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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
726
GKV Capital Management
California
$838K – – –
TAM
727
Trust Asset Management
Texas
$836K -$11.6K -24 -1%
FFA
728
Farther Finance Advisors
California
$834K +$92.5K +192 +12%
VFA
729
Valeo Financial Advisors
Indiana
$831K +$6.26K +13 +0.7%
SVWAG
730
Sound View Wealth Advisors Group
Georgia
$830K +$31.8K +66 +4%
FHA
731
First Horizon Advisors
Tennessee
$829K +$195K +404 +29%
AA
732
Advisory Alpha
Michigan
$828K +$185K +384 +28%
WKWM
733
Walter & Keenan Wealth Management
Indiana
$824K +$18.3K +38 +2%
RFA
734
Resurgent Financial Advisors
Georgia
$822K -$8.19K -17 -1%
SF
735
Summit Financial
New Jersey
$821K +$59.3K +123 +7%
EAM
736
Erste Asset Management
Austria
$821K -$189K -392 -18%
VCA
737
Verdence Capital Advisors
Maryland
$812K -$16.9K -35 -2%
HNWAG
738
High Net Worth Advisory Group
Florida
$812K – – –
AG
739
Ascent Group
Virginia
$808K +$502K +1,042 +150%
RSWM
740
Robertson Stephens Wealth Management
California
$805K -$860K -1,784 -51%
NP
741
NorthRock Partners
Minnesota
$805K – – –
AC
742
Allstate Corporation
Illinois
$804K -$1.52M -3,152 -65%
GI
743
GAMMA Investing
California
$803K +$139K +288 +20%
LCM
744
Landscape Capital Management
New Jersey
$801K -$75.2K -156 -8%
RS
745
R Squared
Hong Kong
$796K +$554K +1,150 +205%
PIMG
746
Patriot Investment Management Group
Tennessee
$787K – – –
CCIA
747
Campbell & Co Investment Adviser
Maryland
$783K +$539K +1,119 +199%
EH
748
Equitable Holdings
New York
$777K +$804K +1,669 New
CGL
749
Clarius Group LLC
Washington
$776K +$96.4K +200 +14%
VWM
750
Venturi Wealth Management
Texas
$773K -$42.4K -88 -5%
28 29
30
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