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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1001
Defiance ETFs
New York
$322K +$43.1K +96 +16%
DOA
1002
D'Orazio & Associates
Virginia
$321K +$23.8K +53 +8%
FT
1003
Fiduciary Trust
Massachusetts
$320K -$3.43M -7,648 -92%
RWS
1004
Resolute Wealth Strategies
Mississippi
$319K +$36.4K +81 +13%
PPW
1005
Parcion Private Wealth
Washington
$319K +$316K +704 New
PFA
1006
Plotkin Financial Advisors
Maryland
$318K – – –
RF
1007
Rossby Financial
Florida
$317K +$6.29K +14 +2%
ITFISA
1008
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$317K – – –
AWM
1009
Avior Wealth Management
Nebraska
$316K +$26K +58 +9%
TC
1010
TFR Capital
Texas
$315K -$1.73M -3,852 -85%
OWA
1011
Outlook Wealth Advisors
Texas
$314K +$2.25K +5 +0.7%
EFS
1012
Essex Financial Services
Connecticut
$313K +$26.5K +59 +9%
MPW
1013
MASECO Private Wealth
$313K – – –
CFP
1014
Catalyst Financial Partners
Massachusetts
$313K -$53K -118 -15%
SIC
1015
Salem Investment Counselors
North Carolina
$311K – – –
GIA
1016
Guyasuta Investment Advisors
Pennsylvania
$311K – – –
WC
1017
Waterloo Capital
Texas
$310K +$95.2K +212 +45%
GWMR
1018
GC Wealth Management RIA
Massachusetts
$310K -$22.5K -50 -7%
RHJA
1019
Rice Hall James & Associates
California
$310K -$1.8K -4 -0.6%
WS
1020
Wedbush Securities
California
$310K -$1.35K -3 -0.4%
SL
1021
Sentinus LLC
Illinois
$310K +$307K +684 New
SBFM
1022
S-Bank Fund Management
Finland
$309K -$1.69M -3,770 -85%
KAM
1023
Knightsbridge Asset Management
California
$308K +$305K +679 New
AIM
1024
Advyzon Investment Management
Illinois
$307K +$7.19K +16 +2%
LA
1025
Legacy Advisors
Pennsylvania
$307K +$42.7K +95 +16%
39 40
41
42 43