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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1201
Coston McIsaac & Partners
Maine
$80K – – –
DWM
1202
Dogwood Wealth Management
Kansas
$79.7K -$125K -278 -61%
MA
1203
Montag & Associates
Georgia
$79.3K – – –
GWM
1204
Geneos Wealth Management
Colorado
$78.8K – – –
YAL
1205
Your Advocates Ltd
Texas
$77.4K – – –
EDRH
1206
Edmond de Rothschild Holding
Switzerland
$74.7K +$74.1K +165 New
PTC
1207
Private Trust Company
Ohio
$71.1K -$6.29K -14 -8%
SCM
1208
Silvant Capital Management
Georgia
$71.1K – – –
KFAS
1209
Keating Financial Advisory Services
Kansas
$71.1K +$23.4K +52 +50%
PB
1210
Prosperity Bancshares
Texas
$70.7K -$71.9K -160 -51%
VFM
1211
Vision Financial Markets
Connecticut
$64.3K – – –
WETS
1212
Wealth Enhancement Trust Services
South Dakota
$63.9K +$17.5K +39 +38%
HFS
1213
Horizon Financial Services
North Carolina
$63.9K +$19.3K +43 +44%
BIA
1214
Bell Investment Advisors
California
$60.7K -$8.53K -19 -12%
FMII
1215
Farmers & Merchants Investments Inc
Nebraska
$58.9K -$4.94K -11 -8%
1CP
1216
1015 Capital Partners
Pennsylvania
$58.9K +$449 +1 +0.8%
PJC
1217
Phillip James Consulting
Minnesota
$56.6K – – –
PMFA
1218
Plante Moran Financial Advisors
Michigan
$56.6K – – –
PWAM
1219
Private Wealth Asset Management
Iowa
$54.8K – – –
JWM
1220
JPL Wealth Management
Colorado
$54.4K +$3.14K +7 +6%
TFM
1221
TFC Financial Management
Massachusetts
$51.6K -$28.3K -63 -36%
ATC
1222
Advantage Trust Company
Kansas
$51.6K – – –
AIM
1223
Axiom Investment Management
New York
$51.2K – – –
GKIM
1224
GW&K Investment Management
Massachusetts
$51K +$14.4K +32 +40%
RCM
1225
Raleigh Capital Management
North Carolina
$48.9K -$449 -1 -0.9%
47 48
49
50 51