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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
DS
776
DRW Securities
Illinois
$218K +$240K +801 New
BL
777
Balentine LLC
Georgia
$217K -$114K -382 -32%
MAG
778
Mayfair Advisory Group
Alabama
$217K – – –
AWA
779
Aaron Wealth Advisors
Illinois
$217K +$57.1K +191 +31%
CFO
780
Collective Family Office
Pennsylvania
$214K -$598 -2 -0.3%
FAM
781
Fenimore Asset Management
New York
$214K – – –
GWM
782
GSB Wealth Management
Connecticut
$214K – – –
YWP
783
YorkBridge Wealth Partners
New York
$213K – – –
AC
784
Abbrea Capital
California
$212K -$29.9K -100 -11%
BHIA
785
Birch Hill Investment Advisors
Massachusetts
$209K – – –
LFM
786
LGT Fund Management
Liechtenstein
$209K – – –
SHGA
787
Sand Hill Global Advisors
California
$209K +$7.48K +25 +3%
GIA
788
Gladstone Institutional Advisory
Florida
$208K -$20.3K -68 -8%
FF
789
FourThought Financial
Florida
$207K +$897 +3 +0.4%
SB
790
Simmons Bank
Arkansas
$204K -$2.99K -10 -1%
AC
791
Avenir Corporation
Virginia
$204K – – –
MAM
792
McLean Asset Management
Virginia
$203K -$6.58K -22 -3%
HPWM
793
Highland Private Wealth Management
Washington
$203K +$8.97K +30 +4%
BHWM
794
Bar Harbor Wealth Management
New Hampshire
$200K -$8.38K -28 -4%
LSA
795
Leonteq Securities AG
Switzerland
$198K +$897 +3 +0.4%
CP
796
Castleview Partners
Texas
$192K +$477K +1,594 +170%
FCA
797
FinTrust Capital Advisors
South Carolina
$187K – – –
CAL
798
Capital Advisors Ltd
Ohio
$186K +$34.4K +115 +20%
EWA
799
EverSource Wealth Advisors
Alabama
$183K +$68.8K +230 +52%
CT
800
Caldwell Trust
Florida
$180K – – –
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