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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
Cornerstone Advisory
Maryland
$463K +$8.98K +20 +2%
BP
902
Broadleaf Partners
Ohio
$462K – – –
BHWM
903
Bar Harbor Wealth Management
New Hampshire
$460K -$22.5K -50 -5%
RA
904
RFG Advisory
Alabama
$458K -$4.49K -10 -1%
MCM
905
Militia Capital Management
Texas
$457K -$209K -466 -32%
WCP
906
Wick Capital Partners
Pennsylvania
$456K +$120K +268 +36%
SCS
907
Sound Capital Solutions
Florida
$456K +$452K +1,006 New
NED
908
Nancy E. Dempze
$453K -$89.8K -200 -17%
TBT
909
Texas Bank & Trust
Texas
$453K – – –
PFA
910
Perryman Financial Advisory
Texas
$453K +$449K +1,000 New
CAL
911
Capital Advisors Ltd
Ohio
$452K -$12.6K -28 -3%
LIM
912
Leavell Investment Management
Alabama
$445K +$441K +982 New
AWE
913
Avidian Wealth Enterprises
Texas
$440K +$71.9K +160 +20%
HCM
914
Howard Capital Management
Georgia
$439K +$190K +423 +77%
CAL
915
Capital Analysts LLC
Pennsylvania
$439K -$442K -985 -50%
PIM
916
Penobscot Investment Management
Massachusetts
$437K – – –
MYIA
917
Mount Yale Investment Advisors
Colorado
$437K -$71.4K -159 -14%
SC
918
Shearwater Capital
Colorado
$437K – – –
SACTSONJ
919
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$437K -$33.7K -75 -7%
CCWM
920
Correct Capital Wealth Management
Missouri
$436K – – –
HI
921
Harbour Investments
Wisconsin
$436K -$3.14K -7 -0.7%
TBC
922
Ted Buchan & Co
California
$433K – – –
AWM
923
Aprio Wealth Management
Georgia
$432K -$2.69K -6 -0.6%
VFA
924
Valeo Financial Advisors
Indiana
$431K +$56.6K +126 +15%
CWM
925
Chronos Wealth Management
Florida
$430K -$22.5K -50 -5%
35 36
37
38 39