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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1101
Stance Capital
Massachusetts
$184K +$185K +388 New
CCA
1102
Catalyst Capital Advisors
New York
$172K +$137K +288 +384%
PFBT
1103
Parkside Financial Bank & Trust
Missouri
$166K +$3.82K +8 +2%
TPCW
1104
TD Private Client Wealth
New York
$166K -$1.23M -2,582 -88%
ICM
1105
Islay Capital Management
Texas
$153K -$32.9K -69 -18%
MTC
1106
Matrix Trust Company
Colorado
$153K +$155K +324 New
SC
1107
SouthState Corp
Florida
$152K – – –
SIC
1108
Salem Investment Counselors
North Carolina
$148K -$2.86K -6 -2%
CA
1109
CoreCap Advisors
Michigan
$144K +$3.82K +8 +3%
JFA
1110
JNBA Financial Advisors
Minnesota
$142K – – –
BCM
1111
Berbice Capital Management
New York
$142K +$143K +300 New
HCP
1112
Hexagon Capital Partners
Arkansas
$141K -$12.9K -27 -8%
EB
1113
Eastern Bank
Massachusetts
$140K – – –
BTI
1114
Blue Trust Inc
Georgia
$134K -$574K -1,202 -81%
GWM
1115
Geneos Wealth Management
Colorado
$133K +$4.77K +10 +4%
SOW
1116
State of Wyoming
Wyoming
$126K +$127K +267 New
RMC
1117
Resources Management Corp
Connecticut
$126K – – –
EPW
1118
Evergreen Private Wealth
Colorado
$122K +$477 +1 +0.4%
MAM
1119
Morse Asset Management
Connecticut
$122K +$123K +258 New
AF
1120
Advisornet Financial
Minnesota
$121K -$13.4K -28 -10%
YAL
1121
Your Advocates Ltd
Texas
$120K -$22.4K -47 -16%
NSIM
1122
North Star Investment Management
Illinois
$116K – – –
SIS
1123
Sound Income Strategies
Florida
$111K -$1.43K -3 -1%
VCM
1124
Versant Capital Management
Arizona
$110K +$74.9K +157 +207%
AIM
1125
Acropolis Investment Management
Missouri
$108K – – –
43 44
45
46 47