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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
851
Glassman Wealth Services
Virginia
$60K +$3.29K +11 +5%
CFO
852
CVA Family Office
Colorado
$56K -$4.49K -15 -7%
FPS
853
Fieldpoint Private Securities
Connecticut
$55K -$97.2K -325 -62%
CFFP
854
Center for Financial Planning
Michigan
$54K – – –
EDRH
855
Edmond de Rothschild Holding
Switzerland
$54K – – –
MRCM
856
M&R Capital Management
New Jersey
$54K – – –
PCG
857
Private Capital Group
Connecticut
$52K +$6.88K +23 +14%
CWC
858
Carolinas Wealth Consulting
North Carolina
$47K +$5.38K +18 +12%
JGIA
859
Jackson Grant Investment Advisers
Connecticut
$46K – – –
CI
860
CX Institutional
Indiana
$46K +$50.3K +168 New
ACA
861
Atlas Capital Advisors
Wyoming
$45.1K – – –
SC
862
Seldon Capital
California
$45K – – –
SCM
863
Silvant Capital Management
Georgia
$43K – – –
PGAM
864
Princeton Global Asset Management
New Jersey
$42K – – –
BTI
865
Blue Trust Inc
Georgia
$41K +$36.8K +123 New
JWA
866
JFS Wealth Advisors
Pennsylvania
$39K -$1.79K -6 -4%
PI
867
PineBridge Investments
New York
$34K -$1.98M -6,626 -98%
ANBT
868
American National Bank & Trust
Texas
$34K +$8.38K +28 +29%
AP
869
Arlington Partners
Alabama
$33K – – –
VCM
870
Vigilant Capital Management
Maine
$33K +$35.9K +120 New
BIA
871
Bell Investment Advisors
California
$31K +$34.1K +114 New
FMII
872
Farmers & Merchants Investments Inc
Nebraska
$30K +$7.48K +25 +29%
CSB
873
City State Bank
Iowa
$29K – – –
SWM
874
Sugarloaf Wealth Management
Georgia
$24K – – –
SWM
875
SeaCrest Wealth Management
New York
$24K +$26.9K +90 New
33 34
35
36 37