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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
876
Evolve Private Wealth
California
$500K +$59.3K +132 +14%
WIC
877
Wilkins Investment Counsel
Massachusetts
$498K – – –
I
878
InceptionR
California
$497K +$493K +1,098 New
APG
879
Abacus Planning Group
South Carolina
$496K -$26.5K -59 -5%
ACA
880
Aptus Capital Advisors
Alabama
$495K +$49K +109 +11%
EGM
881
Engineers Gate Manager
New York
$491K -$261K -582 -35%
RIA
882
Regal Investment Advisors
Michigan
$491K +$487K +1,084 New
LS
883
Livforsakringsbolaget Skandia
Sweden
$489K -$89.8K -200 -16%
DT
884
Diversified Trust
Tennessee
$488K -$1.1M -2,446 -69%
RFN
885
RDA Financial Network
Iowa
$487K +$24.3K +54 +5%
LCM
886
Legato Capital Management
California
$484K -$837K -1,863 -64%
SC
887
Sepio Capital
Utah
$481K -$21.6K -48 -4%
BFIM
888
Beese Fulmer Investment Management
Ohio
$477K +$119K +266 +34%
PWPS
889
Pinnacle Wealth Planning Services
Ohio
$476K -$1.8K -4 -0.4%
ACM
890
Aster Capital Management
United Arab Emirates
$476K +$472K +1,051 New
LPT
891
Legacy Private Trust
Wisconsin
$476K -$40.4K -90 -8%
AF
892
Aviso Financial
Ontario, Canada
$475K +$6.29K +14 +1%
WFI
893
West Family Investments
California
$475K +$161K +358 +52%
HCM
894
Howland Capital Management
Massachusetts
$474K +$449 +1 +0.1%
MA
895
MONECO Advisors
Connecticut
$473K +$25.6K +57 +6%
PCM
896
Polymer Capital Management
New York
$471K -$1.25M -2,774 -73%
HFO
897
Heritage Family Offices
Arizona
$469K -$230K -512 -33%
PEWA
898
Pacific Excel Wealth Advisors
California
$469K +$465K +1,036 New
SWA
899
Stratos Wealth Advisors
Ohio
$468K +$449 +1 +0.1%
AP
900
Anchyra Partners
Georgia
$467K +$12.1K +27 +3%
34 35
36
37 38