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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
801
Addison Advisors
Vermont
$213K +$17.5K +58 +9%
MAG
802
Mayfair Advisory Group
Alabama
$212K – – –
KCM
803
Kathmere Capital Management
Pennsylvania
$210K -$26.6K -88 -11%
GIA
804
Guyasuta Investment Advisors
Pennsylvania
$210K +$207K +686 New
PWPS
805
Pinnacle Wealth Planning Services
Ohio
$210K +$207K +686 New
FFP
806
FourThought Financial Partners
Florida
$210K -$21.8K -72 -10%
LC
807
Lindbrook Capital
California
$207K +$68.6K +227 +50%
GA
808
Geller Advisors
New York
$206K +$203K +672 New
BSW
809
Buckingham Strategic Wealth
Missouri
$203K – – –
LHC
810
Little House Capital
Massachusetts
$202K +$200K +661 New
PP
811
PDS Planning
Ohio
$202K +$200K +661 New
CT
812
Caldwell Trust
Florida
$202K – – –
IWC
813
Integrated Wealth Concepts
Massachusetts
$201K +$198K +656 New
MAM
814
Magellan Asset Management
Australia
$196K -$9.37K -31 -5%
SSB
815
Sandy Spring Bank
Maryland
$194K -$28.7K -95 -13%
PI
816
PineBridge Investments
New York
$194K +$147K +487 +334%
TLCM
817
Twin Lakes Capital Management
California
$189K – – –
ETH
818
Exos TFP Holdings
New York
$188K +$135K +448 +270%
MIM
819
Meridiem Investment Management
United Kingdom
$183K -$121K -400 -40%
HFM
820
Harvest Fund Management
China
$182K -$188K -622 -51%
JEST
821
JTC Employer Solutions Trustee
Jersey
$177K – – –
FCA
822
FinTrust Capital Advisors
South Carolina
$177K – – –
CAM
823
Close Asset Management
United Kingdom
$168K +$15.1K +50 +10%
ICM
824
Islay Capital Management
Texas
$166K -$402K -1,329 -71%
WEG
825
World Equity Group
Illinois
$158K +$6.85M +22,679 New
31 32
33
34 35