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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
1026
JTC Employer Solutions Trustee
Jersey
$276K – – –
OFP
1027
OLIO Financial Planning
Virginia
$274K -$78.6K -156 -21%
TWP
1028
Tyche Wealth Partners
Texas
$273K -$2.52K -5 -0.9%
ACGA
1029
Atlanta Consulting Group Advisors
Georgia
$273K – – –
LCGC
1030
Legacy Capital Group California
California
$273K +$12.6K +25 +5%
SS
1031
SBI Securities
Japan
$272K -$71.6K -142 -20%
MPWT
1032
MassMutual Private Wealth & Trust
Connecticut
$270K +$2.02K +4 +0.7%
PFBT
1033
Parkside Financial Bank & Trust
Missouri
$268K +$22.7K +45 +9%
WIA
1034
World Investment Advisors
California
$266K +$80.2K +159 +40%
BB
1035
Busey Bank
Illinois
$265K +$1.51K +3 +0.5%
LFG
1036
Larson Financial Group
Missouri
$265K +$80.7K +160 +41%
FCG
1037
Fielder Capital Group
Tennessee
$265K -$185K -367 -40%
MA
1038
MONECO Advisors
Connecticut
$264K +$30.2K +60 +12%
AWA
1039
A4 Wealth Advisors
North Carolina
$264K +$280K +555 New
HR
1040
Howe & Rusling
New York
$264K -$42.3K -84 -13%
DOA
1041
D'Orazio & Associates
Virginia
$263K +$24.7K +49 +10%
RPWA
1042
Regent Peak Wealth Advisors
Georgia
$263K +$278K +551 New
CFG
1043
Cooper Financial Group
California
$262K +$64K +127 +30%
BTWM
1044
Baker Tilly Wealth Management
Wisconsin
$262K +$6.55K +13 +2%
CFP
1045
Catalyst Financial Partners
Massachusetts
$262K +$8.06K +16 +3%
HIP
1046
HUB Investment Partners
Texas
$258K +$273K +541 New
SCP
1047
Sivia Capital Partners
California
$256K +$2.02K +4 +0.8%
PWM
1048
Prosperity Wealth Management
California
$255K +$1.01K +2 +0.4%
CWM
1049
CMH Wealth Management
New Hampshire
$254K – – –
SHJ
1050
Sharkey, Howes & Javer
Colorado
$254K – – –
40 41
42
43 44