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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1051
Principle Wealth Partners
Connecticut
$253K – – –
HI
1052
Harbour Investments
Wisconsin
$253K +$2.52K +5 +1%
RIM
1053
Reliant Investment Management
Tennessee
$252K – – –
VBA
1054
von Borstel & Associates
Oregon
$250K +$260K +516 New
AHL
1055
Abel Hall LLC
Louisiana
$250K +$3.02K +6 +1%
CFO
1056
CVA Family Office
Colorado
$250K +$10.1K +20 +4%
FRM
1057
Fox Run Management
Connecticut
$247K +$262K +519 New
AWA
1058
Arkadios Wealth Advisors
Georgia
$245K -$226K -449 -47%
WCP
1059
Wick Capital Partners
Pennsylvania
$245K -$502K -995 -66%
WF
1060
Wayfinding Financial
Washington
$244K +$1.01K +2 +0.4%
PFM
1061
Patton Fund Management
Texas
$244K -$1.62M -3,209 -86%
TWA
1062
TCI Wealth Advisors
Arizona
$244K +$4.03K +8 +2%
EFS
1063
Essex Financial Services
Connecticut
$243K -$39.3K -78 -13%
HW
1064
Hancock Whitney
Mississippi
$242K -$3.02K -6 -1%
VFG
1065
Victory Financial Group
Texas
$242K -$1.51K -3 -0.6%
ACI
1066
Alpha Cubed Investments
California
$241K – – –
VA
1067
Valmark Advisers
Ohio
$241K +$1.51K +3 +0.6%
SB
1068
Simmons Bank
Arkansas
$239K -$39.3K -78 -13%
EL
1069
EWA LLC
Pennsylvania
$239K +$10.6K +21 +4%
CI
1070
Cherokee Insurance
Michigan
$238K -$75.6K -150 -23%
EA
1071
Everpar Advisors
Oklahoma
$238K -$48.4K -96 -16%
BHBT
1072
Burke & Herbert Bank & Trust
Virginia
$238K – – –
GPA
1073
Garrison Point Advisors
California
$238K – – –
PWM
1074
Peck Wealth Management
New York
$238K +$252K +500 New
WG
1075
Winton Group
United Kingdom
$238K +$252K +499 New
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