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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
926
Harbour Investments
Wisconsin
$423K +$184K +389 +67%
PIM
927
Penobscot Investment Management
Massachusetts
$421K – – –
SC
928
Shearwater Capital
Colorado
$421K – – –
CCWM
929
Correct Capital Wealth Management
Missouri
$420K -$473 -1 -0.1%
AWM
930
Aprio Wealth Management
Georgia
$418K -$38.8K -82 -8%
NS
931
NBC Securities
Alabama
$417K -$79.9K -169 -15%
TBC
932
Ted Buchan & Co
California
$417K – – –
SI
933
Severin Investments
Missouri
$416K +$451K +954 New
BBI
934
Baxter Bros Inc
Connecticut
$414K -$10.9K -23 -2%
WPC
935
White Pine Capital
Minnesota
$413K -$43.5K -92 -9%
HCM
936
Hutner Capital Management
Vermont
$412K – – –
GLF
937
Groupe la Francaise
France
$406K -$13.7K -29 -3%
AWP
938
Abacus Wealth Partners
California
$405K -$66.7K -141 -13%
HAG
939
HighPoint Advisor Group
Illinois
$404K -$1.97M -4,158 -82%
BEAM
940
Baker Ellis Asset Management
Washington
$401K – – –
RZH
941
Relyea Zuckerberg Hanson
Connecticut
$399K -$23.7K -50 -5%
FFA
942
Fi3 Financial Advisors
Indiana
$395K +$428K +905 New
GKFF
943
George Kaiser Family Foundation
Oklahoma
$394K – – –
PGCM
944
Prescott Group Capital Management
Oklahoma
$394K – – –
PFPG
945
Pinnacle Financial Partners (Georgia)
Georgia
$393K +$9.46K +20 +2%
SB
946
Sunflower Bank
Texas
$388K +$946 +2 +0.2%
PCM
947
Penserra Capital Management
California
$385K +$12.8K +27 +3%
UFPG
948
United Financial Planning Group
New York
$383K +$19.4K +41 +5%
PA
949
PFG Advisors
Arizona
$381K +$27.9K +59 +7%
NRC
950
New Republic Capital
North Carolina
$380K -$8.52K -18 -2%
36 37
38
39 40