785
Penserra Capital Management
California
$221K +$68.2K +205 +50%
HW
786
Hancock Whitney
Mississippi
$221K +$203K +610 New
EE
787
EWG Elevate
California
$220K +$200K +601 New
MC
788
Middleton & Co
Massachusetts
$218K +$200K +602 New
ECM
789
Estabrook Capital Management
New York
$217K – – –
TFA
790
Teamwork Financial Advisors
Texas
$217K +$199K +599 New
BHBT
791
Burke & Herbert Bank & Trust
Virginia
$217K +$200K +600 New
CA
792
Cullinan Associates
Kentucky
$217K +$200K +600 New
ECM
793
EagleClaw Capital Management
Massachusetts
$217K +$200K +600 New
FNBTCON
794
First National Bank & Trust Co of Newtown
Pennsylvania
$217K +$200K +600 New
MCM
795
Monarch Capital Management
Indiana
$217K +$200K +600 New
RTC
796
Riverview Trust Company
Washington
$216K – – –
BCM
797
Brookstone Capital Management
Illinois
$216K +$192K +576 New
HPWM
798
Highland Private Wealth Management
Washington
$215K +$198K +595 New
EGM
799
Engineers Gate Manager
New York
$214K +$196K +590 New
FC
800
Financial Consulate
Maryland
$211K +$194K +582 New
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