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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
BerganKDV Wealth Management
Minnesota
$124K – – –
PCIG
852
Partners Capital Investment Group
Massachusetts
$123K -$2.67M -7,077 -95%
SOW
853
State of Wyoming
Wyoming
$123K -$21.9K -58 -14%
LC
854
Lindbrook Capital
California
$113K +$3.39K +9 +3%
TPCW
855
TD Private Client Wealth
New York
$111K +$3.77K +10 +3%
SIC
856
Salem Investment Counselors
North Carolina
$108K – – –
SC
857
SouthState Corp
Florida
$108K – – –
TWA
858
TCI Wealth Advisors
Arizona
$108K +$3.77K +10 +3%
GWM
859
Geneos Wealth Management
Colorado
$107K – – –
USGIU
860
U.S. Global Investors (USGI)
Texas
$107K – – –
YAL
861
Your Advocates Ltd
Texas
$107K – – –
AF
862
Allworth Financial
California
$107K +$114K +302 New
TFS
863
TrustCore Financial Services
Tennessee
$102K +$100K +266 +1,330%
HCP
864
Hexagon Capital Partners
Arkansas
$100K -$1.13K -3 -1%
HIA
865
Harbor Investment Advisory
Maryland
$97K +$25.2K +67 +33%
RMC
866
Resources Management Corp
Connecticut
$94K – – –
JWA
867
JFS Wealth Advisors
Pennsylvania
$94K +$99.5K +264 New
KTC
868
Kistler-Tiffany Companies
Pennsylvania
$89K – – –
TFM
869
TFC Financial Management
Massachusetts
$86K – – –
NSIM
870
North Star Investment Management
Illinois
$85K – – –
PWMG
871
Prestige Wealth Management Group
New Jersey
$83K +$16.6K +44 +23%
PPWM
872
PFG Private Wealth Management
Florida
$83K +$87.8K +233 New
CLOS
873
Compagnie Lombard Odier SCmA
Switzerland
$80K – – –
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$80K +$52.4K +139 +164%
MC
875
Maverick Capital
Texas
$79K +$83.7K +222 New
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