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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
676
Central Trust Company
Missouri
$1.47M +$100K +205 +8%
BAM
677
Belpointe Asset Management
Nevada
$1.47M +$1.4M +2,878 New
SC
678
Stance Capital
Massachusetts
$1.47M +$122K +250 +10%
CCG
679
Cypress Capital Group
Florida
$1.46M -$87.8K -180 -6%
AWP
680
Accretive Wealth Partners
New Jersey
$1.43M -$3.9K -8 -0.3%
MG
681
Marex Group
$1.43M +$1.08M +2,223 +383%
AA
682
Advisory Alpha
Michigan
$1.43M +$141K +289 +12%
MWM
683
MOKAN Wealth Management
Kansas
$1.41M +$1.35M +2,769 New
SC
684
Syon Capital
California
$1.41M +$237K +485 +21%
HBT
685
Hills Bank & Trust
Iowa
$1.41M -$18.5K -38 -1%
EWM
686
Evermay Wealth Management
Virginia
$1.4M – – –
PPA
687
Pilgrim Partners Asia
Singapore
$1.4M -$327K -670 -20%
WPC
688
Wedmont Private Capital
Pennsylvania
$1.39M +$54.2K +111 +4%
AFCM
689
Applied Finance Capital Management
Puerto Rico
$1.38M +$192K +394 +17%
IAA
690
Independent Advisor Alliance
North Carolina
$1.35M -$77.6K -159 -6%
CG
691
Cynosure Group
Utah
$1.34M +$443K +909 +53%
GI
692
GAMMA Investing
California
$1.34M -$162K -333 -11%
A
693
AlphaQuest
New York
$1.34M +$54.6K +112 +4%
LA
694
LVW Advisors
New York
$1.33M +$79.5K +163 +7%
RSWM
695
Robertson Stephens Wealth Management
California
$1.33M +$9.27K +19 +0.7%
KFI
696
Key Financial Inc
Pennsylvania
$1.31M -$1.95K -4 -0.2%
WTA
697
Washington Trust Advisors
Massachusetts
$1.31M -$59K -121 -5%
ST
698
Smithfield Trust
Pennsylvania
$1.3M +$4.39K +9 +0.4%
AIM
699
Anchor Investment Management
South Carolina
$1.3M – – –
WA
700
Waverly Advisors
Alabama
$1.29M +$852K +1,747 +222%
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