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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
776
Carmichael Hill & Associates
Maryland
$204K – – –
TCBWMS
777
Texas Capital Bank Wealth Management Services
Texas
$203K +$242K +834 New
SICM
778
Sustainable Insight Capital Management
New York
$201K -$79.6K -274 -25%
VFA
779
Valeo Financial Advisors
Indiana
$201K -$581 -2 -0.2%
BWP
780
Baldwin Wealth Partners
Massachusetts
$198K – – –
AP
781
Atwood & Palmer
Missouri
$194K – – –
CAL
782
Capital Advisors Ltd
Ohio
$194K +$33.1K +114 +17%
EWA
783
EverSource Wealth Advisors
Alabama
$189K +$30.5K +105 +16%
JEST
784
JTC Employer Solutions Trustee
Jersey
$189K +$168K +579 New
FF
785
FourThought Financial
Florida
$184K -$872 -3 -0.4%
CP
786
Castleview Partners
Texas
$174K -$527K -1,815 -72%
CT
787
Caldwell Trust
Florida
$160K – – –
RTC
788
Riverview Trust Company
Washington
$156K -$50.3K -173 -21%
FCA
789
FinTrust Capital Advisors
South Carolina
$156K – – –
HR
790
Howe & Rusling
New York
$156K – – –
APA
791
American Portfolios Advisors
New York
$153K -$84K -289 -31%
SSG
792
Summit Securities Group
New York
$151K +$83.1K +286 +85%
ALAM
793
Asahi Life Asset Management
Japan
$146K +$174K +600 New
FHA
794
First Horizon Advisors
Tennessee
$139K -$72.9K -251 -30%
PVH
795
Psagot Value Holdings
Israel
$130K – – –
TWA
796
TCI Wealth Advisors
Arizona
$123K +$4.36K +15 +3%
CAM
797
Close Asset Management
United Kingdom
$122K -$61.1M -210,200 -100%
AA
798
Alta Advisers
United Kingdom
$122K +$145K +500 New
CCM
799
Covington Capital Management
California
$118K -$872 -3 -0.6%
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$115K +$5.23K +18 +4%
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