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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIS
901
ABN AMRO Investment Solutions
$423K -$145K -301 -25%
CSIC
902
Clifford Swan Investment Counsel
California
$421K -$25.1K -52 -5%
GWMR
903
GC Wealth Management RIA
Massachusetts
$421K +$435K +903 New
GLF
904
Groupe la Francaise
France
$420K -$67.5K -140 -14%
CIC
905
Carnegie Investment Counsel
Ohio
$418K +$3.37K +7 +0.7%
P
906
Pitcairn
Pennsylvania
$415K -$6.26K -13 -1%
KSWA
907
Kathleen S. Wright Associates
Pennsylvania
$414K – – –
KWM
908
Kingsview Wealth Management
Oregon
$414K +$51.1K +106 +14%
BFS
909
Bradley Foster & Sargent
Connecticut
$412K – – –
SCM
910
Shelton Capital Management
Colorado
$410K -$10.1K -21 -2%
PA
911
Pinnacle Associates
New York
$409K +$482 +1 +0.1%
EWM
912
Empirical Wealth Management
Washington
$406K +$63.1K +131 +18%
HCM
913
Howard Capital Management
Georgia
$404K -$65.5K -136 -14%
KCP
914
Kera Capital Partners
California
$404K +$25.1K +52 +6%
RAM
915
Roanoke Asset Management
New Jersey
$403K – – –
CP
916
Castleview Partners
Texas
$403K -$64.1K -133 -13%
DIM
917
Delta Investment Management
California
$401K +$68.4K +142 +20%
OWA
918
Outlook Wealth Advisors
Texas
$401K +$4.34K +9 +1%
TPWA
919
Twin Peaks Wealth Advisors
California
$399K +$19.8K +41 +5%
4WM
920
4J Wealth Management
Virginia
$397K -$964 -2 -0.2%
GVAG
921
Great Valley Advisor Group
Delaware
$393K -$16.4K -34 -4%
FPCP
922
Fort Point Capital Partners
California
$392K -$16.4K -34 -4%
SW
923
SMART Wealth
Nebraska
$383K +$397K +823 New
AA
924
Addison Advisors
Vermont
$382K +$4.82K +10 +1%
ANBT
925
American National Bank & Trust
Texas
$381K -$17.3K -36 -4%
35 36
37
38 39