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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
601
Lake Street Advisors Group
New Hampshire
$1M +$14.3K +37 +1%
WTA
602
Washington Trust Advisors
Massachusetts
$1M -$40.9K -106 -4%
HWMA
603
Heritage Wealth Management (Arizona)
Arizona
$1M -$24.7K -64 -2%
MCM
604
MAI Capital Management
Ohio
$1M -$6.94K -18 -0.7%
DADC
605
D.A. Davidson & Co
Montana
$995K +$151K +391 +18%
CAL
606
Capital Analysts LLC
Pennsylvania
$994K – – –
BG
607
Bahl & Gaynor
Ohio
$993K – – –
AWP
608
Accretive Wealth Partners
New Jersey
$991K -$12.7K -33 -1%
RWM
609
Rockline Wealth Management
New York
$981K +$96K +249 +11%
HI
610
Horizon Investments
North Carolina
$981K -$36.2K -94 -4%
SC
611
Savant Capital
Illinois
$977K -$290K -753 -23%
IAA
612
Independent Advisor Alliance
North Carolina
$973K +$183K +474 +24%
AAP
613
Arax Advisory Partners
Colorado
$968K -$51.7K -134 -5%
AMG
614
Asset Management Group
Connecticut
$961K – – –
CC
615
Cipher Capital
New York
$958K +$552K +1,431 +142%
RWP
616
RWA Wealth Partners
Massachusetts
$956K -$45.1K -117 -5%
PA
617
Profund Advisors
Maryland
$950K +$110K +284 +13%
QI
618
Qtron Investments
Massachusetts
$942K – – –
OC
619
Oppenheimer & Co
New York
$941K +$77.5K +201 +9%
PCIA
620
Prime Capital Investment Advisors
Kansas
$939K +$101K +262 +12%
TSWM
621
Triangle Securities Wealth Management
North Carolina
$938K -$26.6K -69 -3%
HWM
622
HB Wealth Management
Georgia
$935K +$14.7K +38 +2%
FHB
623
First Hawaiian Bank
Hawaii
$933K +$11.6K +30 +1%
GLR
624
Great Lakes Retirement
Ohio
$932K +$27.4K +71 +3%
SA
625
SRN Advisors
Pennsylvania
$911K +$41.6K +108 +5%
23 24
25
26 27