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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1026
Oakworth Capital
Alabama
$27.3K +$8.69K +25 +56%
JWA
1027
JFS Wealth Advisors
Pennsylvania
$26.9K +$2.08K +6 +10%
FMP
1028
Financial Management Professionals
Texas
$23K – – –
WAS
1029
Wesleyan Assurance Society
United Kingdom
$23K – – –
CJ
1030
Caitlin John
Michigan
$21.9K +$19.5K +56 New
AF
1031
Advisornet Financial
Minnesota
$21.1K +$9.38K +27 +100%
BWL
1032
Bogart Wealth LLC
Virginia
$21.1K +$14.6K +42 +350%
TF
1033
Tompkins Financial
New York
$19.5K – – –
GKIM
1034
GW&K Investment Management
Massachusetts
$19K +$1.39K +4 +9%
DCP
1035
DSM Capital Partners
Florida
$18.7K +$16.7K +48 New
GA
1036
GoalVest Advisory
New York
$18.4K -$51.1K -147 -76%
ADL
1037
Asset Dedication LLC
California
$18K – – –
CTA
1038
Colonial Trust Advisors
South Carolina
$18K +$13.2K +38 +475%
PPC
1039
Park Place Capital
Alabama
$17.2K – – –
VWM
1040
Venturi Wealth Management
Texas
$17.2K +$3.48K +10 +29%
PA
1041
Pineridge Advisors
Missouri
$14.8K +$13.2K +38 New
POIA
1042
Pin Oak Investment Advisors
Texas
$14K – – –
VCM
1043
Versant Capital Management
Arizona
$13.7K +$695 +2 +6%
LFG
1044
Larson Financial Group
Missouri
$13.1K +$348 +1 +3%
AWM
1045
Abound Wealth Management
Tennessee
$13.1K +$1.04K +3 +10%
PWMG
1046
Private Wealth Management Group
New Jersey
$12.5K +$11.1K +32 New
RFG
1047
REAP Financial Group
Texas
$12.3K +$11.1K +32 New
S
1048
Sachetta
Massachusetts
$12.1K +$10.8K +31 New
SVCP
1049
Silicon Valley Capital Partners
California
$11.8K – – –
LCM
1050
Logan Capital Management
Pennsylvania
$11.3K -$1.74K -5 -15%
40 41
42
43 44