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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
901
Brevan Howard Capital Management
Jersey
$439K +$69.6K +138 +18%
TPWA
902
Twin Peaks Wealth Advisors
California
$439K -$3.02K -6 -0.6%
BEAM
903
Baker Ellis Asset Management
Washington
$438K +$463K +919 New
PCA
904
Pallas Capital Advisors
Massachusetts
$437K +$5.04K +10 +1%
FC
905
Financial Consulate
Maryland
$436K +$462K +916 New
KSWA
906
Kathleen S. Wright Associates
Pennsylvania
$435K – – –
AAIS
907
ABN AMRO Investment Solutions
$433K – – –
CSIC
908
Clifford Swan Investment Counsel
California
$433K +$2.02K +4 +0.4%
GKFF
909
George Kaiser Family Foundation
Oklahoma
$431K – – –
PGCM
910
Prescott Group Capital Management
Oklahoma
$431K – – –
OF
911
Optimize Financial
California
$431K +$58.5K +116 +15%
FLPIM
912
F.L. Putnam Investment Management
Massachusetts
$425K +$13.6K +27 +3%
AC
913
Avestar Capital
New York
$424K +$128K +254 +40%
SB
914
Sunflower Bank
Texas
$423K – – –
BFA
915
Brown Financial Advisors
Ohio
$421K +$446K +884 New
TCWA
916
Turtle Creek Wealth Advisors
Texas
$419K +$233K +463 +111%
CAM
917
Cozad Asset Management
Illinois
$415K -$25.2K -50 -5%
PCM
918
Penserra Capital Management
California
$412K +$4.54K +9 +1%
KCP
919
Kera Capital Partners
California
$410K – – –
TCM
920
Tributary Capital Management
Nebraska
$407K -$17.6K -35 -4%
BFS
921
Bradley Foster & Sargent
Connecticut
$407K – – –
4WM
922
4J Wealth Management
Virginia
$406K – – –
GVAG
923
Great Valley Advisor Group
Delaware
$404K – – –
MYAM
924
Meiji Yasuda Asset Management
Japan
$400K +$32.8K +65 +8%
SCM
925
Shelton Capital Management
Colorado
$399K -$11.1K -22 -3%
35 36
37
38 39