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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
926
Balboa Wealth Partners
Arizona
$378K +$2.41K +5 +0.6%
AA
927
Alta Advisers
United Kingdom
$378K +$145K +300 +59%
MSWM
928
McGlone Suttner Wealth Management
Wisconsin
$377K +$30.8K +64 +9%
WWM
929
Western Wealth Management
Colorado
$376K -$6.75K -14 -2%
PWMAG
930
Pinnacle Wealth Management Advisory Group
New Jersey
$376K +$5.78K +12 +2%
FLPIM
931
F.L. Putnam Investment Management
Massachusetts
$375K -$23.6K -49 -6%
DBRC
932
D.B. Root & Company
Pennsylvania
$375K -$17.3K -36 -4%
GWM
933
GSB Wealth Management
Connecticut
$374K +$3.37K +7 +0.9%
BBP
934
Banco BTG Pactual
Brazil
$373K – – –
WIC
935
Woodmont Investment Counsel
Tennessee
$373K – – –
VAF
936
Values Added Financial
District of Columbia
$370K +$14.9K +31 +4%
OF
937
Optimize Financial
California
$369K +$43.8K +91 +13%
CAU
938
Caxton Associates (UK)
$368K +$381K +790 New
IC
939
Iconiq Capital
California
$366K +$80K +166 +27%
BTI
940
Blue Trust Inc
Georgia
$365K +$241K +501 +177%
SS
941
Sunbelt Securities
Texas
$363K +$326K +677 +657%
AWM
942
Accurate Wealth Management
Florida
$362K +$85.8K +178 +27%
HT
943
Heritage Trust
Oklahoma
$361K – – –
HCMT
944
Highland Capital Management (Tennessee)
Tennessee
$360K – – –
PCM
945
Penserra Capital Management
California
$358K -$175K -363 -32%
PA
946
PFG Advisors
Arizona
$357K -$41.4K -86 -10%
PWPS
947
Pinnacle Wealth Planning Services
Ohio
$355K +$31.3K +65 +9%
GWANC
948
Guardian Wealth Advisors (North Carolina)
North Carolina
$354K +$366K +760 New
IBOK
949
Independence Bank of Kentucky
Kentucky
$353K – – –
BCM
950
Boltwood Capital Management
California
$352K -$26.5K -55 -7%
36 37
38
39 40