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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
P
851
Pitcairn
Pennsylvania
$428K -$46.8K -101 -10%
SCM
852
Shelton Capital Management
Colorado
$428K -$13.9K -30 -3%
CIA
853
Concurrent Investment Advisors
Florida
$427K -$42.6K -92 -9%
AIMCA
854
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$427K – – –
KSWA
855
Kathleen S. Wright Associates
Pennsylvania
$424K – – –
FPCP
856
Fort Point Capital Partners
California
$422K +$14.8K +32 +4%
GVAG
857
Great Valley Advisor Group
Delaware
$418K -$19.9K -43 -5%
OWA
858
Outlook Wealth Advisors
Texas
$413K +$14.4K +31 +4%
RAM
859
Roanoke Asset Management
New Jersey
$411K – – –
TPWA
860
Twin Peaks Wealth Advisors
California
$411K -$43.6K -94 -10%
FLPIM
861
F.L. Putnam Investment Management
Massachusetts
$407K -$25.5K -55 -6%
ANBT
862
American National Bank & Trust
Texas
$405K -$1.85K -4 -0.5%
PA
863
PFG Advisors
Arizona
$405K +$30.1K +65 +8%
4WM
864
4J Wealth Management
Virginia
$404K – – –
MA
865
Mutual Advisors
Nebraska
$404K +$21.8K +47 +6%
LFA
866
Legacy Financial Advisors
Kentucky
$403K +$9.27K +20 +2%
HIM
867
Hanlon Investment Management
New Jersey
$401K -$2.78K -6 -0.7%
PA
868
Procyon Advisors
Connecticut
$400K +$4.17K +9 +1%
WWM
869
Western Wealth Management
Colorado
$400K -$4.17K -9 -1%
CHA
870
Carmichael Hill & Associates
Maryland
$398K – – –
DBRC
871
D.B. Root & Company
Pennsylvania
$395K -$282K -609 -42%
MCM
872
Manchester Capital Management
Vermont
$388K +$463 +1 +0.1%
AA
873
Addison Advisors
Vermont
$387K – – –
BWP
874
Baldwin Wealth Partners
Massachusetts
$387K – – –
BCM
875
Boltwood Capital Management
California
$384K -$2.32K -5 -0.6%
33 34
35
36 37