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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1026
Tyche Wealth Partners
Texas
$290K +$463 +1 +0.2%
BI
1027
Ballast Inc
Kentucky
$288K -$18.5K -40 -7%
ACGA
1028
Atlanta Consulting Group Advisors
Georgia
$287K -$48.6K -105 -15%
SWA
1029
Sax Wealth Advisors
New Jersey
$287K +$264K +571 New
MPWT
1030
MassMutual Private Wealth & Trust
Connecticut
$282K -$13.9K -30 -5%
EWM
1031
Empirical Wealth Management
Washington
$279K -$146K -316 -36%
BB
1032
Busey Bank
Illinois
$278K -$4.63K -10 -2%
MPW
1033
MASECO Private Wealth
$277K +$256K +553 New
SMA
1034
Sage Mountain Advisors
Georgia
$275K -$17.1K -37 -6%
LCGC
1035
Legacy Capital Group California
California
$274K -$686K -1,480 -73%
ANTB
1036
AMG National Trust Bank
Colorado
$269K +$249K +537 New
BTWM
1037
Baker Tilly Wealth Management
Wisconsin
$269K +$15.7K +34 +7%
SCP
1038
Sivia Capital Partners
California
$267K +$247K +533 New
CWM
1039
CMH Wealth Management
New Hampshire
$267K – – –
SHJ
1040
Sharkey, Howes & Javer
Colorado
$267K -$2.32K -5 -0.9%
PWM
1041
Prosperity Wealth Management
California
$267K – – –
CFP
1042
Catalyst Financial Partners
Massachusetts
$267K +$25.9K +56 +12%
PWP
1043
Principle Wealth Partners
Connecticut
$266K +$463 +1 +0.2%
WF
1044
Wayfinding Financial
Washington
$265K -$20.8K -45 -8%
RIM
1045
Reliant Investment Management
Tennessee
$265K – – –
EH
1046
Equitable Holdings
New York
$264K -$529K -1,143 -68%
HI
1047
Harbour Investments
Wisconsin
$263K +$19.9K +43 +9%
WCP
1048
Wick Capital Partners
Pennsylvania
$262K +$463K +1,000 +196%
QIM
1049
Quantitative Investment Management
Virginia
$261K +$241K +521 New
BJL
1050
Brighton Jones LLC
Washington
$260K +$240K +519 New
40 41
42
43 44