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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1126
Eastern Bank
Massachusetts
$137K – – –
WA
1127
WPG Advisers
Maryland
$136K -$47.2K -98 -25%
JFA
1128
JNBA Financial Advisors
Minnesota
$128K -$12K -25 -8%
AF
1129
Advisornet Financial
Minnesota
$124K +$4.82K +10 +4%
EPW
1130
Evergreen Private Wealth
Colorado
$121K +$482 +1 +0.4%
MAM
1131
Morse Asset Management
Connecticut
$121K +$482 +1 +0.4%
CSPIA
1132
Cary Street Partners Investment Advisory
Virginia
$120K +$21.7K +45 +21%
MA
1133
Montag & Associates
Georgia
$118K +$92.5K +192 +315%
YAL
1134
Your Advocates Ltd
Texas
$118K – – –
NSIM
1135
North Star Investment Management
Illinois
$114K – – –
HCP
1136
Hexagon Capital Partners
Arkansas
$111K -$27.9K -58 -20%
NAAA
1137
New Age Alpha Advisors
New York
$110K +$114K +236 New
SIS
1138
Sound Income Strategies
Florida
$109K – – –
AIM
1139
Acropolis Investment Management
Missouri
$107K +$964 +2 +0.9%
IUHSA
1140
Itau Unibanco Holding S.A.
Brazil
$105K +$108K +225 New
LFG
1141
Larson Financial Group
Missouri
$104K +$49.1K +102 +84%
CVM
1142
Cheviot Value Management
California
$102K +$106K +220 New
MLA
1143
MB, Levis & Associates
Pennsylvania
$93.1K – – –
RMC
1144
Resources Management Corp
Connecticut
$93K -$31.8K -66 -25%
ZBNA
1145
Zions Bancorporation, National Association
Utah
$91.3K +$94.4K +196 New
DMBA
1146
Deseret Mutual Benefit Administrators
Utah
$90.3K – – –
ICM
1147
Islay Capital Management
Texas
$85.2K -$67.9K -141 -44%
CMP
1148
Coston McIsaac & Partners
Maine
$84K – – –
MIHAS
1149
Maj Invest Holding A/S
Denmark
$84K – – –
TFM
1150
TFC Financial Management
Massachusetts
$82.4K -$18.8K -39 -18%
44 45
46
47 48