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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
876
Quintet Private Bank (Europe)
Luxembourg
$476K – – –
TBT
877
Texas Bank & Trust
Texas
$476K – – –
AWM
878
Aprio Wealth Management
Georgia
$476K +$8.06K +16 +2%
HIM
879
Hanlon Investment Management
New Jersey
$474K +$17.6K +35 +4%
RZH
880
Relyea Zuckerberg Hanson
Connecticut
$472K -$1.51K -3 -0.3%
CA
881
Cornerstone Advisory
Maryland
$470K -$90.7K -180 -15%
GS
882
GTS Securities
Florida
$470K +$198K +392 +66%
PIM
883
Penobscot Investment Management
Massachusetts
$469K – – –
SAMC
884
Spectrum Asset Management (California)
California
$469K +$496K +984 New
NS
885
NBC Securities
Alabama
$468K -$29.7K -59 -6%
MWM
886
Mission Wealth Management
California
$467K -$1.01K -2 -0.2%
LFA
887
Legacy Financial Advisors
Kentucky
$465K -$1.01K -2 -0.2%
RA
888
RFG Advisory
Alabama
$462K -$8.57K -17 -2%
MTC
889
Matrix Trust Company
Colorado
$460K +$143K +284 +42%
SC
890
Shearwater Capital
Colorado
$459K – – –
CCWM
891
Correct Capital Wealth Management
Missouri
$459K – – –
FB
892
Fulton Bank
Pennsylvania
$459K -$165K -327 -25%
GLF
893
Groupe la Francaise
France
$457K +$15.6K +31 +3%
EWA
894
EverSource Wealth Advisors
Alabama
$457K -$3.02K -6 -0.6%
BBI
895
Baxter Bros Inc
Connecticut
$452K -$5.04K -10 -1%
HCM
896
Hutner Capital Management
Vermont
$450K – – –
WFI
897
West Family Investments
California
$450K +$3.02K +6 +0.6%
CAG
898
Crestwood Advisors Group
Massachusetts
$449K +$66.5K +132 +16%
ECM
899
Eisler Capital Management
United Kingdom
$445K -$20.4M -40,436 -98%
PI
900
Pettee Investors
Connecticut
$440K – – –
34 35
36
37 38