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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
926
Pinnacle Associates
New York
$399K -$53.9K -107 -11%
ATPW
927
Ashton Thomas Private Wealth
Arizona
$396K +$17.1K +34 +4%
WWM
928
Western Wealth Management
Colorado
$394K -$9.58K -19 -2%
ZBNA
929
Zions Bancorporation, National Association
Utah
$393K +$235K +466 +130%
AOI
930
Auto-Owners Insurance
Michigan
$392K -$55.5K -110 -12%
ANBT
931
American National Bank & Trust
Texas
$390K – – –
MYIA
932
Mount Yale Investment Advisors
Colorado
$388K +$220K +437 +116%
VAF
933
Values Added Financial
District of Columbia
$388K +$5.04K +10 +1%
MSWM
934
McGlone Suttner Wealth Management
Wisconsin
$387K +$6.55K +13 +2%
AA
935
Alta Advisers
United Kingdom
$386K – – –
WIC
936
Woodmont Investment Counsel
Tennessee
$386K +$2.52K +5 +0.6%
FFM
937
Forum Financial Management
Illinois
$386K +$71.1K +141 +21%
CGL
938
Clarius Group LLC
Washington
$384K -$282K -560 -41%
KWM
939
Kingsview Wealth Management
Oregon
$383K +$14.1K +28 +4%
GWM
940
GSB Wealth Management
Connecticut
$380K – – –
CP
941
Castleview Partners
Texas
$379K -$26.7K -53 -6%
WA
942
Waverly Advisors
Alabama
$375K -$111K -221 -22%
PPWP
943
Premier Path Wealth Partners
New Jersey
$375K +$21.7K +43 +6%
GWANC
944
Guardian Wealth Advisors (North Carolina)
North Carolina
$372K -$504 -1 -0.1%
PWMAG
945
Pinnacle Wealth Management Advisory Group
New Jersey
$370K -$48.4K -96 -11%
HT
946
Heritage Trust
Oklahoma
$369K – – –
MAM
947
McLean Asset Management
Virginia
$368K – – –
CFG
948
Copley Financial Group
California
$363K +$384K +762 New
IBOK
949
Independence Bank of Kentucky
Kentucky
$361K – – –
BWP
950
Balboa Wealth Partners
Arizona
$354K +$9.07K +18 +2%
36 37
38
39 40