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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
951
Silvia McColl Wealth Management
California
$372K – – –
GIA
952
Gladstone Institutional Advisory
Florida
$370K +$4.63K +10 +1%
BCM
953
Boltwood Capital Management
California
$369K -$9.26K -20 -3%
GIA
954
Guyasuta Investment Advisors
Pennsylvania
$368K – – –
OFP
955
OLIO Financial Planning
Virginia
$366K -$926 -2 -0.3%
BWP
956
Balboa Wealth Partners
Arizona
$363K -$40.3K -87 -11%
FFP
957
FourThought Financial Partners
Florida
$362K – – –
CA
958
Carson Advisory
Georgia
$361K – – –
CWP
959
Cyndeo Wealth Partners
Florida
$360K +$1.85K +4 +0.6%
CGPCS
960
Capital Group Private Client Services
California
$359K – – –
SS
961
SBI Securities
Japan
$358K +$52.8K +114 +19%
JCM
962
J2 Capital Management
Michigan
$358K +$96.3K +208 +41%
C
963
Certuity
Florida
$352K -$6.95K -15 -2%
HWA
964
HCR Wealth Advisors
California
$352K – – –
PFA
965
Plotkin Financial Advisors
Maryland
$352K +$11.6K +25 +4%
ITFISA
966
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K – – –
RIL
967
Rothschild Investment LLC
Illinois
$351K +$7.41K +16 +2%
DIM
968
Delta Investment Management
California
$350K -$75.5K -163 -19%
BFO
969
Boston Family Office
Massachusetts
$349K +$55.6K +120 +21%
GLA
970
Great Lakes Advisors
Illinois
$349K +$19.5K +42 +6%
KP
971
Keel Point
Alabama
$348K +$4.17K +9 +1%
RHJA
972
Rice Hall James & Associates
California
$347K +$36.1K +78 +13%
SIC
973
Salem Investment Counselors
North Carolina
$345K +$170K +366 +114%
QWP
974
Quotient Wealth Partners
Texas
$343K +$41.2K +89 +15%
MTC
975
Matrix Trust Company
Colorado
$342K +$90.3K +195 +40%
37 38
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