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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1051
Childress Capital Advisors
Texas
$279K -$12.1K -27 -4%
BWP
1052
BSW Wealth Partners
Colorado
$277K +$4.94K +11 +2%
AA
1053
Alta Advisers
United Kingdom
$277K – – –
MGWM
1054
Marks Group Wealth Management
Minnesota
$275K +$273K +608 New
BRWA
1055
B. Riley Wealth Advisors
Florida
$275K +$2.69K +6 +1%
CA
1056
Commerce Advisors
Tennessee
$273K +$5.39K +12 +2%
CI
1057
Conning Inc
Connecticut
$273K +$23.4K +52 +9%
HTC
1058
Haverford Trust Company
Pennsylvania
$272K -$288K -641 -52%
CT
1059
Caldwell Trust
Florida
$272K – – –
ECM
1060
EagleClaw Capital Management
Massachusetts
$272K – – –
IA
1061
Integrity Alliance
Iowa
$271K -$18K -40 -6%
TPI
1062
Trust Point Inc
Wisconsin
$271K +$22.9K +51 +9%
FAM
1063
Fenimore Asset Management
New York
$268K – – –
SP
1064
SmartHarvest Portfolios
Washington
$268K +$31.4K +70 +13%
HCMT
1065
Highland Capital Management (Tennessee)
Tennessee
$267K – – –
FFA
1066
Fragasso Financial Advisors
Pennsylvania
$267K +$265K +589 New
MFC
1067
Morris Financial Concepts
South Carolina
$267K – – –
FCBT
1068
First Citizens Bank & Trust
North Carolina
$265K -$24.7K -55 -9%
CAM
1069
Claret Asset Management
Quebec, Canada
$264K +$10.3K +23 +4%
BGCP
1070
Bristol Gate Capital Partners
Ontario, Canada
$264K -$64.5M -143,706 -100%
SWA
1071
Sax Wealth Advisors
New Jersey
$263K -$5.39K -12 -2%
JEST
1072
JTC Employer Solutions Trustee
Jersey
$262K – – –
EWM
1073
Endowment Wealth Management
Wisconsin
$262K +$3.14K +7 +1%
CSIC
1074
Clifford Swan Investment Counsel
California
$262K -$131K -292 -34%
RPWA
1075
Regent Peak Wealth Advisors
Georgia
$262K +$7.63K +17 +3%
41 42
43
44 45