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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
951
Kingsview Wealth Management
Oregon
$208K +$204K +528 New
LSA
952
Lion Street Advisors
Texas
$207K – – –
CWA
953
CM Wealth Advisors
Ohio
$207K +$202K +525 New
CWM
954
Chesapeake Wealth Management
Virginia
$206K – – –
CAM
955
Claret Asset Management
Quebec, Canada
$205K -$12.3K -32 -6%
HI
956
Human Investing
Oregon
$205K – – –
Stratos Wealth Partners
957
Stratos Wealth Partners
Ohio
$205K -$55.9K -145 -22%
EverSource Wealth Advisors
958
EverSource Wealth Advisors
Alabama
$204K +$86.8K +225 +69%
WorldQuant Millennium Advisors
959
WorldQuant Millennium Advisors
New York
$202K -$303K -787 -61%
KP
960
Keel Point
Alabama
$201K +$197K +511 New
AG
961
Ascent Group
Virginia
$200K – – –
PGGM Investments
962
PGGM Investments
Netherlands
$197K – – –
AA
963
Alta Advisers
United Kingdom
$197K – – –
CYG
964
Clean Yield Group
Vermont
$197K – – –
GAMMA Investing
965
GAMMA Investing
California
$195K +$54.4K +141 +40%
Federated Hermes
966
Federated Hermes
Pennsylvania
$194K -$444K -1,152 -70%
CFO
967
CVA Family Office
Colorado
$177K +$386 +1 +0.2%
PTC
968
Private Trust Company
Ohio
$167K +$22K +57 +16%
ICM
969
Islay Capital Management
Texas
$165K -$8.48K -22 -5%
Harbour Investments
970
Harbour Investments
Wisconsin
$165K +$8.48K +22 +6%
AT
971
Arlington Trust
Alabama
$163K -$2.31K -6 -1%
B
972
Birchbrook
Maine
$157K – – –
HCPC
973
Hamilton Capital Partners (Canada)
$157K – – –
NEI
974
Northwest & Ethical Investments
Ontario, Canada
$157K +$154K +400 New
Citadel Advisors
975
Citadel Advisors
Florida
$152K -$49.3M -127,793 -100%