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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
801
Snowden Capital Advisors
New York
$284K -$33.6K -106 -11%
BWP
802
Baldwin Wealth Partners
Massachusetts
$283K – – –
WSTAM
803
Wilbanks Smith & Thomas Asset Management
Virginia
$279K -$5.71K -18 -2%
GCMG
804
Gyroscope Capital Management Group
Florida
$278K -$127K -400 -33%
AP
805
Atwood & Palmer
Missouri
$278K – – –
WIC
806
Woodmont Investment Counsel
Tennessee
$278K – – –
GWM
807
Gitterman Wealth Management
New Jersey
$277K +$252K +796 New
ZB
808
Zions Bancorporation
Utah
$276K -$39.6K -125 -14%
GWM
809
GSB Wealth Management
Connecticut
$274K – – –
FAM
810
Fenimore Asset Management
New York
$274K – – –
NP
811
NorthRock Partners
Minnesota
$270K -$18.7K -59 -7%
HT
812
Heritage Trust
Oklahoma
$269K +$246K +775 New
CI
813
Conning Inc
Connecticut
$268K -$66.6K -210 -21%
BHIA
814
Birch Hill Investment Advisors
Massachusetts
$268K – – –
LFM
815
LGT Fund Management
Liechtenstein
$268K – – –
GA
816
Geller Advisors
New York
$267K +$30.8K +97 +14%
BWP
817
BSW Wealth Partners
Colorado
$266K +$1.58K +5 +0.7%
BIP
818
Blueprint Investment Partners
North Carolina
$265K +$241K +761 New
FLPIM
819
F.L. Putnam Investment Management
Massachusetts
$264K +$241K +759 New
LFA
820
Legacy Financial Advisors
Kentucky
$263K +$3.49K +11 +1%
FIM
821
Freedom Investment Management
Connecticut
$263K +$240K +758 New
LPP
822
Long Path Partners
Connecticut
$263K +$240K +757 New
MIS
823
Morningstar Investment Services
Illinois
$263K +$242K +763 New
PA
824
Pinnacle Associates
New York
$261K -$15.9K -50 -6%
VAF
825
Values Added Financial
District of Columbia
$260K +$237K +748 New
31 32
33
34 35