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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
851
PDS Planning
Ohio
$501K +$30.8K +64 +6%
SIA
852
Schechter Investment Advisors
Michigan
$500K -$41.4K -86 -7%
MWM
853
Mission Wealth Management
California
$499K -$51.1K -106 -9%
CAM
854
Cozad Asset Management
Illinois
$498K – – –
EAM
855
Eventide Asset Management
Massachusetts
$498K +$520K +1,079 New
PC
856
Promus Capital
Illinois
$491K +$36.1K +75 +8%
HH
857
Hilltop Holdings
Texas
$490K +$175K +363 +53%
HCM
858
Howland Capital Management
Massachusetts
$490K – – –
OCBCO
859
Oversea-Chinese Banking Corp (OCBC)
Singapore
$489K +$506K +1,051 New
GL
860
Graypoint LLC
New York
$488K +$21.2K +44 +4%
SWA
861
Stratos Wealth Advisors
Ohio
$485K -$13K -27 -3%
BFIM
862
Beese Fulmer Investment Management
Ohio
$480K +$14.5K +30 +3%
WPC
863
White Pine Capital
Minnesota
$479K +$32.8K +68 +7%
AF
864
Allworth Financial
California
$477K +$40.5K +84 +8%
BP
865
Broadleaf Partners
Ohio
$475K – – –
MFIM
866
Mesirow Financial Investment Management
Illinois
$470K +$7.23K +15 +2%
BA
867
Bridgewater Advisors
New York
$469K +$506K +1,050 New
WA
868
Waverly Advisors
Alabama
$469K +$6.26K +13 +1%
NS
869
NBC Securities
Alabama
$469K +$485K +1,007 New
LC
870
Lindbrook Capital
California
$468K +$112K +233 +30%
FAIM
871
Financial Advocates Investment Management
Washington
$468K +$9.15K +19 +2%
CAL
872
Capital Advisors Ltd
Ohio
$467K +$4.82K +10 +1%
LFA
873
Legacy Financial Advisors
Kentucky
$467K +$67.5K +140 +16%
DAS
874
Diversify Advisory Services
Utah
$466K +$503K +1,044 New
RZH
875
Relyea Zuckerberg Hanson
Connecticut
$466K -$4.82K -10 -1%
33 34
35
36 37