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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
826
Geneos Wealth Management
Colorado
$110K -$3.66K -11 -4%
SIC
827
Salem Investment Counselors
North Carolina
$110K – – –
TPCW
828
TD Private Client Wealth
New York
$110K +$2.33K +7 +2%
USGIU
829
U.S. Global Investors (USGI)
Texas
$109K – – –
YAL
830
Your Advocates Ltd
Texas
$109K – – –
TWA
831
TCI Wealth Advisors
Arizona
$107K +$1.66K +5 +2%
CFO
832
CVA Family Office
Colorado
$107K +$31.6K +95 +48%
HCP
833
Hexagon Capital Partners
Arkansas
$103K +$2.33K +7 +3%
HFM
834
Harvest Fund Management
China
$102K +$17K +51 +22%
NR
835
Newfound Research
Massachusetts
$98K +$14.6K +44 +19%
KFP
836
KB Financial Partners
New Jersey
$97K -$71.2K -214 -44%
RMC
837
Resources Management Corp
Connecticut
$96K – – –
LAS
838
Lloyd Advisory Services
Georgia
$96K +$25.3K +76 +40%
DMBA
839
Deseret Mutual Benefit Administrators
Utah
$95K +$86.9K +261 New
KTC
840
Kistler-Tiffany Companies
Pennsylvania
$91K +$83.2K +250 New
TFM
841
TFC Financial Management
Massachusetts
$88K – – –
NSIM
842
North Star Investment Management
Illinois
$87K – – –
PCH
843
PGIM Custom Harvest
New Jersey
$85K – – –
MUMSS
844
Mitsubishi UFJ Morgan Stanley Securities
Japan
$83K +$76.6K +230 New
SWM
845
Spire Wealth Management
Virginia
$82K -$137K -412 -64%
CLOS
846
Compagnie Lombard Odier SCmA
Switzerland
$82K +$74.9K +225 New
HIA
847
Harbor Investment Advisory
Maryland
$74K – – –
CFFP
848
Center for Financial Planning
Michigan
$72K -$17K -51 -20%
BFC
849
Bedel Financial Consulting
Indiana
$72K – – –
BFEC
850
Benjamin F. Edwards & Company
Missouri
$72K – – –
32 33
34
35 36