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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
876
Stratos Wealth Partners
Ohio
$260K +$4.17K +12 +2%
GC
877
Gilbert & Cook
Iowa
$258K -$36.8K -106 -14%
CT
878
Caldwell Trust
Florida
$258K – – –
PTC
879
Petrus Trust Company
Texas
$257K -$137K -394 -37%
FAIM
880
Financial Advocates Investment Management
Washington
$256K +$228K +655 New
MOS
881
MGO One Seven
Ohio
$255K -$323K -930 -59%
CCA
882
Childress Capital Advisors
Texas
$255K +$695 +2 +0.3%
RVPG
883
Relative Value Partners Group
$254K +$348 +1 +0.2%
TIMH
884
Tilt Investment Management Holdings
New York
$253K -$66K -190 -23%
SC
885
Saybrook Capital
North Carolina
$251K – – –
FCA
886
FinTrust Capital Advisors
South Carolina
$248K – – –
ATPW
887
Ashton Thomas Private Wealth
Arizona
$247K +$220K +633 New
AF
888
Allworth Financial
California
$246K +$49.7K +143 +29%
EE
889
EWG Elevate
California
$246K +$219K +630 New
VAG
890
VisionPoint Advisory Group
Texas
$246K +$117K +338 +116%
PWMAG
891
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$218K +627 New
MSWM
892
McGlone Suttner Wealth Management
Wisconsin
$245K +$218K +627 New
GA
893
Gateway Advisory
New Jersey
$243K +$217K +623 New
HR
894
Howe & Rusling
New York
$243K +$216K +621 New
TLCM
895
Twin Lakes Capital Management
California
$242K – – –
LHC
896
Little House Capital
Massachusetts
$241K -$15.6K -45 -7%
FFM
897
Forum Financial Management
Illinois
$240K +$213K +614 New
IAN
898
Integrated Advisors Network
Texas
$237K +$211K +608 New
KJHP
899
K.J. Harrison & Partners
Ontario, Canada
$236K +$210K +604 New
BHBT
900
Burke & Herbert Bank & Trust
Virginia
$234K +$209K +600 New
34 35
36
37 38