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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
801
International Assets Investment Management
Florida
$412K +$50.1K +126 +15%
HCM
802
Hutner Capital Management
Vermont
$408K – – –
AA
803
Advisory Alpha
Michigan
$408K +$61.3K +154 +19%
RZH
804
Relyea Zuckerberg Hanson
Connecticut
$407K +$39K +98 +11%
SC
805
Shearwater Capital
Colorado
$406K – – –
CCWM
806
Correct Capital Wealth Management
Missouri
$405K – – –
CAL
807
Capital Advisors Ltd
Ohio
$404K +$9.55K +24 +3%
TPWA
808
Twin Peaks Wealth Advisors
California
$404K -$19.9K -50 -5%
MFIM
809
Mesirow Financial Investment Management
Illinois
$403K -$65.2K -164 -15%
FAIM
810
Financial Advocates Investment Management
Washington
$402K +$116K +291 +44%
CP
811
Castleview Partners
Texas
$402K -$4.38K -11 -1%
BBI
812
Baxter Bros Inc
Connecticut
$399K – – –
AWA
813
Aaron Wealth Advisors
Illinois
$399K +$50.5K +127 +15%
JWCA
814
J.W. Cole Advisors
Florida
$396K -$345K -868 -48%
ILI
815
Invesco LLC (Illinois)
Illinois
$394K – – –
AOI
816
Auto-Owners Insurance
Michigan
$393K – – –
KSWA
817
Kathleen S. Wright Associates
Pennsylvania
$392K – – –
CWM
818
Chronos Wealth Management
Florida
$392K – – –
SCM
819
Shelton Capital Management
Colorado
$392K – – –
MIM
820
Morningstar Investment Management
Illinois
$391K – – –
PA
821
Pinnacle Associates
New York
$390K +$48.5K +122 +15%
GVAG
822
Great Valley Advisor Group
Delaware
$389K +$5.97K +15 +2%
PI
823
Pettee Investors
Connecticut
$389K -$8.75K -22 -2%
NA
824
NewEdge Advisors
Louisiana
$389K +$2.79K +7 +0.8%
DFCM
825
Dark Forest Capital Management
Puerto Rico
$386K +$365K +918 New
31 32
33
34 35