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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1051
Conning Inc
Connecticut
$273K +$23.4K +52 +9%
HTC
1052
Haverford Trust Company
Pennsylvania
$272K -$288K -641 -52%
CT
1053
Caldwell Trust
Florida
$272K – – –
ECM
1054
EagleClaw Capital Management
Massachusetts
$272K – – –
IA
1055
Integrity Alliance
Iowa
$271K -$18K -40 -6%
TPI
1056
Trust Point Inc
Wisconsin
$271K +$22.9K +51 +9%
FAM
1057
Fenimore Asset Management
New York
$268K – – –
SP
1058
SmartHarvest Portfolios
Washington
$268K +$31.4K +70 +13%
HCMT
1059
Highland Capital Management (Tennessee)
Tennessee
$267K – – –
FFA
1060
Fragasso Financial Advisors
Pennsylvania
$267K +$265K +589 New
MFC
1061
Morris Financial Concepts
South Carolina
$267K – – –
FCBT
1062
First Citizens Bank & Trust
North Carolina
$265K -$24.7K -55 -9%
CAM
1063
Claret Asset Management
Quebec, Canada
$264K +$10.3K +23 +4%
BGCP
1064
Bristol Gate Capital Partners
Ontario, Canada
$264K -$64.5M -143,706 -100%
SWA
1065
Sax Wealth Advisors
New Jersey
$263K -$5.39K -12 -2%
JEST
1066
JTC Employer Solutions Trustee
Jersey
$262K – – –
EWM
1067
Endowment Wealth Management
Wisconsin
$262K +$3.14K +7 +1%
CSIC
1068
Clifford Swan Investment Counsel
California
$262K -$131K -292 -34%
RPWA
1069
Regent Peak Wealth Advisors
Georgia
$262K +$7.63K +17 +3%
TWA
1070
TCI Wealth Advisors
Arizona
$262K +$24.7K +55 +11%
CAM
1071
Close Asset Management
United Kingdom
$261K -$11.2K -25 -4%
AFPL
1072
Advus Financial Partners, LLC
Florida
$260K +$41.3K +92 +19%
TWP
1073
Tyche Wealth Partners
Texas
$260K +$449 +1 +0.2%
KNW
1074
Kesler Norman & Wride
Utah
$257K -$80.8K -180 -24%
MWM
1075
Modern Wealth Management
Kansas
$257K +$255K +568 New
41 42
43
44 45