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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
826
Investment House LLC
California
$243K – – –
GA
827
Geller Advisors
New York
$243K +$22.5K +67 +10%
HPWM
828
Highland Private Wealth Management
Washington
$241K +$15.5K +46 +7%
BCM
829
Brookstone Capital Management
Illinois
$241K +$48.8K +145 +25%
WKSWA
830
White Knight Strategic Wealth Advisors
New Jersey
$240K +$3.36K +10 +1%
RTC
831
Riverview Trust Company
Washington
$239K +$37.3K +111 +19%
FFG
832
Fortem Financial Group
California
$238K -$1.93M -5,749 -89%
MAG
833
Mayfair Advisory Group
Alabama
$238K – – –
MLA
834
My Legacy Advisors
Oregon
$237K +$236K +702 New
PG
835
Pendal Group
Australia
$236K -$1.65M -4,911 -88%
OPS
836
Orion Portfolio Solutions
Nebraska
$236K +$31.3K +93 +15%
AG
837
Ascent Group
Virginia
$233K +$233K +692 New
GIA
838
Guyasuta Investment Advisors
Pennsylvania
$231K – – –
WP
839
WMS Partners
Maryland
$227K -$709K -2,108 -76%
ABC
840
Associated Banc-Corp
Wisconsin
$227K – – –
CSIC
841
Clifford Swan Investment Counsel
California
$227K – – –
FAT
842
First American Trust
California
$225K -$16.5K -49 -7%
LHC
843
Little House Capital
Massachusetts
$223K -$6.73K -20 -3%
CT
844
Caldwell Trust
Florida
$223K – – –
FFA
845
First Foundation Advisors
California
$222K +$10.1K +30 +5%
PI
846
Putnam Investments
Massachusetts
$221K -$9.08K -27 -4%
TC
847
TAP Consulting
Missouri
$220K +$673 +2 +0.3%
SIA
848
Schechter Investment Advisors
Michigan
$220K +$18.2K +54 +9%
BSW
849
Buckingham Strategic Wealth
Missouri
$219K +$336 +1 +0.2%
WFI
850
West Family Investments
California
$217K -$18.8K -56 -8%
32 33
34
35 36