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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1076
Claret Asset Management
Quebec, Canada
$244K -$8.04K -17 -3%
DWM
1077
Drive Wealth Management
Utah
$244K +$264K +559 New
MCM
1078
Manchester Capital Management
Vermont
$244K +$2.84K +6 +1%
AAM
1079
Ackerman Asset Management
Maryland
$244K +$264K +559 New
EC
1080
EntryPoint Capital
New York
$244K +$264K +559 New
MF
1081
Magnetar Financial
Illinois
$242K +$264K +559 New
HR
1082
Howe & Rusling
New York
$241K -$1.42K -3 -0.5%
BTWM
1083
Baker Tilly Wealth Management
Wisconsin
$240K -$10.4K -22 -4%
CI
1084
Conning Inc
Connecticut
$240K -$140K -297 -35%
PCP
1085
Panoramic Capital Partners
Oregon
$240K -$946 -2 -0.4%
TWM
1086
TRB Wealth Management
Texas
$240K +$260K +549 New
CPA
1087
Capital Performance Advisors
California
$239K +$259K +548 New
FM
1088
Family Management
New York
$239K +$259K +548 New
TPI
1089
Trust Point Inc
Wisconsin
$239K +$13.7K +29 +6%
HCM
1090
Howard Capital Management
Georgia
$239K -$229K -485 -47%
EFM
1091
E Fund Management
China
$239K +$259K +547 New
VCM
1092
Versant Capital Management
Arizona
$236K +$53.9K +114 +27%
SIA
1093
Soltis Investment Advisors
Utah
$236K +$256K +541 New
PWP
1094
Principle Wealth Partners
Connecticut
$236K +$2.37K +5 +0.9%
BGDI
1095
BW Gestao de Investimentos
Brazil
$235K +$255K +539 New
BPWM
1096
BCS Private Wealth Management
New Jersey
$234K +$254K +536 New
SPC
1097
Sigma Planning Corp
Michigan
$233K +$253K +534 New
CWM
1098
CMH Wealth Management
New Hampshire
$233K – – –
GLA
1099
Great Lakes Advisors
Illinois
$232K -$80.4K -170 -24%
DIM
1100
Delta Investment Management
California
$232K – – –
42 43
44
45 46