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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
901
Parkside Financial Bank & Trust
Missouri
$98K +$4.42K +13 +4%
SC
902
SouthState Corp
Florida
$96.4K – – –
SIC
903
Salem Investment Counselors
North Carolina
$95.8K – – –
JFA
904
JNBA Financial Advisors
Minnesota
$94.9K – – –
YAL
905
Your Advocates Ltd
Texas
$94.9K – – –
EWA
906
EverSource Wealth Advisors
Alabama
$93.4K +$1.02K +3 +1%
VAG
907
VisionPoint Advisory Group
Texas
$92.3K +$18.7K +55 +23%
NA
908
NewEdge Advisors
Louisiana
$90.6K -$891K -2,619 -90%
MPWT
909
MassMutual Private Wealth & Trust
Connecticut
$87.9K -$72.5K -213 -43%
SSB
910
Sandy Spring Bank
Maryland
$84.9K -$76.9K -226 -46%
RMC
911
Resources Management Corp
Connecticut
$84K – – –
AWM
912
Atticus Wealth Management
Florida
$83.8K – – –
BFEC
913
Benjamin F. Edwards & Company
Missouri
$83K – – –
SOW
914
State of Wyoming
Wyoming
$81.6K +$87.8K +258 New
HCP
915
Hexagon Capital Partners
Arkansas
$80.9K – – –
MIM
916
Meridiem Investment Management
United Kingdom
$79.1K -$102K -300 -55%
CAM
917
Close Asset Management
United Kingdom
$79K – – –
NSIM
918
North Star Investment Management
Illinois
$77.1K – – –
AT
919
Avalon Trust
New Mexico
$76.2K – – –
SIS
920
Sound Income Strategies
Florida
$73.4K – – –
TFM
921
TFC Financial Management
Massachusetts
$73K -$340 -1 -0.4%
SPWM
922
Spartan Planning & Wealth Management
North Carolina
$73K +$78.6K +231 New
CMP
923
Coston McIsaac & Partners
Maine
$73K – – –
CSPIA
924
Cary Street Partners Investment Advisory
Virginia
$68.6K +$73.8K +217 New
EDRH
925
Edmond de Rothschild Holding
Switzerland
$63.2K – – –
35 36
37
38 39