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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
701
Invictus Private Wealth
Colorado
$318K +$312K +1,140 New
IAIM
702
International Assets Investment Management
Florida
$311K +$306K +1,118 New
FNBT
703
FineMark National Bank & Trust
Florida
$311K -$9.85K -36 -3%
PAMG
704
Patton Albertson Miller Group
Tennessee
$309K – – –
PAM
705
Paradigm Asset Management
New York
$306K +$301K +1,100 New
EI
706
Ellevest Inc
New York
$306K +$69.7K +255 +30%
FC
707
Financial Consulate
Maryland
$305K +$7.66K +28 +3%
RA
708
RFG Advisory
Alabama
$304K -$4.65K -17 -2%
RRC
709
Relaxing Retirement Coach
Massachusetts
$303K – – –
ZB
710
Zions Bancorporation
Utah
$299K +$30.9K +113 +12%
IA
711
IFP Advisors
Florida
$297K -$55.5K -203 -6%
NP
712
NorthRock Partners
Minnesota
$297K +$291K +1,064 New
AWS
713
Atria Wealth Solutions
New York
$296K +$47K +172 +19%
QCG
714
Quadrant Capital Group
Ohio
$294K +$34.7K +127 +14%
SIM
715
Sentry Investment Management
Wisconsin
$293K -$9.57K -35 -3%
BCM
716
Boltwood Capital Management
California
$293K -$27.4K -100 -9%
AAS
717
Avantax Advisory Services
Texas
$292K -$119K -434 -29%
CIC
718
Carnegie Investment Counsel
Ohio
$291K +$274 +1 +0.1%
HCM
719
Howland Capital Management
Massachusetts
$291K +$1.37K +5 +0.5%
BP
720
Broadleaf Partners
Ohio
$290K – – –
OPS
721
Orion Portfolio Solutions
Nebraska
$290K +$48.1K +176 +20%
CA
722
Cornerstone Advisory
Maryland
$288K +$547 +2 +0.2%
BFS
723
Bradley Foster & Sargent
Connecticut
$287K -$12.6K -46 -4%
DWT
724
Dorsey & Whitney Trust
South Dakota
$284K +$9.85K +36 +4%
SWA
725
Stratos Wealth Advisors
Ohio
$284K +$279K +1,019 New
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