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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
701
RWA Wealth Partners
Massachusetts
$1.1M -$3.59K -8 -0.3%
GM
702
GeoWealth Management
Illinois
$1.09M -$84K -187 -7%
PA
703
Promethium Advisors
Maryland
$1.09M +$5.39K +12 +0.5%
AC
704
AXQ Capital
New Jersey
$1.08M +$1.07M +2,391 New
MAG
705
Meadowbrook Advisors Group
New Jersey
$1.07M -$44.9K -100 -4%
ST
706
Spinnaker Trust
Maine
$1.06M +$225K +500 +27%
NG
707
Novem Group
New York
$1.06M +$52.1K +116 +5%
PCA
708
Pallas Capital Advisors
Massachusetts
$1.04M +$175K +389 +20%
BCM
709
Brookstone Capital Management
Illinois
$1.04M +$87.1K +194 +9%
BMC
710
Benin Management Corp
Connecticut
$1.03M – – –
RSWM
711
Robertson Stephens Wealth Management
California
$1.02M -$86.7K -193 -8%
PCIA
712
Prime Capital Investment Advisors
Kansas
$1.01M -$94.3K -210 -9%
BPW
713
BlueDoor Private Wealth
Massachusetts
$1.01M +$15.3K +34 +2%
VCA
714
Verdence Capital Advisors
Maryland
$1M +$94.8K +211 +11%
TSWM
715
Triangle Securities Wealth Management
North Carolina
$1M +$17.5K +39 +2%
GCM
716
Genus Capital Management
British Columbia, Canada
$996K -$57K -127 -5%
GRP
717
Global Retirement Partners
California
$996K +$987K +2,198 New
PPWP
718
Premier Path Wealth Partners
New Jersey
$975K +$91.2K +203 +10%
IFWM
719
Institute for Wealth Management
Colorado
$972K -$24.3K -54 -2%
OIS
720
Okabena Investment Services
Minnesota
$971K +$53K +118 +6%
PFS
721
Prospera Financial Services
Texas
$970K +$85.3K +190 +10%
SCM
722
Sterling Capital Management
North Carolina
$963K -$3.71M -8,271 -80%
PA
723
Pinnacle Associates
New York
$963K +$570K +1,270 +148%
SW
724
Simplicity Wealth
New Jersey
$959K +$54.8K +122 +6%
WIA
725
Westbourne Investment Advisors
Maryland
$945K -$22.5K -50 -2%
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