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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1026
Geller Advisors
New York
– -$243K -721 Closed
IHL
1027
Investment House LLC
California
– -$243K -720 Closed
WKSWA
1028
White Knight Strategic Wealth Advisors
New Jersey
– -$240K -710 Closed
FFG
1029
Fortem Financial Group
California
– -$238K -705 Closed
MLA
1030
My Legacy Advisors
Oregon
– -$237K -702 Closed
OPS
1031
Orion Portfolio Solutions
Nebraska
– -$236K -700 Closed
GIA
1032
Guyasuta Investment Advisors
Pennsylvania
– -$231K -686 Closed
CSIC
1033
Clifford Swan Investment Counsel
California
– -$227K -674 Closed
ABC
1034
Associated Banc-Corp
Wisconsin
– -$227K -673 Closed
WP
1035
WMS Partners
Maryland
– -$227K -673 Closed
FAT
1036
First American Trust
California
– -$225K -666 Closed
LHC
1037
Little House Capital
Massachusetts
– -$223K -661 Closed
FFA
1038
First Foundation Advisors
California
– -$222K -658 Closed
PI
1039
Putnam Investments
Massachusetts
– -$221K -656 Closed
TC
1040
TAP Consulting
Missouri
– -$220K -652 Closed
BSW
1041
Buckingham Strategic Wealth
Missouri
– -$219K -649 Closed
SC
1042
Saybrook Capital
North Carolina
– -$217K -643 Closed
ZCA
1043
Zeke Capital Advisors
Pennsylvania
– -$214K -636 Closed
DADC
1044
D.A. Davidson & Co
Montana
– -$215K -635 Closed
SL
1045
Summitry LLC
California
– -$214K -634 Closed
TCBWMS
1046
Texas Capital Bank Wealth Management Services
Texas
– -$214K -634 Closed
RMDI
1047
R.M. Davis Inc
Maine
– -$213K -630 Closed
TAM
1048
Tocqueville Asset Management
New York
– -$213K -630 Closed
MOS
1049
MGO One Seven
Ohio
– -$212K -627 Closed
DT
1050
Diversified Trust
Tennessee
– -$210K -621 Closed
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