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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Anchor Investment Management
South Carolina
$1.02M +$62K +220 +7%
AIM
502
Aigen Investment Management
New York
$1.02M -$466K -1,654 -33%
BIAS
503
Beacon Investment Advisory Services
New Jersey
$1.02M -$1.97K -7 -0.2%
RC
504
Roundview Capital
New Jersey
$1.02M +$1.41K +5 +0.1%
S
505
SignatureFD
Georgia
$1.02M +$24.2K +86 +3%
HBT
506
Hills Bank & Trust
Iowa
$1.01M -$5.07K -18 -0.5%
ECM
507
Everence Capital Management
Indiana
$1.01M
AMG
508
Asset Management Group
Connecticut
$1M
BWA
509
Brave Warrior Advisors
New York
$979K
HPC
510
HM Payson & Co
Maine
$970K -$7.32K -26 -0.8%
GT
511
Greenleaf Trust
Michigan
$958K +$88.7K +315 +11%
EWA
512
Exencial Wealth Advisors
Oklahoma
$956K
PP
513
Paloma Partners
Connecticut
$949K -$1.99M -7,077 -69%
CW
514
CreativeOne Wealth
Kansas
$948K +$184K +653 +26%
LOPW
515
Live Oak Private Wealth
North Carolina
$944K +$199K +705 +29%
SPIA
516
Steward Partners Investment Advisory
New York
$937K +$69.8K +248 +9%
AC
517
Athanor Capital
New York
$931K -$1.8M -6,379 -67%
FC
518
Ferris Capital
Massachusetts
$929K +$251K +891 +40%
IIC
519
Ironwood Investment Counsel
Arizona
$928K
Caisse de Depot et Placement du Quebec (CDPQ)
520
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$926K -$21.1K -75 -2%
TC
521
Telemus Capital
Michigan
$919K +$99.4K +353 +14%
ASN
522
Advisory Services Network
Georgia
$907K +$58K +206 +7%
MSAM
523
Moloney Securities Asset Management
Missouri
$904K -$20.3K -72 -2%
BRWA
524
B. Riley Wealth Advisors
Florida
$903K +$851K +3,021 New
EWA
525
Encompass Wealth Advisors
Oregon
$891K