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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
926
SouthState Corp
Florida
$121K +$2.31K +6 +2%
TWA
927
TCI Wealth Advisors
Arizona
$121K +$2.31K +6 +2%
SIC
928
Salem Investment Counselors
North Carolina
$118K – – –
GWM
929
Geneos Wealth Management
Colorado
$117K – – –
USGIU
930
U.S. Global Investors (USGI)
Texas
$117K – – –
YAL
931
Your Advocates Ltd
Texas
$117K – – –
ACM
932
Aquatic Capital Management
Illinois
$117K +$116K +300 New
CF
933
Centaurus Financial
California
$116K -$29.3K -76 -20%
GCGDR
934
Geo Capital Gestora de Recursos
Brazil
$115K -$1.09M -2,826 -91%
CFO
935
CVA Family Office
Colorado
$115K +$114K +295 New
TFS
936
TrustCore Financial Services
Tennessee
$112K – – –
HCP
937
Hexagon Capital Partners
Arkansas
$110K – – –
RMC
938
Resources Management Corp
Connecticut
$104K – – –
BFEC
939
Benjamin F. Edwards & Company
Missouri
$103K +$24.3K +63 +32%
CA
940
CoreCap Advisors
Michigan
$103K +$102K +264 New
PPWM
941
PFG Private Wealth Management
Florida
$102K +$10.8K +28 +12%
JWA
942
JFS Wealth Advisors
Pennsylvania
$101K -$2.31K -6 -2%
NR
943
Newfound Research
Massachusetts
$101K +$16.2K +42 +19%
TPCW
944
TD Private Client Wealth
New York
$98K -$23.9K -62 -20%
KTC
945
Kistler-Tiffany Companies
Pennsylvania
$98K – – –
PWMG
946
Prestige Wealth Management Group
New Jersey
$98K +$6.94K +18 +8%
NSIM
947
North Star Investment Management
Illinois
$94K – – –
KFS
948
Kelly Financial Services
Massachusetts
$93.2K +$31.6K +82 +52%
QC
949
Quent Capital
New York
$92K +$90.3K +234 New
TFM
950
TFC Financial Management
Massachusetts
$89K -$5.79K -15 -6%
36 37
38
39 40