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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
851
Sound Income Strategies
Florida
$64.6K +$63.5K +232 New
AP
852
Arlington Partners
Alabama
$64.1K +$29.3K +107 +87%
CMP
853
Coston McIsaac & Partners
Maine
$64K +$274 +1 +0.4%
MWM
854
MinichMacGregor Wealth Management
New York
$60.2K +$59.1K +216 New
SWM
855
Spire Wealth Management
Virginia
$60K +$4.92K +18 +9%
PTC
856
Private Trust Company
Ohio
$58K -$8.75K -32 -13%
DMBA
857
Deseret Mutual Benefit Administrators
Utah
$55.7K -$44.9K -164 -45%
GWM
858
Geneos Wealth Management
Colorado
$55.7K -$27.4K -100 -33%
EDRH
859
Edmond de Rothschild Holding
Switzerland
$55.7K – – –
MRCM
860
M&R Capital Management
New Jersey
$55.7K – – –
MLA
861
MB, Levis & Associates
Pennsylvania
$55.7K +$54.7K +200 New
CFFP
862
Center for Financial Planning
Michigan
$55.4K -$7.11K -26 -12%
CWC
863
Carolinas Wealth Consulting
North Carolina
$55.3K +$6.57K +24 +14%
PI
864
PEAK6 Investments
Illinois
$55K +$53.1K +194 +6,467%
GWS
865
Glassman Wealth Services
Virginia
$54.3K -$10.1K -37 -16%
CSPAM
866
Cary Street Partners Asset Management
Virginia
$53.5K – – –
BAM
867
Belpointe Asset Management
Nevada
$52.4K +$51.4K +188 New
CB
868
Centennial Bank
Arkansas
$51.5K +$50.6K +185 New
JGIA
869
Jackson Grant Investment Advisers
Connecticut
$47.1K – – –
AWM
870
Accurate Wealth Management
Florida
$46.5K +$42.9K +157 New
SC
871
Seldon Capital
California
$46.3K – – –
ETH
872
Exos TFP Holdings
New York
$46.3K +$45.4K +166 New
SCM
873
Silvant Capital Management
Georgia
$43.7K – – –
PGAM
874
Princeton Global Asset Management
New Jersey
$43K -$274 -1 -0.6%
PI
875
PineBridge Investments
New York
$40.7K – – –
33 34
35
36 37