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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
951
Mach-1 Financial Group
Arkansas
$352K +$364K +755 New
FFM
952
Forum Financial Management
Illinois
$350K +$14K +29 +4%
CAM
953
Close Asset Management
United Kingdom
$349K -$12K -25 -3%
SMWM
954
Silvia McColl Wealth Management
California
$346K – – –
ATPW
955
Ashton Thomas Private Wealth
Arizona
$345K +$69.4K +144 +24%
MWM
956
Meridian Wealth Management
Kentucky
$344K +$55.4K +115 +18%
BMCM
957
Bryn Mawr Capital Management
Pennsylvania
$341K +$117K +242 +49%
GIA
958
Guyasuta Investment Advisors
Pennsylvania
$341K – – –
OFP
959
OLIO Financial Planning
Virginia
$341K +$76.1K +158 +28%
MA
960
Mutual Advisors
Nebraska
$340K -$37.6K -78 -9%
GIA
961
Gladstone Institutional Advisory
Florida
$339K +$7.23K +15 +2%
XT
962
XTX Topco
Cayman Islands
$339K -$99.3K -206 -22%
AC
963
Avestar Capital
New York
$339K -$31.8K -66 -8%
EWA
964
EverSource Wealth Advisors
Alabama
$338K +$80.5K +167 +30%
FFP
965
FourThought Financial Partners
Florida
$336K -$482 -1 -0.1%
GFP
966
Gryphon Financial Partners
Ohio
$335K +$7.23K +15 +2%
CA
967
Carson Advisory
Georgia
$335K -$10.1K -21 -3%
MPM
968
MBB Public Markets
Illinois
$335K +$347K +720 New
C
969
Certuity
Florida
$334K +$345K +717 New
CGPCS
970
Capital Group Private Client Services
California
$333K – – –
CWP
971
Cyndeo Wealth Partners
Florida
$332K -$4.82K -10 -1%
AP
972
Adero Partners
California
$329K +$9.64K +20 +3%
FRM
973
Fox Run Management
Connecticut
$328K -$79K -164 -19%
HWA
974
HCR Wealth Advisors
California
$327K +$48.2K +100 +17%
ITFISA
975
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$326K – – –
37 38
39
40 41