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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
651
Castle Rock Wealth Management
California
$411K – – –
WKWM
652
Walter & Keenan Wealth Management
Indiana
$408K +$1.45K +5 +0.3%
FTDI
653
First Trust Direct Indexing
Massachusetts
$407K -$8.13K -28 -2%
CIA
654
Choate Investment Advisors
Massachusetts
$404K +$58.1K +200 +14%
FNA
655
First National Advisers
Nebraska
$394K +$150K +515 +47%
HCMT
656
Highland Capital Management (Tennessee)
Tennessee
$393K -$33.4K -115 -7%
IFWM
657
Institute for Wealth Management
Colorado
$390K -$4.65K -16 -1%
CCM
658
CTC Capital Management
Illinois
$389K +$465K +1,600 New
ST
659
Spinnaker Trust
Maine
$385K – – –
CPA
660
Capital Planning Advisors
California
$380K -$439K -1,510 -49%
MM
661
MQS Management
New York
$376K +$46.5K +160 +12%
SWM
662
Sendero Wealth Management
Texas
$376K +$449K +1,545 New
CRC
663
Curi RMB Capital
Illinois
$375K -$1.74K -6 -0.4%
BL
664
Balentine LLC
Georgia
$375K +$216K +743 +93%
NL
665
NVWM LLC
Pennsylvania
$374K -$277K -955 -38%
PCA
666
Personal Capital Advisors
California
$372K +$1.74K +6 +0.4%
FMAEN1
667
Fund Management at Engine No 1
California
$369K -$30.2K -104 -6%
MCM
668
Maple Capital Management
Vermont
$366K -$5.52K -19 -2%
GLA
669
Great Lakes Advisors
Illinois
$365K +$8.13K +28 +2%
BDA
670
Borer Denton & Associates
Pennsylvania
$365K – – –
AAS
671
Avantax Advisory Services
Texas
$360K -$239K -823 -36%
SVWAG
672
Sound View Wealth Advisors Group
Georgia
$359K – – –
CFGS
673
Concourse Financial Group Securities
Alabama
$355K -$9.01K -31 -2%
BAM
674
Brave Asset Management
New Jersey
$354K – – –
LSA
675
Leonteq Securities AG
Switzerland
$351K +$208K +715 +98%
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27
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