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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
876
Balboa Wealth Partners
Arizona
$381K -$463 -1 -0.1%
AP
877
Atwood & Palmer
Missouri
$380K – – –
BBP
878
Banco BTG Pactual
Brazil
$380K – – –
WIC
879
Woodmont Investment Counsel
Tennessee
$380K – – –
MAM
880
Magellan Asset Management
Australia
$379K -$23.2K -50 -6%
GA
881
Gateway Advisory
New Jersey
$378K +$6.49K +14 +2%
PWMAG
882
Pinnacle Wealth Management Advisory Group
New Jersey
$377K -$1.39K -3 -0.4%
GWM
883
GSB Wealth Management
Connecticut
$377K – – –
FAM
884
Fenimore Asset Management
New York
$374K – – –
AWM
885
Aprio Wealth Management
Georgia
$371K +$42.2K +91 +13%
CI
886
Conning Inc
Connecticut
$369K – – –
CAM
887
Close Asset Management
United Kingdom
$368K – – –
AFG
888
Argent Financial Group
Louisiana
$368K +$359K +775 New
SB
889
Simmons Bank
Arkansas
$367K -$55.6K -120 -13%
HCMT
890
Highland Capital Management (Tennessee)
Tennessee
$367K -$27.8K -60 -7%
LC
891
Lindbrook Capital
California
$363K -$3.71K -8 -1%
SIM
892
Sentry Investment Management
Wisconsin
$361K +$35.2K +76 +11%
IBOK
893
Independence Bank of Kentucky
Kentucky
$360K +$348K +750 +9,375%
PCM
894
Penserra Capital Management
California
$358K +$3.71K +8 +1%
IPW
895
Invictus Private Wealth
Colorado
$358K -$34.3K -74 -9%
VAF
896
Values Added Financial
District of Columbia
$356K +$927 +2 +0.3%
SMWM
897
Silvia McColl Wealth Management
California
$352K – – –
AIA
898
Angeles Investment Advisors
California
$352K – – –
6F
899
626 Financial
Michigan
$351K – – –
GIA
900
Guyasuta Investment Advisors
Pennsylvania
$348K +$21.8K +47 +7%
34 35
36
37 38