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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1201
MB, Levis & Associates
Pennsylvania
$90.6K – – –
BC
1202
Burnham & Co
Michigan
$90.6K +$89.8K +200 New
RFG
1203
REAP Financial Group
Texas
$88.4K +$898 +2 +1%
HFM
1204
Harvest Fund Management
China
$85K – – –
ICM
1205
Islay Capital Management
Texas
$82.9K – – –
EP
1206
Evelyn Partners
$81.1K +$80.4K +179 New
CMP
1207
Coston McIsaac & Partners
Maine
$80K – – –
DWM
1208
Dogwood Wealth Management
Kansas
$79.7K -$125K -278 -61%
MA
1209
Montag & Associates
Georgia
$79.3K – – –
GWM
1210
Geneos Wealth Management
Colorado
$78.8K – – –
YAL
1211
Your Advocates Ltd
Texas
$77.4K – – –
EDRH
1212
Edmond de Rothschild Holding
Switzerland
$74.7K +$74.1K +165 New
PTC
1213
Private Trust Company
Ohio
$71.1K -$6.29K -14 -8%
SCM
1214
Silvant Capital Management
Georgia
$71.1K – – –
KFAS
1215
Keating Financial Advisory Services
Kansas
$71.1K +$23.4K +52 +50%
PB
1216
Prosperity Bancshares
Texas
$70.7K -$71.9K -160 -51%
VFM
1217
Vision Financial Markets
Connecticut
$64.3K – – –
WETS
1218
Wealth Enhancement Trust Services
South Dakota
$63.9K +$17.5K +39 +38%
HFS
1219
Horizon Financial Services
North Carolina
$63.9K +$19.3K +43 +44%
BIA
1220
Bell Investment Advisors
California
$60.7K -$8.53K -19 -12%
FMII
1221
Farmers & Merchants Investments Inc
Nebraska
$58.9K -$4.94K -11 -8%
1CP
1222
1015 Capital Partners
Pennsylvania
$58.9K +$449 +1 +0.8%
PJC
1223
Phillip James Consulting
Minnesota
$56.6K – – –
PMFA
1224
Plante Moran Financial Advisors
Michigan
$56.6K – – –
PWAM
1225
Private Wealth Asset Management
Iowa
$54.8K – – –
47 48
49
50 51