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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
701
Ritholtz Wealth Management
New York
$956K +$41.5K +87 +5%
SCM
702
Stonebridge Capital Management
California
$947K
EC
703
Enhancing Capital
Pennsylvania
$947K +$955K +2,000 New
CIA
704
Choate Investment Advisors
Massachusetts
$942K +$44.9K +94 +5%
RA
705
Riversedge Advisors
Delaware
$924K +$8.11K +17 +0.9%
ECM
706
Evergreen Capital Management
Washington
$915K -$496K -1,040 -35%
VAG
707
VisionPoint Advisory Group
Texas
$910K -$10.5K -22 -1%
SA
708
SRN Advisors
Pennsylvania
$908K -$145K -304 -14%
WT
709
Whittier Trust
California
$893K +$15.8K +33 +2%
LCM
710
Landscape Capital Management
New Jersey
$889K -$29.1K -61 -3%
JAFL
711
Jay A. Fishman Ltd
Michigan
$888K
SPC
712
Spirepoint Private Client
Florida
$875K -$46.8K -98 -5%
AWS
713
Atria Wealth Solutions
New York
$872K -$1.95M -4,086 -69%
ST
714
Spinnaker Trust
Maine
$871K
CPG
715
Cornerstone Planning Group
New Jersey
$871K +$1.91K +4 +0.2%
Lido Advisors
716
Lido Advisors
California
$871K +$13.4K +28 +2%
RMCM
717
Reynders McVeigh Capital Management
Massachusetts
$867K
TAM
718
Trust Asset Management
Texas
$862K
LCM
719
Legato Capital Management
California
$857K -$997K -2,089 -54%
GCM
720
GKV Capital Management
California
$852K +$859K +1,800 New
IFWM
721
Institute for Wealth Management
Colorado
$845K -$3.82K -8 -0.4%
RFA
722
Resurgent Financial Advisors
Georgia
$844K +$193K +404 +29%
VCA
723
Verdence Capital Advisors
Maryland
$842K -$103K -215 -11%
VFA
724
Valeo Financial Advisors
Indiana
$839K +$3.82K +8 +0.5%
GA
725
Geller Advisors
New York
$836K +$8.11K +17 +1%