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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
901
NWAM LLC
Washington
$467K +$463K +1,031 New
WPC
902
White Pine Capital
Minnesota
$467K +$38.2K +85 +9%
DO
903
denkapparat Operations
Germany
$465K – – –
MGIA
904
Moneta Group Investment Advisors
Missouri
$465K -$5.84K -13 -1%
CA
905
Cornerstone Advisory
Maryland
$463K +$8.98K +20 +2%
BP
906
Broadleaf Partners
Ohio
$462K – – –
BHWM
907
Bar Harbor Wealth Management
New Hampshire
$460K -$22.5K -50 -5%
RA
908
RFG Advisory
Alabama
$458K -$4.49K -10 -1%
MCM
909
Militia Capital Management
Texas
$457K -$209K -466 -32%
WCP
910
Wick Capital Partners
Pennsylvania
$456K +$120K +268 +36%
OF
911
Optimize Financial
California
$456K -$1.35K -3 -0.3%
SCS
912
Sound Capital Solutions
Florida
$456K +$452K +1,006 New
NED
913
Nancy E. Dempze
$453K -$89.8K -200 -17%
TBT
914
Texas Bank & Trust
Texas
$453K – – –
PFA
915
Perryman Financial Advisory
Texas
$453K +$449K +1,000 New
CAL
916
Capital Advisors Ltd
Ohio
$452K -$12.6K -28 -3%
LIM
917
Leavell Investment Management
Alabama
$445K +$441K +982 New
AWE
918
Avidian Wealth Enterprises
Texas
$440K +$71.9K +160 +20%
HCM
919
Howard Capital Management
Georgia
$439K +$190K +423 +77%
CAL
920
Capital Analysts LLC
Pennsylvania
$439K -$442K -985 -50%
PIM
921
Penobscot Investment Management
Massachusetts
$437K – – –
MYIA
922
Mount Yale Investment Advisors
Colorado
$437K -$71.4K -159 -14%
SC
923
Shearwater Capital
Colorado
$437K – – –
SACTSONJ
924
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$437K -$33.7K -75 -7%
CCWM
925
Correct Capital Wealth Management
Missouri
$436K – – –
35 36
37
38 39