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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIAM
776
OFI Invest Asset Management
France
$867K +$731K +1,498 +567%
ILI
777
Invesco LLC (Illinois)
Illinois
$866K +$12.7K +26 +2%
BWM
778
BAM Wealth Management
Colorado
$865K -$65.9K -135 -7%
PIMG
779
Patriot Investment Management Group
Tennessee
$863K – – –
PA
780
Profund Advisors
Maryland
$859K -$217K -445 -21%
ACA
781
Aptus Capital Advisors
Alabama
$850K +$9.76K +20 +1%
DTC
782
Davidson Trust Company
Washington
$838K -$16.1K -33 -2%
CRC
783
Curi RMB Capital
Illinois
$838K +$488 +1 +0.1%
FCA
784
Fortis Capital Advisors
Kansas
$829K +$792K +1,623 New
AFG
785
Atomi Financial Group
New York
$828K +$152K +312 +24%
CT
786
Chicago Trust
Illinois
$827K -$73.2K -150 -8%
AF
787
Allworth Financial
California
$823K +$95.6K +196 +14%
LWA
788
Lineweaver Wealth Advisors
Ohio
$818K – – –
PCS
789
Personal CFO Solutions
New Jersey
$818K -$9.27K -19 -1%
HP
790
Havemeyer Place
Connecticut
$812K +$776K +1,590 New
DCM
791
Dimension Capital Management
Florida
$810K – – –
CPW
792
Crestmont Private Wealth
Texas
$808K +$18.1K +37 +2%
ATS
793
Ashton Thomas Securities
New York
$805K -$28.8K -59 -4%
SFS
794
Sowell Financial Services
Arkansas
$795K +$1.95K +4 +0.3%
NED
795
Nancy E. Dempze
$792K +$756K +1,550 New
ATC
796
Argent Trust Co
Tennessee
$782K -$23.4K -48 -3%
GWMR
797
GC Wealth Management RIA
Massachusetts
$781K -$870K -1,784 -54%
BDA
798
Borer Denton & Associates
Pennsylvania
$769K – – –
EWM
799
Evercore Wealth Management
New York
$768K – – –
PCM
800
Polymer Capital Management
New York
$768K +$142K +292 +24%
30 31
32
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