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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
901
4J Wealth Management
Virginia
$404K +$1.43K +3 +0.4%
American National Bank & Trust
902
American National Bank & Trust
Texas
$404K – – –
PFG Advisors
903
PFG Advisors
Arizona
$404K – – –
OWA
904
Outlook Wealth Advisors
Texas
$403K -$9.07K -19 -2%
Concurrent Investment Advisors
905
Concurrent Investment Advisors
Florida
$399K -$27.7K -58 -6%
DBRC
906
D.B. Root & Company
Pennsylvania
$398K +$4.3K +9 +1%
HUB Investment Partners
907
HUB Investment Partners
Texas
$394K +$397K +832 New
Western Wealth Management
908
Western Wealth Management
Colorado
$389K -$9.5K -20 -2%
Two Sigma Securities
909
Two Sigma Securities
New York
$388K -$682K -1,428 -64%
Manchester Capital Management
910
Manchester Capital Management
Vermont
$387K -$477 -1 -0.1%
Baldwin Wealth Partners
911
Baldwin Wealth Partners
Massachusetts
$386K – – –
Kera Capital Partners
912
Kera Capital Partners
California
$386K +$389K +815 New
AA
913
Addison Advisors
Vermont
$384K -$2.39K -5 -0.6%
BCM
914
Boltwood Capital Management
California
$383K – – –
Balboa Wealth Partners
915
Balboa Wealth Partners
Arizona
$382K +$1.43K +3 +0.4%
Atwood & Palmer
916
Atwood & Palmer
Missouri
$379K – – –
Woodmont Investment Counsel
917
Woodmont Investment Counsel
Tennessee
$379K – – –
BOTPPF
918
Board of the Pension Protection Fund
United Kingdom
$379K +$382K +800 New
Banco BTG Pactual
919
Banco BTG Pactual
Brazil
$378K – – –
GWM
920
GSB Wealth Management
Connecticut
$377K +$955 +2 +0.3%
PWMAG
921
Pinnacle Wealth Management Advisory Group
New Jersey
$376K +$477 +1 +0.1%
Avestar Capital
922
Avestar Capital
New York
$375K +$31.5K +66 +9%
Fenimore Asset Management
923
Fenimore Asset Management
New York
$373K – – –
Kingsview Wealth Management
924
Kingsview Wealth Management
Oregon
$370K +$28.6K +60 +8%
Close Asset Management
925
Close Asset Management
United Kingdom
$367K – – –