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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1076
NBT Bank
New York
$240K -$6.95K -15 -3%
WHCFA
1077
William Howard & Co Financial Advisors
Tennessee
$238K – – –
BWA
1078
Brave Warrior Advisors
New York
$236K – – –
IFG
1079
Independent Financial Group
California
$234K -$463 -1 -0.2%
EFA
1080
Edge Financial Advisors
Illinois
$233K – – –
IA
1081
IFC Advisors
California
$232K -$463 -1 -0.2%
HI
1082
Human Investing
Oregon
$231K – – –
PGFC
1083
Peapack-Gladstone Financial Corp
New Jersey
$231K -$463 -1 -0.2%
GSEP
1084
Golden State Equity Partners
California
$230K -$66.2K -143 -24%
MSE
1085
MUFG Securities EMEA
United Kingdom
$229K +$211K +456 New
GS
1086
GWN Securities
Florida
$228K +$210K +454 New
KA
1087
Klingman & Associates
New York
$227K +$210K +453 New
CCA
1088
Catalyst Capital Advisors
New York
$227K -$34.3K -74 -14%
VCM
1089
Versant Capital Management
Arizona
$226K -$8.34K -18 -4%
FWI
1090
Facet Wealth Inc
Maryland
$226K +$203K +438 New
APA
1091
Astoria Portfolio Advisors
New York
$226K +$204K +440 New
TAM
1092
Tocqueville Asset Management
New York
$226K – – –
CWM
1093
Chesapeake Wealth Management
Virginia
$226K – – –
FIA
1094
Foundations Investment Advisors
Arizona
$226K -$4.63K -10 -2%
GBT
1095
Grove Bank & Trust
Florida
$223K +$5.56K +12 +3%
QC
1096
Quent Capital
New York
$222K +$20.8K +45 +11%
VF
1097
Vest Financial
Virginia
$220K – – –
GWM
1098
Gitterman Wealth Management
New Jersey
$219K +$202K +437 New
TWM
1099
Thrive Wealth Management
Pennsylvania
$219K +$202K +437 New
AFPL
1100
Advus Financial Partners, LLC
Florida
$219K -$6.95K -15 -3%
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