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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
951
First Horizon Advisors
Tennessee
$88K -$224K -582 -72%
CLOS
952
Compagnie Lombard Odier SCmA
Switzerland
$88K – – –
KFP
953
KB Financial Partners
New Jersey
$85K +$83.7K +217 New
BFC
954
Bedel Financial Consulting
Indiana
$79K +$1.16K +3 +2%
CFFP
955
Center for Financial Planning
Michigan
$78K – – –
EDRH
956
Edmond de Rothschild Holding
Switzerland
$78K – – –
MRCM
957
M&R Capital Management
New Jersey
$78K – – –
RIM
958
Rockbridge Investment Management
New York
$78K – – –
GWS
959
Glassman Wealth Services
Virginia
$78K +$15.4K +40 +25%
CFA
960
Carroll Financial Associates
North Carolina
$75K +$3.09K +8 +4%
PFBT
961
Parkside Financial Bank & Trust
Missouri
$72K +$1.16K +3 +2%
BAM
962
Barrett Asset Management
New York
$70K +$6.94K +18 +11%
C
963
Covestor
United Kingdom
$70K +$69K +179 New
NFG
964
Next Financial Group
Texas
$69K +$29.7K +77 +78%
JGIA
965
Jackson Grant Investment Advisers
Connecticut
$66K – – –
PCG
966
Private Capital Group
Connecticut
$65K +$1.54K +4 +2%
SC
967
Seldon Capital
California
$65K +$64K +166 New
ACA
968
Atlas Capital Advisors
Wyoming
$64.8K – – –
MC
969
Maverick Capital
Texas
$64K -$22K -57 -26%
SCM
970
Silvant Capital Management
Georgia
$61K – – –
FAG
971
Fortitude Advisory Group
Washington
$61K +$60.2K +156 New
CWC
972
Carolinas Wealth Consulting
North Carolina
$58K +$5.01K +13 +10%
BIA
973
Bell Investment Advisors
California
$54K +$4.63K +12 +9%
EWA
974
EverSource Wealth Advisors
Alabama
$51K +$51.3K +133 New
AP
975
Arlington Partners
Alabama
$48K +$47.4K +123 New
37 38
39
40 41