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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1001
Advantage Trust Company
Kansas
$51.9K +$46.2K +133 New
DMBA
1002
Deseret Mutual Benefit Administrators
Utah
$51.6K -$21.2K -61 -32%
BIA
1003
Bell Investment Advisors
California
$51.2K +$2.08K +6 +5%
DJSG
1004
D.J. St. Germain
Massachusetts
$50.8K – – –
CWC
1005
Carolinas Wealth Consulting
North Carolina
$50.4K – – –
FMII
1006
Farmers & Merchants Investments Inc
Nebraska
$50.4K – – –
HH
1007
HWG Holdings
Texas
$50K – – –
AP
1008
Arlington Partners
Alabama
$48K -$10.4K -30 -20%
QL
1009
Quarry LP
New York
$44.1K +$2.43K +7 +7%
LSA
1010
Leonteq Securities AG
Switzerland
$44.1K +$39.3K +113 New
AGWCA
1011
Annis Gardner Whiting Capital Advisors
Florida
$43K – – –
CSB
1012
City State Bank
Iowa
$41K – – –
GWM
1013
Geneos Wealth Management
Colorado
$40.6K -$6.6K -19 -15%
AA
1014
Ancora Advisors
Ohio
$40K – – –
SWM
1015
Spire Wealth Management
Virginia
$39.8K +$348 +1 +1%
CWM
1016
Compass Wealth Management
Connecticut
$39.8K – – –
WPA
1017
West Paces Advisors
Georgia
$38.7K +$8.34K +24 +32%
MCM
1018
MV Capital Management
Maryland
$37.5K +$2.43K +7 +8%
SWM
1019
Sugarloaf Wealth Management
Georgia
$34K – – –
OAJ
1020
Ogorek Anthony Joseph
New York
$32K – – –
C
1021
Covestor
United Kingdom
$32K +$348 +1 +1%
KI
1022
Kapitalo Investimentos
Brazil
$31.2K -$21.5K -62 -44%
CAC
1023
Core Alternative Capital
Georgia
$30.5K -$5.91K -17 -18%
SS
1024
Sunbelt Securities
Texas
$29.3K – – –
OIAM
1025
OFI Invest Asset Management
France
$29K +$1.04K +3 +4%
39 40
41
42 43