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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
826
Carolinas Wealth Consulting
North Carolina
$69K +$7.6K +27 +13%
HFM
827
Harvest Fund Management
China
$68K -$188K -668 -74%
SFS
828
Sowell Financial Services
Arkansas
$68K -$2.54K -9 -4%
WAM
829
Wolverine Asset Management
Illinois
$68K +$56.3K +200 +714%
NR
830
Newfound Research
Massachusetts
$67K +$5.07K +18 +9%
HIA
831
Harbor Investment Advisory
Maryland
$61K – – –
BFEC
832
Benjamin F. Edwards & Company
Missouri
$60K – – –
BFC
833
Bedel Financial Consulting
Indiana
$60K +$56.3K +200 New
CFO
834
CVA Family Office
Colorado
$60K +$56.3K +200 New
HCM
835
Hilton Capital Management
New York
$60K +$56.3K +200 New
MRCM
836
M&R Capital Management
New Jersey
$59K – – –
ANBT
837
American National Bank & Trust
Texas
$59K +$9.01K +32 +19%
LAS
838
Lloyd Advisory Services
Georgia
$57K +$41.1K +146 +340%
RIM
839
Rockbridge Investment Management
New York
$54K +$2.82K +10 +6%
JGIA
840
Jackson Grant Investment Advisers
Connecticut
$50K – – –
PFBT
841
Parkside Financial Bank & Trust
Missouri
$49K -$7.32K -26 -14%
PCG
842
Private Capital Group
Connecticut
$49K -$1.69K -6 -4%
BAM
843
Barrett Asset Management
New York
$48K – – –
SCM
844
Silvant Capital Management
Georgia
$47K – – –
ACA
845
Atlas Capital Advisors
Wyoming
$46.6K -$1M -3,564 -96%
FHA
846
First Horizon Advisors
Tennessee
$44K – – –
WAP
847
Wealthcare Advisory Partners
Pennsylvania
$41K +$38.3K +136 New
GWS
848
Glassman Wealth Services
Virginia
$39K +$10.7K +38 +40%
GAM
849
Gemmer Asset Management
California
$36K -$69.8K -248 -67%
ACM
850
Allred Capital Management
Texas
$35.5K +$33.5K +119 New
32 33
34
35 36