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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
926
Fort Point Capital Partners
California
$418K -$4.17K -9 -1%
ANBT
927
American National Bank & Trust
Texas
$410K – – –
P
928
Pitcairn
Pennsylvania
$408K -$36.1K -78 -9%
CAG
929
Crestwood Advisors Group
Massachusetts
$407K +$79.7K +172 +27%
AA
930
Alta Advisers
United Kingdom
$407K – – –
WIC
931
Woodmont Investment Counsel
Tennessee
$404K +$2.32K +5 +0.6%
VAF
932
Values Added Financial
District of Columbia
$403K +$4.17K +9 +1%
BBP
933
Banco BTG Pactual
Brazil
$401K – – –
FAIM
934
Financial Advocates Investment Management
Washington
$401K -$95.4K -206 -20%
ATPW
935
Ashton Thomas Private Wealth
Arizona
$400K +$26.4K +57 +8%
MSWM
936
McGlone Suttner Wealth Management
Wisconsin
$400K -$5.56K -12 -1%
GWM
937
GSB Wealth Management
Connecticut
$400K -$2.78K -6 -0.7%
OF
938
Optimize Financial
California
$395K -$1.85K -4 -0.5%
BHCM
939
Brevan Howard Capital Management
Jersey
$393K -$4.18M -9,024 -92%
GWANC
940
Guardian Wealth Advisors (North Carolina)
North Carolina
$392K +$10.2K +22 +3%
FC
941
FORA Capital
Florida
$390K +$360K +778 New
KWM
942
Kingsview Wealth Management
Oregon
$389K -$51.9K -112 -13%
HT
943
Heritage Trust
Oklahoma
$389K – – –
MYAM
944
Meiji Yasuda Asset Management
Japan
$388K -$858K -1,853 -71%
HCMT
945
Highland Capital Management (Tennessee)
Tennessee
$388K – – –
GFP
946
Gryphon Financial Partners
Ohio
$385K +$22.2K +48 +7%
IBOK
947
Independence Bank of Kentucky
Kentucky
$380K – – –
MAM
948
McLean Asset Management
Virginia
$379K +$10.7K +23 +3%
CAM
949
Close Asset Management
United Kingdom
$376K – – –
PPWP
950
Premier Path Wealth Partners
New Jersey
$373K +$139K +300 +68%
36 37
38
39 40