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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
826
Diversify Wealth Management
Utah
$605K -$14.8K -33 -3%
DAS
827
Diversify Advisory Services
Utah
$605K +$342K +761 +157%
EWA
828
EverSource Wealth Advisors
Alabama
$600K +$11.2K +25 +2%
HIP
829
HUB Investment Partners
Texas
$600K +$212K +473 +56%
VEM
830
Vann Equity Management
Texas
$598K +$42.2K +94 +8%
KCP
831
Kera Capital Partners
California
$597K +$109K +242 +22%
PAM
832
Panagora Asset Management
Massachusetts
$593K – – –
PA
833
Profund Advisors
Maryland
$592K -$27.8K -62 -5%
DP
834
DDD Partners
Washington
$587K -$449 -1 -0.1%
CIM
835
Cambria Investment Management
California
$587K +$582K +1,295 New
SAM
836
Sagewood Asset Management
New York
$586K +$123K +273 +27%
EP
837
Edgestream Partners
New Jersey
$584K -$3.57M -7,950 -86%
AIP
838
Ameritas Investment Partners
Nebraska
$584K -$37.7K -84 -6%
ATPW
839
Ashton Thomas Private Wealth
Arizona
$584K +$109K +243 +23%
DWT
840
Dorsey & Whitney Trust
South Dakota
$581K -$13K -29 -2%
DA
841
Drake & Associates
Wisconsin
$580K -$426K -948 -43%
LWAM
842
Legacy Wealth Asset Management
Minnesota
$579K +$6.74K +15 +1%
PHAM
843
Palisades Hudson Asset Management
Florida
$570K – – –
CCA
844
Checchi Capital Advisers
California
$569K -$898 -2 -0.2%
DCM
845
Dimension Capital Management
Florida
$566K +$114K +254 +26%
IAIM
846
International Assets Investment Management
Florida
$559K +$2.69K +6 +0.5%
KWM
847
Kingsview Wealth Management
Oregon
$558K -$75.9K -169 -12%
CWP
848
Cyndeo Wealth Partners
Florida
$556K -$31.9K -71 -5%
MCM
849
Maple Capital Management
Vermont
$555K – – –
MAG
850
Mayfair Advisory Group
Alabama
$552K -$449 -1 -0.1%
32 33
34
35 36