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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
951
United Financial Planning Group
New York
$397K – – –
EFMH
952
E Fund Management (HK)
Hong Kong
$396K +$393K +874 +87,400%
PEA
953
Park Edge Advisors
Ohio
$396K -$101K -226 -21%
PL
954
Perpetual Ltd
Australia
$389K +$113K +252 +42%
AC
955
AlphaCore Capital
California
$384K +$162K +361 +74%
BFS
956
Bradley Foster & Sargent
Connecticut
$380K – – –
LAM
957
L2 Asset Management
Massachusetts
$380K +$11.2K +25 +3%
LCM
958
Laurion Capital Management
New York
$380K +$377K +839 New
IF
959
Intrua Financial
Texas
$378K +$375K +835 New
FLPIM
960
F.L. Putnam Investment Management
Massachusetts
$374K -$7.63K -17 -2%
AOI
961
Auto-Owners Insurance
Michigan
$373K – – –
MSWM
962
McGlone Suttner Wealth Management
Wisconsin
$372K +$3.14K +7 +0.9%
ANBT
963
American National Bank & Trust
Texas
$370K – – –
BTI
964
Blue Trust Inc
Georgia
$370K -$1.8K -4 -0.5%
RA
965
Range Advisory
Virginia
$368K -$229K -511 -39%
WIC
966
Woodmont Investment Counsel
Tennessee
$368K +$3.59K +8 +1%
CAS
967
CTC Alternative Strategies
Illinois
$362K +$359K +800 New
SCM
968
Shelton Capital Management
Colorado
$361K -$18K -40 -5%
FA
969
Fagan Associates
New York
$360K – – –
GC
970
Gilbert & Cook
Iowa
$360K +$357K +795 New
GWM
971
GSB Wealth Management
Connecticut
$359K -$449 -1 -0.1%
MAM
972
McLean Asset Management
Virginia
$359K +$6.29K +14 +2%
VAF
973
Values Added Financial
District of Columbia
$359K +$7.63K +17 +2%
CW
974
CreativeOne Wealth
Kansas
$358K -$1.14M -2,547 -76%
PWMAG
975
Pinnacle Wealth Management Advisory Group
New Jersey
$357K +$6.29K +14 +2%
37 38
39
40 41