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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
826
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$1.52K -6 -9%
WAS
827
Wesleyan Assurance Society
United Kingdom
$16K – – –
RA
828
Rational Advisors
New York
$15K -$159K -626 -92%
NIM
829
NuWave Investment Management
New Jersey
$15K +$13.5K +53 New
AIL
830
AGF Investments LLC
Ontario, Canada
$15K +$13.7K +54 New
APWM
831
Atlas Private Wealth Management
New York
$14K – – –
MPWT
832
MassMutual Private Wealth & Trust
Connecticut
$14K – – –
ADL
833
Asset Dedication LLC
California
$13K – – –
CIM
834
Contravisory Investment Management
Massachusetts
$13K – – –
AWM
835
Apollon Wealth Management
South Carolina
$13K +$11.7K +46 New
EWA
836
Evolution Wealth Advisors
Florida
$13K +$11.9K +47 New
CFGS
837
Concourse Financial Group Securities
Alabama
$12K -$1.27K -5 -10%
OC
838
Oakworth Capital
Alabama
$12K – – –
GRP
839
Global Retirement Partners
California
$11K -$508 -2 -5%
PW
840
Price Wealth
Texas
$11K +$10.2K +40 New
SWA
841
Sutton Wealth Advisors
Florida
$10.7K +$762 +3 +8%
FANJ
842
Financial Architects (New Jersey)
New Jersey
$10K -$3.81K -15 -30%
H
843
Hexavest
Quebec, Canada
$10K – – –
EWP
844
Engrave Wealth Partners
Texas
$9K +$5.08K +20 +133%
FMP
845
Financial Management Professionals
Texas
$9K +$7.88K +31 New
TFGT
846
TS Financial Group (TSFG)
Illinois
$8K -$762 -3 -9%
HI
847
Hudock Inc
Pennsylvania
$8K – – –
CB
848
CNB Bank
Pennsylvania
$8K +$7.62K +30 New
LB
849
Legacy Bridge
Iowa
$7K – – –
SGAM
850
Smith Group Asset Management
Texas
$7K – – –
32 33
34
35 36