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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
851
Howard Capital Management
Georgia
$475K +$21.5K +45 +5%
UBP
852
Union Bancaire Privee
Switzerland
$474K +$475K +995 New
BFIM
853
Beese Fulmer Investment Management
Ohio
$473K – – –
QPBE
854
Quintet Private Bank (Europe)
Luxembourg
$473K – – –
TBT
855
Texas Bank & Trust
Texas
$473K +$477K +1,000 New
CP
856
Castleview Partners
Texas
$472K +$7.64K +16 +2%
WA
857
Waverly Advisors
Alabama
$471K +$475K +995 New
CAL
858
Capital Advisors Ltd
Ohio
$470K +$4.29K +9 +0.9%
MFIM
859
Mesirow Financial Investment Management
Illinois
$470K -$74.9K -157 -14%
MCM
860
Mattern Capital Management
Colorado
$468K +$24.8K +52 +6%
FAIM
861
Financial Advocates Investment Management
Washington
$467K -$9.07K -19 -2%
PIM
862
Penobscot Investment Management
Massachusetts
$466K – – –
PC
863
Promus Capital
Illinois
$463K +$467K +979 New
SC
864
Shearwater Capital
Colorado
$456K – – –
CCWM
865
Correct Capital Wealth Management
Missouri
$456K +$477 +1 +0.1%
WPC
866
White Pine Capital
Minnesota
$455K -$477 -1 -0.1%
IFU
867
iSAM Funds (UK)
United Kingdom
$454K -$994K -2,082 -68%
HCM
868
Hutner Capital Management
Vermont
$454K -$4.77K -10 -1%
NCFG
869
New Century Financial Group
New Jersey
$453K -$32K -67 -7%
CSIC
870
Clifford Swan Investment Counsel
California
$452K -$110K -230 -19%
BBI
871
Baxter Bros Inc
Connecticut
$449K – – –
TCM
872
Tributary Capital Management
Nebraska
$447K -$21.5K -45 -5%
MGIA
873
Moneta Group Investment Advisors
Missouri
$446K -$3.34K -7 -0.7%
HIM
874
Hanlon Investment Management
New Jersey
$446K +$46.3K +97 +11%
SWP
875
Sagespring Wealth Partners
Tennessee
$445K +$448K +939 New
33 34
35
36 37