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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
876
Avidian Wealth Enterprises
Texas
$494K +$221K +477 +94%
AWM
877
Aprio Wealth Management
Georgia
$493K +$8.8K +19 +2%
MWM
878
Mission Wealth Management
California
$492K -$41.7K -90 -8%
IMC
879
Investment Management Corporation
Virginia
$491K +$5.09K +11 +1%
LFA
880
Legacy Financial Advisors
Kentucky
$490K -$11.6K -25 -2%
EWA
881
EverSource Wealth Advisors
Alabama
$484K +$111K +239 +33%
SC
882
Shearwater Capital
Colorado
$484K – – –
AWA
883
Arkadios Wealth Advisors
Georgia
$484K +$21.3K +46 +5%
CCWM
884
Correct Capital Wealth Management
Missouri
$484K – – –
HIM
885
Hanlon Investment Management
New Jersey
$482K +$19.9K +43 +5%
MGIA
886
Moneta Group Investment Advisors
Missouri
$482K -$6.02K -13 -1%
BBI
887
Baxter Bros Inc
Connecticut
$481K +$4.63K +10 +1%
MWM
888
Meridian Wealth Management
Kentucky
$481K +$101K +219 +30%
SAI
889
Savvy Advisors Inc
New York
$480K +$443K +956 New
TBC
890
Ted Buchan & Co
California
$479K – – –
TPWA
891
Twin Peaks Wealth Advisors
California
$478K +$4.17K +9 +1%
HCM
892
Hutner Capital Management
Vermont
$474K – – –
PA
893
Pinnacle Associates
New York
$474K +$30.6K +66 +8%
AWM
894
Accurate Wealth Management
Florida
$474K +$42.1K +91 +11%
WFI
895
West Family Investments
California
$471K +$122K +264 +39%
AOI
896
Auto-Owners Insurance
Michigan
$468K -$20.5M -44,210 -98%
GLF
897
Groupe la Francaise
France
$464K +$15.3K +33 +4%
PI
898
Pettee Investors
Connecticut
$463K – – –
FCG
899
Fielder Capital Group
Tennessee
$463K -$3.71K -8 -0.9%
MCM
900
Manchester Capital Management
Vermont
$462K +$463 +1 +0.1%
34 35
36
37 38