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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
876
Sutton Wealth Advisors
Florida
$11.9K -$1.45K -5 -9%
OC
877
Oakworth Capital
Alabama
$11K – – –
ADL
878
Asset Dedication LLC
California
$11K +$13.7K +47 New
ANBT
879
American National Bank & Trust
Texas
$10K -$23.8K -82 -66%
HI
880
Hudock Inc
Pennsylvania
$8K – – –
LCM
881
Logan Capital Management
Pennsylvania
$8K – – –
WT
882
Washington Trust
Rhode Island
$8K +$291 +1 +3%
SFO
883
Standard Family Office
South Dakota
$8K +$9.3K +32 New
CA
884
Clearstead Advisors
Ohio
$7K -$1.45K -5 -14%
EBA
885
Eagle Bay Advisors
New York
$7K -$1.16K -4 -12%
LFG
886
Larson Financial Group
Missouri
$7K – – –
SWA
887
SOA Wealth Advisors
New York
$7K – – –
MFT
888
Moisand Fitzgerald Tamayo
Florida
$7K +$8.13K +28 New
RWM
889
Raffa Wealth Management
District of Columbia
$6.81K – – –
ACM
890
Absolute Capital Management
Pennsylvania
$6.61K +$7.84K +27 New
LB
891
Legacy Bridge
Iowa
$6K – – –
VCM
892
Versant Capital Management
Arizona
$6K – – –
RCM
893
Raleigh Capital Management
North Carolina
$6K +$2.9K +10 +67%
SAM
894
Strategic Asset Management
Minnesota
$5K -$11.6K -40 -68%
MUMSS
895
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K – – –
SC
896
Schubert & Co
Texas
$5K +$291 +1 +6%
CT
897
Cambridge Trust
Massachusetts
$5K +$1.45K +5 +29%
IRC
898
Investors Research Corp
Georgia
$5K +$3.2K +11 +100%
TFS
899
TrustCore Financial Services
Tennessee
$4K -$78.4K -270 -94%
TJHA
900
Thomas J. Herzfeld Advisors
Florida
$4K -$2.03K -7 -32%
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36
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