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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
976
SouthState Corp
Florida
$95.7K -$20.9K -60 -20%
NSIM
977
North Star Investment Management
Illinois
$95.3K – – –
CMP
978
Coston McIsaac & Partners
Maine
$91K +$348 +1 +0.4%
SIS
979
Sound Income Strategies
Florida
$90.6K – – –
TFM
980
TFC Financial Management
Massachusetts
$89.8K -$348 -1 -0.4%
T
981
TOBAM
France
$82K +$69.9K +201 +2,010%
MLA
982
MB, Levis & Associates
Pennsylvania
$78.1K – – –
MRCM
983
M&R Capital Management
New Jersey
$78.1K – – –
HIIFS
984
Harel Insurance Investments & Financial Services
Israel
$77K – – –
PI
985
PEAK6 Investments
Illinois
$75K -$447K -1,287 -87%
GRP
986
Global Retirement Partners
California
$73.3K -$1.04K -3 -2%
SOW
987
State of Wyoming
Wyoming
$69.1K -$28.1K -81 -31%
CAM
988
Close Asset Management
United Kingdom
$68K -$26.1K -75 -30%
SSB
989
Sandy Spring Bank
Maryland
$67.7K -$33K -95 -35%
TCWA
990
Turtle Creek Wealth Advisors
Texas
$63.7K +$56.6K +163 New
CFFP
991
Center for Financial Planning
Michigan
$61.7K – – –
SCM
992
Silvant Capital Management
Georgia
$61.3K – – –
GCGDR
993
Geo Capital Gestora de Recursos
Brazil
$61K -$5.56K -16 -9%
PGAM
994
Princeton Global Asset Management
New Jersey
$60.1K – – –
SPWM
995
Spartan Planning & Wealth Management
North Carolina
$59K -$27.8K -80 -35%
RCM
996
Raleigh Capital Management
North Carolina
$58.7K +$9.73K +28 +23%
TFIPS
997
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.6K +$52.1K +150 New
TCOV
998
Trust Company of Vermont
Vermont
$57K -$337K -971 -87%
ACA
999
Atlas Capital Advisors
Wyoming
$52.3K – – –
SIS
1000
Strategic Investment Solutions
Illinois
$52.3K +$46.6K +134 New
38 39
40
41 42