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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1101
Tocqueville Asset Management
New York
$210K -$12K -25 -5%
CWM
1102
Chesapeake Wealth Management
Virginia
$210K – – –
PTC
1103
Private Trust Company
Ohio
$207K -$12K -25 -5%
PPWP
1104
Premier Path Wealth Partners
New Jersey
$207K +$214K +444 New
SC
1105
SouthState Corp
Florida
$206K +$57.8K +120 +37%
VF
1106
Vest Financial
Virginia
$204K +$212K +439 New
FAFN
1107
First Affirmative Financial Network
Colorado
$204K -$11.1K -23 -5%
IIM
1108
Ipswich Investment Management
Massachusetts
$203K +$210K +435 New
BSHC
1109
Breed's Hill Capital
Massachusetts
$202K +$209K +434 New
GBT
1110
Grove Bank & Trust
Florida
$201K – – –
SIM
1111
Sentry Investment Management
Wisconsin
$201K -$72.3K -150 -23%
GC
1112
Gilbert & Cook
Iowa
$200K +$3.37K +7 +2%
CBT
1113
Crews Bank & Trust
Florida
$196K – – –
AT
1114
Arlington Trust
Alabama
$193K – – –
AP
1115
Atwood & Palmer
Missouri
$186K -$193K -400 -50%
B
1116
Birchbrook
Maine
$186K – – –
AIP
1117
Arrowpoint Investment Partners
Singapore
$186K +$192K +398 +19,900%
RF
1118
Rossby Financial
Florida
$186K -$13K -27 -6%
QC
1119
Quent Capital
New York
$186K -$1.93K -4 -1%
PFBT
1120
Parkside Financial Bank & Trust
Missouri
$180K +$17.3K +36 +10%
TPCW
1121
TD Private Client Wealth
New York
$176K +$13.5K +28 +8%
CSP
1122
Cary Street Partners
Virginia
$170K -$13K -27 -7%
CA
1123
CoreCap Advisors
Michigan
$157K +$16.4K +34 +11%
SIC
1124
Salem Investment Counselors
North Carolina
$149K +$4.34K +9 +3%
BCM
1125
Berbice Capital Management
New York
$140K – – –
43 44
45
46 47