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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
776
Oakworth Capital
Alabama
$11K – – –
CFA
777
Carroll Financial Associates
North Carolina
$10K -$667 -3 -7%
GWS
778
Glassman Wealth Services
Virginia
$10K +$667 +3 +8%
SC
779
Solstein Capital
California
$10K +$9.56K +43 New
EWP
780
Engrave Wealth Partners
Texas
$9K +$8.45K +38 New
HIM
781
Hillsdale Investment Management
Ontario, Canada
$8K +$7.78K +35 New
SWA
782
Sutton Wealth Advisors
Florida
$7.83K – – –
EIP
783
Ellis Investment Partners
Pennsylvania
$7K – – –
HI
784
Hudock Inc
Pennsylvania
$7K – – –
TFGT
785
TS Financial Group (TSFG)
Illinois
$7K – – –
CB
786
CNB Bank
Pennsylvania
$5K – – –
EWA
787
Evolution Wealth Advisors
Florida
$5K +$222 +1 +5%
TFO
788
Tarbox Family Office
California
$4K -$889 -4 -20%
IRC
789
Investors Research Corp
Georgia
$4K – – –
MF
790
Manchester Financial
California
$4K +$3.56K +16 New
WCM
791
Wealthcare Capital Management
Virginia
$4K +$3.56K +16 New
BWM
792
BerganKDV Wealth Management
Minnesota
$4K +$3.78K +17 New
RWM
793
Raffa Wealth Management
District of Columbia
$3.32K – – –
CHC
794
City Holding Co
West Virginia
$3K – – –
VCM
795
Versant Capital Management
Arizona
$3K – – –
FPFS
796
First Personal Financial Services
North Carolina
$2K -$15.6K -70 -90%
APC
797
Aspire Private Capital
North Carolina
$2K -$2.44K -11 -58%
PMFA
798
Plante Moran Financial Advisors
Michigan
$2K – – –
IWP
799
IAG Wealth Partners
Wisconsin
$2K +$1.56K +7 New
SL
800
Savior LLC
Massachusetts
$2K +$1.56K +7 New
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