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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
MassMutual Private Wealth & Trust
776
MassMutual Private Wealth & Trust
Connecticut
$11K +$12.2K +50 New
CCA
777
Column Capital Advisors
Indiana
$10K -$1.7K -7 -13%
ADL
778
Asset Dedication LLC
California
$10K – – –
OC
779
Oakworth Capital
Alabama
$10K – – –
CIM
780
Contravisory Investment Management
Massachusetts
$10K +$11.2K +46 New
Global Retirement Partners
781
Global Retirement Partners
California
$9K -$6.32K -26 -39%
CIAS
782
CBIZ Investment Advisory Services
Ohio
$9K – – –
GWS
783
Glassman Wealth Services
Virginia
$8K -$486 -2 -5%
H
784
Hexavest
Quebec, Canada
$8K +$8.99K +37 New
SWA
785
Sutton Wealth Advisors
Florida
$7.61K +$729 +3 +9%
TFGT
786
TS Financial Group (TSFG)
Illinois
$7K +$486 +2 +6%
EIP
787
Ellis Investment Partners
Pennsylvania
$6K – – –
HI
788
Hudock Inc
Pennsylvania
$6K – – –
O'Shaughnessy Asset Management
789
O'Shaughnessy Asset Management
Connecticut
$5K -$89.2K -367 -94%
TFO
790
Tarbox Family Office
California
$5K +$1.46K +6 +38%
PWMG
791
Prestige Wealth Management Group
New Jersey
$5K +$3.16K +13 +163%
LB
792
Legacy Bridge
Iowa
$5K +$6.08K +25 New
SGAM
793
Smith Group Asset Management
Texas
$5K +$6.08K +25 New
RWM
794
Raffa Wealth Management
District of Columbia
$4.02K +$1.22K +5 +36%
IRC
795
Investors Research Corp
Georgia
$4K – – –
BWA
796
BDO Wealth Advisors
Florida
$4K +$4.86K +20 New
EWP
797
Engrave Wealth Partners
Texas
$3K -$5.59K -23 -61%
WCM
798
Wealthcare Capital Management
Virginia
$3K -$729 -3 -19%
VCM
799
Versant Capital Management
Arizona
$3K – – –
APC
800
Aspire Private Capital
North Carolina
$2K – – –