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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
851
Cyndeo Wealth Partners
Florida
$228K +$208K +656 New
WFI
852
West Family Investments
California
$227K +$207K +653 New
SC
853
Saybrook Capital
North Carolina
$224K +$204K +643 New
PI
854
PEAK6 Investments
Illinois
$222K -$867K -2,734 -81%
BB
855
Busey Bank
Illinois
$219K -$61.8K -195 -24%
PWMAG
856
Pinnacle Wealth Management Advisory Group
New Jersey
$217K +$198K +625 New
HR
857
Howe & Rusling
New York
$216K +$197K +621 New
TLCM
858
Twin Lakes Capital Management
California
$215K – – –
EE
859
EWG Elevate
California
$215K +$196K +619 New
GVAG
860
Great Valley Advisor Group
Delaware
$215K +$196K +617 New
ATPW
861
Ashton Thomas Private Wealth
Arizona
$215K +$196K +617 New
IAIM
862
International Assets Investment Management
Florida
$215K +$196K +617 New
KJHP
863
K.J. Harrison & Partners
Ontario, Canada
$214K -$634K -2,000 -76%
HWA
864
HCR Wealth Advisors
California
$213K -$31.7K -100 -14%
QT
865
Quantamental Technologies
New York
$212K +$193K +610 New
TCBWMS
866
Texas Capital Bank Wealth Management Services
Texas
$210K -$56.7K -179 -23%
WAP
867
Wealthcare Advisory Partners
Pennsylvania
$209K +$191K +601 New
BHBT
868
Burke & Herbert Bank & Trust
Virginia
$209K +$190K +600 New
CA
869
Cullinan Associates
Kentucky
$209K +$190K +600 New
ECM
870
EagleClaw Capital Management
Massachusetts
$209K +$190K +600 New
MCM
871
Monarch Capital Management
Indiana
$209K +$190K +600 New
PFA
872
Pathway Financial Advisors
Vermont
$209K +$190K +600 New
RWS
873
Resolute Wealth Strategies
Mississippi
$209K +$190K +600 New
FNBTCON
874
First National Bank & Trust Co of Newtown
Pennsylvania
$209K +$190K +600 New
ANTB
875
AMG National Trust Bank
Colorado
$208K +$189K +597 New
33 34
35
36 37