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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
1001
Guardian Wealth Advisors (North Carolina)
North Carolina
$318K -$946 -2 -0.3%
GFP
1002
Gryphon Financial Partners
Ohio
$317K +$20.8K +44 +6%
CA
1003
Carson Advisory
Georgia
$314K – – –
SWA
1004
Sax Wealth Advisors
New Jersey
$314K – – –
OFP
1005
OLIO Financial Planning
Virginia
$310K +$64.8K +137 +24%
PFA
1006
Plotkin Financial Advisors
Maryland
$306K – – –
XT
1007
XTX Topco
Cayman Islands
$306K -$1.11M -2,338 -77%
ITFISA
1008
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$305K – – –
QWP
1009
Quotient Wealth Partners
Texas
$302K +$2.37K +5 +0.7%
WFI
1010
West Family Investments
California
$301K -$120K -254 -27%
MPW
1011
MASECO Private Wealth
$301K – – –
RF
1012
Rossby Financial
Florida
$301K +$175K +370 +117%
RHJA
1013
Rice Hall James & Associates
California
$301K – – –
OWA
1014
Outlook Wealth Advisors
Texas
$300K -$1.89K -4 -0.6%
WS
1015
Wedbush Securities
California
$300K +$49.2K +104 +18%
SIC
1016
Salem Investment Counselors
North Carolina
$300K – – –
GIA
1017
Guyasuta Investment Advisors
Pennsylvania
$299K -$31.7K -67 -9%
NP
1018
NorthRock Partners
Minnesota
$298K +$16.6K +35 +5%
BCM
1019
Boltwood Capital Management
California
$297K -$9.46K -20 -3%
BWP
1020
Balboa Wealth Partners
Arizona
$295K +$473 +1 +0.1%
ACM
1021
Advisors Capital Management
New Jersey
$293K -$18.4K -39 -5%
ACGA
1022
Atlanta Consulting Group Advisors
Georgia
$290K -$12.3K -26 -4%
AIM
1023
Advyzon Investment Management
Illinois
$289K +$14.2K +30 +5%
FFP
1024
FourThought Financial Partners
Florida
$289K -$57.7K -122 -16%
IWP
1025
Innova Wealth Partners
Pennsylvania
$286K +$107K +226 +52%
39 40
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