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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
901
D.B. Root & Company
Pennsylvania
$462K +$54.2K +117 +15%
CAM
902
Cozad Asset Management
Illinois
$461K -$69.5K -150 -14%
DWM
903
Dynasty Wealth Management
Florida
$458K +$422K +912 New
KSWA
904
Kathleen S. Wright Associates
Pennsylvania
$457K – – –
AAIS
905
ABN AMRO Investment Solutions
$456K – – –
PCA
906
Pallas Capital Advisors
Massachusetts
$455K +$420K +906 New
CSIC
907
Clifford Swan Investment Counsel
California
$453K +$463 +1 +0.1%
GKFF
908
George Kaiser Family Foundation
Oklahoma
$453K +$140K +302 +50%
PGCM
909
Prescott Group Capital Management
Oklahoma
$453K +$140K +302 +50%
TCM
910
Tributary Capital Management
Nebraska
$446K -$11.6K -25 -3%
SB
911
Sunflower Bank
Texas
$445K -$21.8K -47 -5%
A
912
AlphaQuest
New York
$440K -$974K -2,102 -71%
CNTOF
913
Canandaigua National Trust of Florida
New York
$440K +$406K +877 New
PWMAG
914
Pinnacle Wealth Management Advisory Group
New Jersey
$438K +$30.6K +66 +8%
FLPIM
915
F.L. Putnam Investment Management
Massachusetts
$434K +$27.3K +59 +7%
OWA
916
Outlook Wealth Advisors
Texas
$432K +$463 +1 +0.1%
KCP
917
Kera Capital Partners
California
$432K -$2.78K -6 -0.7%
SCM
918
Shelton Capital Management
Colorado
$431K -$9.26K -20 -2%
BFS
919
Bradley Foster & Sargent
Connecticut
$429K -$13.9K -30 -3%
PCM
920
Penserra Capital Management
California
$428K +$39.4K +85 +11%
4WM
921
4J Wealth Management
Virginia
$427K – – –
BTI
922
Blue Trust Inc
Georgia
$427K +$31K +67 +9%
CP
923
Castleview Partners
Texas
$425K -$7.87K -17 -2%
GVAG
924
Great Valley Advisor Group
Delaware
$425K +$926 +2 +0.2%
WWM
925
Western Wealth Management
Colorado
$424K +$17.6K +38 +5%
35 36
37
38 39