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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
951
Bradley Foster & Sargent
Connecticut
$380K – – –
LAM
952
L2 Asset Management
Massachusetts
$380K +$11.2K +25 +3%
LCM
953
Laurion Capital Management
New York
$380K +$377K +839 New
IF
954
Intrua Financial
Texas
$378K +$375K +835 New
FLPIM
955
F.L. Putnam Investment Management
Massachusetts
$374K -$7.63K -17 -2%
AOI
956
Auto-Owners Insurance
Michigan
$373K – – –
MSWM
957
McGlone Suttner Wealth Management
Wisconsin
$372K +$3.14K +7 +0.9%
ANBT
958
American National Bank & Trust
Texas
$370K – – –
BTI
959
Blue Trust Inc
Georgia
$370K -$1.8K -4 -0.5%
WIC
960
Woodmont Investment Counsel
Tennessee
$368K +$3.59K +8 +1%
CAS
961
CTC Alternative Strategies
Illinois
$362K +$359K +800 New
SCM
962
Shelton Capital Management
Colorado
$361K -$18K -40 -5%
FA
963
Fagan Associates
New York
$360K – – –
GC
964
Gilbert & Cook
Iowa
$360K +$357K +795 New
GWM
965
GSB Wealth Management
Connecticut
$359K -$449 -1 -0.1%
MAM
966
McLean Asset Management
Virginia
$359K +$6.29K +14 +2%
VAF
967
Values Added Financial
District of Columbia
$359K +$7.63K +17 +2%
CW
968
CreativeOne Wealth
Kansas
$358K -$1.14M -2,547 -76%
PWMAG
969
Pinnacle Wealth Management Advisory Group
New Jersey
$357K +$6.29K +14 +2%
SIA
970
Soltis Investment Advisors
Utah
$354K +$108K +240 +44%
MYAM
971
Meiji Yasuda Asset Management
Japan
$354K -$29.2K -65 -8%
CP
972
Castleview Partners
Texas
$353K -$7.63K -17 -2%
JTWM
973
Jackson Thornton Wealth Management
Alabama
$353K +$350K +779 New
AU
974
AlphaGrep UK
$352K +$60.6K +135 +21%
HT
975
Heritage Trust
Oklahoma
$352K – – –
37 38
39
40 41