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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
951
Empirical Wealth Management
Washington
$354K +$93.8K +186 +33%
SMWM
952
Silvia McColl Wealth Management
California
$354K – – –
LA
953
LBP AM
France
$350K +$370K +734 New
GIA
954
Guyasuta Investment Advisors
Pennsylvania
$349K – – –
LA
955
Legacy Advisors
Pennsylvania
$348K +$368K +730 New
FFP
956
FourThought Financial Partners
Florida
$344K +$1.01K +2 +0.3%
BCM
957
Boltwood Capital Management
California
$343K -$7.56K -15 -2%
CA
958
Carson Advisory
Georgia
$343K – – –
JCM
959
J2 Capital Management
Michigan
$343K +$3.53K +7 +1%
CAM
960
Close Asset Management
United Kingdom
$343K -$15.1K -30 -4%
GIA
961
Gladstone Institutional Advisory
Florida
$343K -$9.07K -18 -2%
CWP
962
Cyndeo Wealth Partners
Florida
$342K +$504 +1 +0.1%
FIA
963
Foundations Investment Advisors
Arizona
$342K +$135K +268 +60%
CGPCS
964
Capital Group Private Client Services
California
$341K – – –
CI
965
Conning Inc
Connecticut
$340K -$173K -344 -33%
OWA
966
Outlook Wealth Advisors
Texas
$340K -$74.6K -148 -17%
HWA
967
HCR Wealth Advisors
California
$338K – – –
LAM
968
L2 Asset Management
Massachusetts
$338K +$14.6K +29 +4%
PFA
969
Plotkin Financial Advisors
Maryland
$334K – – –
ITFISA
970
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$334K – – –
KP
971
Keel Point
Alabama
$332K +$1.01K +2 +0.3%
BJL
972
Brighton Jones LLC
Washington
$330K +$87.7K +174 +34%
GLA
973
Great Lakes Advisors
Illinois
$330K -$1.01K -2 -0.3%
FFG
974
Fiduciary Financial Group
California
$330K +$11.6K +23 +3%
WHC
975
Wulff, Hansen & Co
California
$329K +$32.8K +65 +10%
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39
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