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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
SF
976
Sun Financial
Utah
$405K +$387K +793 New
CFO
977
Cambient Family Office
Michigan
$405K +$386K +792 New
LA
978
Legacy Advisors
Pennsylvania
$404K +$29.8K +61 +8%
GH
979
GAM Holding
Switzerland
$401K +$383K +784 New
FFP
980
FourThought Financial Partners
Florida
$400K +$29.8K +61 +8%
PWMAG
981
Pinnacle Wealth Management Advisory Group
New Jersey
$399K +$1.95K +4 +0.5%
HT
982
Heritage Trust
Oklahoma
$397K +$976 +2 +0.3%
SB
983
Simmons Bank
Arkansas
$396K +$134K +275 +55%
VF
984
Vest Financial
Virginia
$396K +$379K +776 New
CAM
985
Cozad Asset Management
Illinois
$393K -$48.8K -100 -11%
IBOK
986
Independence Bank of Kentucky
Kentucky
$393K +$5.37K +11 +1%
FC
987
Financial Consulate
Maryland
$390K -$74.2K -152 -17%
LAM
988
L2 Asset Management
Massachusetts
$388K +$23.9K +49 +7%
7WCP
989
71 West Capital Partners
Massachusetts
$387K +$369K +757 New
GIA
990
Guyasuta Investment Advisors
Pennsylvania
$385K +$9.76K +20 +3%
QPBE
991
Quintet Private Bank (Europe)
Luxembourg
$383K -$122K -250 -25%
SMWM
992
Silvia McColl Wealth Management
California
$379K
VA
993
VestGen Advisors
Illinois
$378K -$300K -614 -45%
PMAM
994
Picton Mahoney Asset Management
Ontario, Canada
$377K -$628K -1,287 -64%
AU
995
AlphaGrep UK
$376K +$360K +737 New
KWM
996
Kingsview Wealth Management
Oregon
$376K -$33.2K -68 -8%
KP
997
Keel Point
Alabama
$375K +$18.1K +37 +5%
GWANC
998
Guardian Wealth Advisors (North Carolina)
North Carolina
$373K -$24.4K -50 -6%
HWA
999
HCR Wealth Advisors
California
$372K +$13.2K +27 +4%
FFG
1000
Fiduciary Financial Group
California
$370K +$15.6K +32 +5%