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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
1151
Towarzystwo Funduszy Inwestycyjnych PZU SA
$100K – – –
BCP
1152
BSN Capital Partners
United Kingdom
$99.8K – – –
MLA
1153
MB, Levis & Associates
Pennsylvania
$95.3K – – –
RMC
1154
Resources Management Corp
Connecticut
$95K – – –
BOJHT
1155
Bank of Jackson Hole Trust
Wyoming
$92.9K -$2.02K -4 -2%
DMBA
1156
Deseret Mutual Benefit Administrators
Utah
$92.4K – – –
IUHSA
1157
Itau Unibanco Holding S.A.
Brazil
$91.5K -$2.02K -4 -2%
EPW
1158
Evergreen Private Wealth
Colorado
$90.1K -$6.05K -12 -6%
ICM
1159
Islay Capital Management
Texas
$87.2K – – –
AGWCA
1160
Annis Gardner Whiting Capital Advisors
Florida
$87.2K +$4.54K +9 +5%
CMP
1161
Coston McIsaac & Partners
Maine
$86K – – –
MIHAS
1162
Maj Invest Holding A/S
Denmark
$86K – – –
RFP
1163
Root Financial Partners
California
$85.4K +$90.2K +179 New
TFM
1164
TFC Financial Management
Massachusetts
$84.3K – – –
GWM
1165
Geneos Wealth Management
Colorado
$82.9K -$243K -482 -73%
EPIM
1166
Evelyn Partners Investment Management
$81K – – –
HWM
1167
Hemington Wealth Management
Virginia
$80K +$1.01K +2 +1%
SCM
1168
Silvant Capital Management
Georgia
$74.8K – – –
RFG
1169
REAP Financial Group
Texas
$74.7K +$7.56K +15 +11%
PGAM
1170
Princeton Global Asset Management
New Jersey
$73.4K – – –
VFM
1171
Vision Financial Markets
Connecticut
$67.7K – – –
CFFP
1172
Center for Financial Planning
Michigan
$65.3K -$10.6K -21 -13%
BIA
1173
Bell Investment Advisors
California
$64.3K +$504 +1 +0.7%
RCM
1174
Raleigh Capital Management
North Carolina
$61.2K +$6.55K +13 +11%
GIM
1175
Generali Investments Management
Slovenia
$61K – – –
45 46
47
48 49