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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1026
Childress Capital Advisors
Texas
$339K +$2.44K +5 +0.8%
CASB
1027
Cape Ann Savings Bank
Massachusetts
$337K – – –
BWP
1028
Baldwin Wealth Partners
Massachusetts
$336K – – –
RIL
1029
Rothschild Investment LLC
Illinois
$333K +$1.95K +4 +0.6%
NP
1030
NorthRock Partners
Minnesota
$332K -$900K -1,845 -74%
SP
1031
SmartHarvest Portfolios
Washington
$332K +$317K +649 New
HIP
1032
HUB Investment Partners
Texas
$331K +$52.2K +107 +20%
WHC
1033
Wulff, Hansen & Co
California
$329K -$22K -45 -7%
SC
1034
Saybrook Capital
North Carolina
$328K – – –
DF
1035
Dunhill Financial
United Kingdom
$327K +$976 +2 +0.3%
CAM
1036
Cypress Asset Management
Texas
$326K -$3.9K -8 -1%
BWM
1037
Baron Wealth Management
Michigan
$325K +$14.6K +30 +5%
AIM
1038
Advyzon Investment Management
Illinois
$324K +$92.7K +190 +43%
IA
1039
Integrity Alliance
Iowa
$321K +$306K +628 New
PFA
1040
Pathway Financial Advisors
Vermont
$320K – – –
BHIA
1041
Birch Hill Investment Advisors
Massachusetts
$317K – – –
MFG
1042
Magnus Financial Group
New York
$317K +$3.42K +7 +1%
TLCM
1043
Twin Lakes Capital Management
California
$317K – – –
SFO
1044
Stokes Family Office
Louisiana
$315K +$301K +617 New
SWA
1045
Sax Wealth Advisors
New Jersey
$314K +$16.1K +33 +6%
PWC
1046
Pathfinder Wealth Consulting
North Carolina
$313K +$299K +613 New
AA
1047
Alta Advisers
United Kingdom
$312K -$97.6K -200 -25%
PGFC
1048
Peapack-Gladstone Financial Corp
New Jersey
$311K -$5.37K -11 -2%
EFS
1049
Essex Financial Services
Connecticut
$309K +$45.9K +94 +18%
CT
1050
Caldwell Trust
Florida
$307K – – –
40 41
42
43 44