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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
801
Clarius Group LLC
Washington
$685K -$139K -301 -18%
MC
802
Maverick Capital
Texas
$685K – – –
PCP
803
Proficio Capital Partners
Massachusetts
$678K +$22.2K +48 +4%
AA
804
Addison Advisors
Vermont
$678K +$245K +530 +65%
OIA
805
OneDigital Investment Advisors
Kansas
$668K -$20.4K -44 -3%
CCA
806
Checchi Capital Advisers
California
$664K -$6.95K -15 -1%
DP
807
DDD Partners
Washington
$652K -$5.09K -11 -0.8%
PC
808
Promus Capital
Illinois
$651K +$113K +244 +23%
DC
809
DeDora Capital
California
$651K +$13K +28 +2%
FB
810
Fulton Bank
Pennsylvania
$648K -$38.4K -83 -6%
PCG
811
Prosperity Consulting Group
Maryland
$647K -$10.7K -23 -2%
AF
812
Allworth Financial
California
$645K +$93.1K +201 +19%
LS
813
Livforsakringsbolaget Skandia
Sweden
$642K – – –
FIM
814
Freedom Investment Management
Connecticut
$641K -$463 -1 -0.1%
MCM
815
Mattern Capital Management
Colorado
$636K +$57.9K +125 +11%
PA
816
PFG Advisors
Arizona
$636K +$232K +500 +65%
MAG
817
Mayfair Advisory Group
Alabama
$632K +$1.39K +3 +0.2%
PHAM
818
Palisades Hudson Asset Management
Florida
$631K – – –
CWM
819
Chronos Wealth Management
Florida
$627K -$23.2K -50 -4%
AFG
820
Atomi Financial Group
New York
$627K +$14.4K +31 +3%
SPS
821
Susquehanna Portfolio Strategies
Pennsylvania
$626K -$440K -951 -43%
AWA
822
Aaron Wealth Advisors
Illinois
$624K +$18.1K +39 +3%
ACM
823
Andina Capital Management
Utah
$620K +$9.26K +20 +2%
CI
824
CX Institutional
Indiana
$620K +$73.6K +159 +15%
SPC
825
Spirepoint Private Client
Florida
$611K +$19K +41 +3%
31 32
33
34 35