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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Carson Advisory
Georgia
$201K +$197K +720 New
GIA
802
Gladstone Institutional Advisory
Florida
$200K +$197K +719 New
JEST
803
JTC Employer Solutions Trustee
Jersey
$189K – – –
MAM
804
Magellan Asset Management
Australia
$187K -$288K -1,054 -61%
CT
805
Caldwell Trust
Florida
$184K – – –
RTC
806
Riverview Trust Company
Washington
$179K – – –
FHA
807
First Horizon Advisors
Tennessee
$179K +$17.5K +64 +11%
AA
808
Addison Advisors
Vermont
$178K +$150K +549 +610%
FCA
809
FinTrust Capital Advisors
South Carolina
$177K – – –
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
$174K +$109K +398 +177%
EE
811
EWG Elevate
California
$174K +$170K +623 New
TLCM
812
Twin Lakes Capital Management
California
$172K -$91.1K -333 -35%
AA
813
Alta Advisers
United Kingdom
$139K – – –
CAM
814
Close Asset Management
United Kingdom
$139K – – –
EWA
815
EverSource Wealth Advisors
Alabama
$138K -$76.3K -279 -36%
AWM
816
Atticus Wealth Management
Florida
$137K +$63.7K +233 +91%
TWA
817
TCI Wealth Advisors
Arizona
$136K -$4.65K -17 -3%
DGAM
818
Desjardins Global Asset Management
Quebec, Canada
$133K +$3.83K +14 +3%
FFA
819
Farther Finance Advisors
California
$130K +$127K +466 New
LC
820
Lindbrook Capital
California
$126K +$26.3K +96 +27%
TFM
821
TFC Financial Management
Massachusetts
$125K +$59.9K +219 +96%
AF
822
Allworth Financial
California
$125K +$38K +139 +45%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$124K -$7.66K -28 -6%
MCM
824
Manchester Capital Management
Vermont
$118K -$547 -2 -0.5%
HI
825
Harbour Investments
Wisconsin
$110K -$5.2K -19 -5%
31 32
33
34 35