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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1051
Financial Management Professionals
Texas
$19K -$3.86K -10 -17%
VWM
1052
Venturi Wealth Management
Texas
$18.9K +$1.54K +4 +9%
DCP
1053
DSM Capital Partners
Florida
$18.9K – – –
MAM
1054
Meeder Asset Management
Ohio
$18.1K +$17.7K +46 New
ADL
1055
Asset Dedication LLC
California
$18K – – –
EBA
1056
Eagle Bay Advisors
New York
$17.7K +$7.33K +19 +73%
RTC
1057
Riverview Trust Company
Washington
$17.7K +$17.4K +45 New
FDCP
1058
Foster Dykema Cabot & Partners
Massachusetts
$16.7K +$16.2K +42 New
CTA
1059
Colonial Trust Advisors
South Carolina
$16.5K -$1.54K -4 -9%
QL
1060
Quarry LP
New York
$16.5K -$27.4K -71 -63%
PPC
1061
Park Place Capital
Alabama
$15.7K -$1.54K -4 -9%
PWMG
1062
Private Wealth Management Group
New Jersey
$15K +$2.31K +6 +19%
DWA
1063
Delos Wealth Advisors
Texas
$14.9K +$14.3K +37 +3,700%
VCM
1064
Versant Capital Management
Arizona
$13.8K – – –
RFG
1065
REAP Financial Group
Texas
$13.6K +$1.16K +3 +9%
AWM
1066
Abound Wealth Management
Tennessee
$13.5K – – –
S
1067
Sachetta
Massachusetts
$12.1K – – –
SVCP
1068
Silicon Valley Capital Partners
California
$11.9K – – –
MFT
1069
Moisand Fitzgerald Tamayo
Florida
$11K – – –
AP
1070
Aspect Partners
Virginia
$10.6K – – –
LB
1071
Legacy Bridge
Iowa
$9.83K – – –
WWP
1072
WR Wealth Planners
Missouri
$9.83K +$9.64K +25 New
LI
1073
LRI Investments
Florida
$9.43K +$9.25K +24 New
RWA
1074
Redmont Wealth Advisors
Illinois
$9.43K +$9.25K +24 New
CWC
1075
Carolinas Wealth Consulting
North Carolina
$9.04K -$40.9K -106 -82%
41 42
43
44 45