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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
801
Seeds Investor
New York
$346K +$308K +885 New
SPA
802
Sherbrooke Park Advisers
New York
$344K -$75.8K -218 -20%
AC
803
Abbrea Capital
California
$344K – – –
PCIG
804
Partners Capital Investment Group
Massachusetts
$343K -$49K -141 -14%
SB
805
Sunflower Bank
Texas
$342K +$4.87K +14 +2%
APG
806
Abacus Planning Group
South Carolina
$340K -$2.08K -6 -0.7%
WWM
807
Western Wealth Management
Colorado
$340K +$4.52K +13 +2%
TPCW
808
TD Private Client Wealth
New York
$338K -$101K -291 -25%
RAM
809
Roanoke Asset Management
New Jersey
$338K – – –
RZH
810
Relyea Zuckerberg Hanson
Connecticut
$337K +$51.4K +148 +21%
TFA
811
Transamerica Financial Advisors
Florida
$335K +$267K +767 +852%
GVAG
812
Great Valley Advisor Group
Delaware
$335K +$52.8K +152 +22%
BSW
813
Buckingham Strategic Wealth
Missouri
$334K +$22.2K +64 +8%
4WM
814
4J Wealth Management
Virginia
$334K – – –
LFA
815
Legacy Financial Advisors
Kentucky
$328K +$14.6K +42 +5%
ACA
816
Aptus Capital Advisors
Alabama
$328K +$12.2K +35 +4%
CHA
817
Carmichael Hill & Associates
Maryland
$328K – – –
IWC
818
Integrated Wealth Concepts
Massachusetts
$327K -$22.2K -64 -7%
NCFG
819
New Century Financial Group
New Jersey
$326K +$290K +834 New
ANBT
820
American National Bank & Trust
Texas
$323K -$13.6K -39 -5%
SIM
821
Sentry Investment Management
Wisconsin
$322K -$30.9K -89 -10%
SB
822
Simmons Bank
Arkansas
$322K -$3.48K -10 -1%
FMLI
823
Fukoku Mutual Life Insurance
Japan
$320K – – –
WSTAM
824
Wilbanks Smith & Thomas Asset Management
Virginia
$320K – – –
AAIS
825
ABN AMRO Investment Solutions
$318K -$32.7K -94 -10%
31 32
33
34 35