We are live on ! Find out more
MCO icon

Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
1026
First National Bank & Trust Co of Newtown
Pennsylvania
$279K – – –
PFA
1027
Pathway Financial Advisors
Vermont
$279K – – –
RWS
1028
Resolute Wealth Strategies
Mississippi
$279K – – –
SS
1029
SBI Securities
Japan
$279K +$2.41K +5 +0.8%
QWP
1030
Quotient Wealth Partners
Texas
$277K -$11.1K -23 -4%
FAM
1031
Fenimore Asset Management
New York
$276K -$94K -195 -25%
MPWT
1032
MassMutual Private Wealth & Trust
Connecticut
$276K +$59.7K +124 +26%
LHC
1033
Little House Capital
Massachusetts
$275K – – –
SMA
1034
Sage Mountain Advisors
Georgia
$272K -$10.1K -21 -3%
PCP
1035
Perbak Capital Partners
United Kingdom
$271K +$281K +583 New
IPW
1036
Invictus Private Wealth
Colorado
$270K -$14.5K -30 -5%
JEST
1037
JTC Employer Solutions Trustee
Jersey
$270K – – –
TWP
1038
Tyche Wealth Partners
Texas
$269K – – –
BFO
1039
Boston Family Office
Massachusetts
$268K – – –
N
1040
Numerai
California
$268K +$277K +575 New
BB
1041
Busey Bank
Illinois
$263K +$3.37K +7 +1%
WF
1042
Wayfinding Financial
Washington
$258K -$3.85K -8 -1%
ACG
1043
Allen Capital Group
Nebraska
$255K +$40.5K +84 +18%
RPWA
1044
Regent Peak Wealth Advisors
Georgia
$252K -$8.19K -17 -3%
GSC
1045
Ground Swell Capital
South Carolina
$251K +$260K +539 New
SHJ
1046
Sharkey, Howes & Javer
Colorado
$251K – – –
LAM
1047
Longboard Asset Management
Arizona
$249K – – –
CWM
1048
CMH Wealth Management
New Hampshire
$248K – – –
PWM
1049
Prosperity Wealth Management
California
$248K – – –
PWP
1050
Principle Wealth Partners
Connecticut
$247K +$2.41K +5 +1%
40 41
42
43 44