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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
1001
Zions Bancorporation, National Association
Utah
$370K -$48.8K -100 -12%
CA
1002
Carson Advisory
Georgia
$368K – – –
CGPCS
1003
Capital Group Private Client Services
California
$365K – – –
SI
1004
Stephens Inc
Arkansas
$364K +$62K +127 +22%
ACM
1005
Advisors Capital Management
New Jersey
$363K +$107K +220 +45%
SPA
1006
Sherbrooke Park Advisers
New York
$361K +$345K +707 New
WANY
1007
Wealthspire Advisors (New York)
New York
$359K +$218K +446 +174%
PFA
1008
Plotkin Financial Advisors
Maryland
$359K – – –
GLA
1009
Great Lakes Advisors
Illinois
$358K +$3.9K +8 +1%
BCM
1010
Boltwood Capital Management
California
$358K -$9.76K -20 -3%
ITFISA
1011
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$358K – – –
OWA
1012
Outlook Wealth Advisors
Texas
$354K -$10.2K -21 -3%
MPW
1013
MASECO Private Wealth
$353K +$337K +690 New
ACGA
1014
Atlanta Consulting Group Advisors
Georgia
$352K +$57.1K +117 +20%
RHJA
1015
Rice Hall James & Associates
California
$352K – – –
PCM
1016
Prelude Capital Management
New York
$351K +$336K +688 New
QWP
1017
Quotient Wealth Partners
Texas
$351K +$976 +2 +0.3%
SIC
1018
Salem Investment Counselors
North Carolina
$351K – – –
PWPS
1019
Pinnacle Wealth Planning Services
Ohio
$349K +$5.37K +11 +2%
GFP
1020
Gryphon Financial Partners
Ohio
$349K -$2.44K -5 -0.7%
HFM
1021
Harvest Fund Management
China
$346K – – –
BWP
1022
Balboa Wealth Partners
Arizona
$344K -$33.2K -68 -9%
BFO
1023
Boston Family Office
Massachusetts
$343K – – –
CAM
1024
Close Asset Management
United Kingdom
$342K -$24.4K -50 -7%
GIA
1025
Gladstone Institutional Advisory
Florida
$340K -$26.3K -54 -8%
39 40
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