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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1051
D'Orazio & Associates
Virginia
$246K +$14K +29 +6%
RIM
1052
Reliant Investment Management
Tennessee
$246K – – –
CCA
1053
Catalyst Capital Advisors
New York
$245K +$79K +164 +45%
CC
1054
Corton Capital
Ontario, Canada
$244K +$252K +523 New
VA
1055
Valmark Advisers
Ohio
$239K +$4.82K +10 +2%
PCP
1056
Panoramic Capital Partners
Oregon
$238K +$44.8K +93 +18%
ACI
1057
Alpha Cubed Investments
California
$238K -$482 -1 -0.2%
6F
1058
626 Financial
Michigan
$238K – – –
WCP
1059
Wick Capital Partners
Pennsylvania
$237K – – –
AWE
1060
Avidian Wealth Enterprises
Texas
$236K +$38.5K +80 +19%
LFAS
1061
Level Four Advisory Services
Texas
$235K +$5.3K +11 +2%
TFF
1062
The Family Firm
Maryland
$235K +$482 +1 +0.2%
JCM
1063
J2 Capital Management
Michigan
$235K -$15.4K -32 -6%
AHL
1064
Abel Hall LLC
Louisiana
$234K +$242K +502 New
BTWM
1065
Baker Tilly Wealth Management
Wisconsin
$234K +$2.89K +6 +1%
BHBT
1066
Burke & Herbert Bank & Trust
Virginia
$233K – – –
GPA
1067
Garrison Point Advisors
California
$233K – – –
SFG
1068
Shum Financial Group
California
$233K – – –
JSW
1069
Journey Strategic Wealth
New Jersey
$233K +$19.8K +41 +9%
CHP
1070
Cable Hill Partners
Oregon
$232K -$8.67K -18 -3%
TWA
1071
TCI Wealth Advisors
Arizona
$232K +$2.89K +6 +1%
CFO
1072
CVA Family Office
Colorado
$232K +$7.23K +15 +3%
MA
1073
MONECO Advisors
Connecticut
$231K -$19.3K -40 -7%
NB
1074
NBT Bank
New York
$230K -$98.8K -205 -29%
BMCM
1075
Burns Matteson Capital Management
New York
$229K +$237K +492 New
41 42
43
44 45