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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
Doyle Wealth Management
776
Doyle Wealth Management
Florida
$289K – – –
Valeo Financial Advisors
777
Valeo Financial Advisors
Indiana
$288K -$33.6K -100 -10%
GTCM
778
Gyon Technologies Capital Management
New Jersey
$284K +$84.4K +251 +42%
CWAG
779
Compton Wealth Advisory Group
Virginia
$284K +$283K +843 New
TD Ameritrade Investment Management
780
TD Ameritrade Investment Management
Nebraska
$283K -$16.8K -50 -6%
CHA
781
Carmichael Hill & Associates
Maryland
$283K – – –
Stanley-Laman Group
782
Stanley-Laman Group
Pennsylvania
$283K +$282K +838 New
GYL Financial Synergies
783
GYL Financial Synergies
Connecticut
$282K -$83.7K -249 -23%
GA
784
GraniteShares Advisors
New York
$282K -$20.8K -62 -7%
IC
785
Intersect Capital
California
$281K +$14.1K +42 +5%
Penserra Capital Management
786
Penserra Capital Management
California
$280K -$152K -451 -35%
Rockefeller Capital Management
787
Rockefeller Capital Management
New York
$280K -$111K -329 -28%
Pitcairn
788
Pitcairn
Pennsylvania
$280K -$7.73K -23 -3%
Gladstone Institutional Advisory
789
Gladstone Institutional Advisory
Florida
$280K -$2.35K -7 -0.8%
DA
790
DSC Advisors
Illinois
$280K +$279K +829 New
Summit Financial
791
Summit Financial
New Jersey
$280K – – –
RIA
792
Realta Investment Advisors
Delaware
$277K +$8.74K +26 +3%
IFP Advisors
793
IFP Advisors
Florida
$277K +$516K +1,534 +101%
Calamos Wealth Management
794
Calamos Wealth Management
Illinois
$276K +$17.5K +52 +7%
Baldwin Wealth Partners
795
Baldwin Wealth Partners
Massachusetts
$275K – – –
CAM
796
Cypress Asset Management
Texas
$272K – – –
Wilbanks Smith & Thomas Asset Management
797
Wilbanks Smith & Thomas Asset Management
Virginia
$271K – – –
Stokes Family Office
798
Stokes Family Office
Louisiana
$271K +$270K +804 New
6F
799
626 Financial
Michigan
$270K – – –
Woodmont Investment Counsel
800
Woodmont Investment Counsel
Tennessee
$270K – – –