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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
951
Castleview Partners
Texas
$431K +$23.4K +48 +6%
BFS
952
Bradley Foster & Sargent
Connecticut
$430K -$6.34K -13 -2%
ATPW
953
Ashton Thomas Private Wealth
Arizona
$430K +$4.88K +10 +1%
SCM
954
Shelton Capital Management
Colorado
$428K – – –
4WM
955
4J Wealth Management
Virginia
$427K -$7.32K -15 -2%
UFPG
956
United Financial Planning Group
New York
$427K -$208K -427 -34%
ANBT
957
American National Bank & Trust
Texas
$423K +$5.37K +11 +1%
TPWA
958
Twin Peaks Wealth Advisors
California
$423K +$10.2K +21 +2%
WWM
959
Western Wealth Management
Colorado
$422K -$976 -2 -0.2%
PA
960
Pinnacle Associates
New York
$421K -$6.83K -14 -2%
AOI
961
Auto-Owners Insurance
Michigan
$420K – – –
FFM
962
Forum Financial Management
Illinois
$419K +$5.37K +11 +1%
TCM
963
Tributary Capital Management
Nebraska
$419K -$17.1K -35 -4%
GVAG
964
Great Valley Advisor Group
Delaware
$418K -$13.7K -28 -3%
PA
965
PFG Advisors
Arizona
$416K -$394K -807 -50%
IWC
966
Integrated Wealth Concepts
Massachusetts
$416K -$481K -986 -55%
MSWM
967
McGlone Suttner Wealth Management
Wisconsin
$416K +$1.95K +4 +0.5%
PCA
968
Pallas Capital Advisors
Massachusetts
$414K -$51.2K -105 -11%
WIC
969
Woodmont Investment Counsel
Tennessee
$414K – – –
CGL
970
Clarius Group LLC
Washington
$412K – – –
VAF
971
Values Added Financial
District of Columbia
$411K -$4.88K -10 -1%
GWM
972
GSB Wealth Management
Connecticut
$408K +$976 +2 +0.3%
SGAM
973
Smith Group Asset Management
Texas
$407K +$389K +797 New
FA
974
Fagan Associates
New York
$406K +$388K +795 New
MAM
975
McLean Asset Management
Virginia
$405K -$2.93K -6 -0.8%
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