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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
876
Atomi Financial Group
New York
$444K +$157K +330 +54%
AOI
877
Auto-Owners Insurance
Michigan
$442K – – –
XT
878
XTX Topco
Cayman Islands
$442K +$445K +933 New
SB
879
Sunflower Bank
Texas
$441K +$13.4K +28 +3%
PI
880
Pettee Investors
Connecticut
$437K – – –
RA
881
RFG Advisory
Alabama
$432K -$50.6K -106 -10%
PA
882
Procyon Advisors
Connecticut
$429K +$30.5K +64 +8%
AP
883
Advisors Preferred
Maryland
$429K -$99.3K -208 -19%
P
884
Pitcairn
Pennsylvania
$428K +$1.43K +3 +0.3%
EFG
885
Everhart Financial Group
Ohio
$427K -$955 -2 -0.2%
SCM
886
Shelton Capital Management
Colorado
$427K – – –
KSWA
887
Kathleen S. Wright Associates
Pennsylvania
$424K – – –
ILI
888
Invesco LLC (Illinois)
Illinois
$423K -$18.1K -38 -4%
BFS
889
Bradley Foster & Sargent
Connecticut
$419K -$89.7K -188 -18%
GVAG
890
Great Valley Advisor Group
Delaware
$416K -$955 -2 -0.2%
PA
891
Pinnacle Associates
New York
$416K +$50.1K +105 +14%
CNTOF
892
Canandaigua National Trust of Florida
New York
$415K +$419K +877 New
FPCP
893
Fort Point Capital Partners
California
$415K -$6.68K -14 -2%
TPWA
894
Twin Peaks Wealth Advisors
California
$415K +$5.25K +11 +1%
AWM
895
Aprio Wealth Management
Georgia
$412K +$43K +90 +12%
FRM
896
Fox Run Management
Connecticut
$411K -$700K -1,466 -63%
RAM
897
Roanoke Asset Management
New Jersey
$410K – – –
MA
898
Mutual Advisors
Nebraska
$409K -$5.25K -11 -1%
LFA
899
Legacy Financial Advisors
Kentucky
$408K +$6.2K +13 +2%
FLPIM
900
F.L. Putnam Investment Management
Massachusetts
$405K -$955 -2 -0.2%
34 35
36
37 38