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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
851
Buckingham Strategic Wealth
Missouri
$219K +$336 +1 +0.2%
WFI
852
West Family Investments
California
$217K -$18.8K -56 -8%
SC
853
Saybrook Capital
North Carolina
$217K – – –
D.A. Davidson & Co
854
D.A. Davidson & Co
Montana
$215K -$16.1K -48 -7%
FCA
855
FinTrust Capital Advisors
South Carolina
$214K – – –
SL
856
Summitry LLC
California
$214K – – –
TCBWMS
857
Texas Capital Bank Wealth Management Services
Texas
$214K +$213K +634 New
ZCA
858
Zeke Capital Advisors
Pennsylvania
$214K +$214K +636 New
Tocqueville Asset Management
859
Tocqueville Asset Management
New York
$213K -$33.6K -100 -14%
R.M. Davis Inc
860
R.M. Davis Inc
Maine
$213K +$212K +630 New
MGO One Seven
861
MGO One Seven
Ohio
$212K -$102K -302 -33%
Diversified Trust
862
Diversified Trust
Tennessee
$210K -$245K -728 -54%
HWA
863
HCR Wealth Advisors
California
$206K – – –
AWA
864
Aaron Wealth Advisors
Illinois
$205K -$2.35K -7 -1%
EE
865
EWG Elevate
California
$203K – – –
LSA
866
Lion Street Advisors
Texas
$203K – – –
ECM
867
Estabrook Capital Management
New York
$202K – – –
BHBT
868
Burke & Herbert Bank & Trust
Virginia
$202K – – –
CA
869
Cullinan Associates
Kentucky
$202K – – –
ECM
870
EagleClaw Capital Management
Massachusetts
$202K – – –
FNBTCON
871
First National Bank & Trust Co of Newtown
Pennsylvania
$202K – – –
MCM
872
Monarch Capital Management
Indiana
$202K – – –
PFA
873
Pathway Financial Advisors
Vermont
$202K – – –
SOW
874
State of Wyoming
Wyoming
$196K -$36.7K -109 -16%
EI
875
Ellevest Inc
New York
$196K +$18.2K +54 +10%