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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Caldwell Trust
Florida
$180K – – –
HR
802
Howe & Rusling
New York
$174K +$34.4K +115 +22%
GC
803
Gilbert & Cook
Iowa
$168K +$184K +616 New
ECM
804
Estabrook Capital Management
New York
$163K – – –
TAIM
805
TD Ameritrade Investment Management
Nebraska
$157K -$78.1K -261 -31%
DMBA
806
Deseret Mutual Benefit Administrators
Utah
$155K -$52.1K -174 -23%
PVH
807
Psagot Value Holdings
Israel
$145K – – –
TWA
808
TCI Wealth Advisors
Arizona
$133K -$598 -2 -0.4%
CCM
809
Covington Capital Management
California
$133K +$18.5K +62 +14%
AF
810
Allworth Financial
California
$127K +$11.4K +38 +9%
DGAM
811
Desjardins Global Asset Management
Quebec, Canada
$126K -$6.58K -22 -5%
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$124K -$34.1K -114 -20%
ABLA
813
Alan B. Lancz & Associates
Ohio
$124K +$120K +400 New
FMLI
814
Fukoku Mutual Life Insurance
Japan
$117K – – –
MCM
815
Manchester Capital Management
Vermont
$115K – – –
C
816
Covestor
United Kingdom
$115K +$5.38K +18 +4%
AIM
817
Acropolis Investment Management
Missouri
$114K +$126K +420 New
HI
818
Harbour Investments
Wisconsin
$113K +$124K +414 New
SOW
819
State of Wyoming
Wyoming
$108K -$55.9K -187 -32%
FPA
820
First Pacific Advisors
California
$105K – – –
NR
821
Newfound Research
Massachusetts
$98K -$17.7K -59 -14%
CIA
822
Cascade Investment Advisors
Oregon
$95.2K – – –
BWM
823
BerganKDV Wealth Management
Minnesota
$95K – – –
SSG
824
Summit Securities Group
New York
$92K +$81.1K +271 +411%
JFA
825
JNBA Financial Advisors
Minnesota
$88K – – –
31 32
33
34 35