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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1026
Human Investing
Oregon
$219K +$214K +461 New
MA
1027
MONECO Advisors
Connecticut
$218K +$213K +459 New
JSW
1028
Journey Strategic Wealth
New Jersey
$217K +$212K +457 New
HI
1029
Harbour Investments
Wisconsin
$216K +$32K +69 +18%
AFPL
1030
Advus Financial Partners, LLC
Florida
$214K +$209K +451 New
SP
1031
Symmetry Partners
Connecticut
$210K -$350K -756 -63%
MWM
1032
Meridian Wealth Management
Kentucky
$210K +$205K +442 New
CAG
1033
Crestwood Advisors Group
Massachusetts
$209K -$81.1K -175 -28%
DWP
1034
Daymark Wealth Partners
Ohio
$208K +$203K +437 New
GRP
1035
Global Retirement Partners
California
$206K -$4.63K -10 -2%
9WM
1036
9258 Wealth Management
Ohio
$205K +$200K +432 New
TNAM
1037
Terra Nova Asset Management
New York
$204K +$199K +430 New
CFP
1038
Catalyst Financial Partners
Massachusetts
$204K +$199K +429 New
QIM
1039
Quantitative Investment Management
Virginia
$201K -$1.36M -2,935 -87%
AT
1040
Arlington Trust
Alabama
$197K – – –
QC
1041
Quent Capital
New York
$196K +$38.9K +84 +26%
CYG
1042
Clean Yield Group
Vermont
$191K +$17.1K +37 +10%
B
1043
Birchbrook
Maine
$190K – – –
ICM
1044
Islay Capital Management
Texas
$187K – – –
GBT
1045
Grove Bank & Trust
Florida
$181K +$19.9K +43 +13%
JFGIW
1046
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K +$14.8K +32 +9%
JIP
1047
Jaffetilchin Investment Partners
Florida
$165K +$161K +347 New
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$163K – – –
HCP
1049
Hexagon Capital Partners
Arkansas
$154K -$12.5K -27 -8%
SC
1050
SouthState Corp
Florida
$153K – – –
40 41
42
43 44