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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
776
Castle Rock Wealth Management
California
$726K -$2.25K -5 -0.3%
GCM
777
GKV Capital Management
California
$725K -$89.8K -200 -11%
OCAI
778
O'Connor Alternative Investments
New York
$725K +$719K +1,600 New
SAI
779
Savvy Advisors Inc
New York
$724K -$16.2K -36 -2%
CRC
780
Curi RMB Capital
Illinois
$721K -$23.4K -52 -3%
AWM
781
Accurate Wealth Management
Florida
$721K +$98.4K +219 +17%
MWM
782
Meridian Wealth Management
Kentucky
$715K +$90.7K +202 +15%
WIA
783
World Investment Advisors
California
$712K -$25.1K -56 -3%
BWM
784
Baron Wealth Management
Michigan
$705K +$169K +377 +32%
AC
785
Addison Capital
Pennsylvania
$702K – – –
CAG
786
Crestwood Advisors Group
Massachusetts
$691K +$70.5K +157 +11%
PCP
787
Proficio Capital Partners
Massachusetts
$687K +$682K +1,518 New
ILI
788
Invesco LLC (Illinois)
Illinois
$685K +$11.7K +26 +2%
TCOV
789
Trust Company of Vermont
Vermont
$683K +$678K +1,509 New
AG
790
Ascent Group
Virginia
$682K +$33.7K +75 +5%
BDA
791
Borer Denton & Associates
Pennsylvania
$682K – – –
CAM
792
Chou Associates Management
Ontario, Canada
$679K – – –
EWM
793
Evercore Wealth Management
New York
$674K – – –
CIA
794
Concurrent Investment Advisors
Florida
$671K +$40.9K +91 +7%
PCS
795
Personal CFO Solutions
New Jersey
$665K -$24.3K -54 -4%
BCWM
796
Bartlett & Co Wealth Management
Ohio
$665K +$2.69K +6 +0.4%
BAM
797
Brave Asset Management
New Jersey
$663K – – –
VHAM
798
Van Hulzen Asset Management
California
$662K +$209K +466 +47%
BFO
799
Boston Family Office
Massachusetts
$659K – – –
NRC
800
New Republic Capital
North Carolina
$657K +$260K +579 +66%
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