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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1001
Total Wealth Planning
Ohio
– -$251K -693 Closed
SC
1002
Scotia Capital
Ontario, Canada
– -$225K -622 Closed
HW
1003
Hancock Whitney
Mississippi
– -$221K -610 Closed
MC
1004
Middleton & Co
Massachusetts
– -$218K -602 Closed
FC
1005
Financial Consulate
Maryland
– -$211K -582 Closed
1SB
1006
1ST Source Bank
Indiana
– -$203K -560 Closed
BAM
1007
Belpointe Asset Management
Nevada
– -$166K -458 Closed
ANBT
1008
American National Bank & Trust
Texas
– -$126K -349 Closed
CFO
1009
CVA Family Office
Colorado
– -$107K -295 Closed
KFP
1010
KB Financial Partners
New Jersey
– -$97K -269 Closed
PA
1011
Perennial Advisors
New York
– -$69K -190 Closed
PGWM
1012
Parisi Gray Wealth Management
New Jersey
– -$41K -113 Closed
EFSCE
1013
Enterprise Financial Services Corp (EFSC)
Missouri
– -$28K -76 Closed
H
1014
Hexavest
Quebec, Canada
– -$13K -37 Closed
EBSAM
1015
Eubel Brady & Suttman Asset Management
Ohio
– -$8K -28 Closed
RDWM
1016
Red Door Wealth Management
Tennessee
– -$6K -18 Closed
PWS
1017
Paragon Wealth Strategies
Florida
– -$4K -12 Closed
PO
1018
Private Ocean
California
– -$3K -9 Closed
SL
1019
Savior LLC
Massachusetts
– -$1K -4 Closed
SFO
1020
Standard Family Office
South Dakota
– -$1K -4 Closed
SB
1021
Strategic Blueprint
Georgia
– -$1K -4 Closed
WWM
1022
Wolff Wiese Magana
California
– -$1K -3 Closed
JWM
1023
Janiczek Wealth Management
Colorado
– +$377 +1 New
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