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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
1076
K.J. Harrison & Partners
Ontario, Canada
– -$214K -619 Closed
ATPW
1077
Ashton Thomas Private Wealth
Arizona
– -$215K -617 Closed
HWA
1078
HCR Wealth Advisors
California
– -$213K -612 Closed
QT
1079
Quantamental Technologies
New York
– -$212K -610 Closed
LSA
1080
Lion Street Advisors
Texas
– -$245K -606 Closed
TCBWMS
1081
Texas Capital Bank Wealth Management Services
Texas
– -$210K -605 Closed
WAP
1082
Wealthcare Advisory Partners
Pennsylvania
– -$209K -601 Closed
BHBT
1083
Burke & Herbert Bank & Trust
Virginia
– -$209K -600 Closed
CA
1084
Cullinan Associates
Kentucky
– -$209K -600 Closed
ECM
1085
EagleClaw Capital Management
Massachusetts
– -$209K -600 Closed
FNBTCON
1086
First National Bank & Trust Co of Newtown
Pennsylvania
– -$209K -600 Closed
MCM
1087
Monarch Capital Management
Indiana
– -$209K -600 Closed
PFA
1088
Pathway Financial Advisors
Vermont
– -$209K -600 Closed
RWS
1089
Resolute Wealth Strategies
Mississippi
– -$209K -600 Closed
ANTB
1090
AMG National Trust Bank
Colorado
– -$208K -597 Closed
FFM
1091
Forum Financial Management
Illinois
– -$207K -596 Closed
GIA
1092
Gateway Investment Advisers
Ohio
– -$204K -588 Closed
QP
1093
Quilter Plc
United Kingdom
– -$456K -460 Closed
CFO
1094
CVA Family Office
Colorado
– -$125K -360 Closed
SSG
1095
Summit Securities Group
New York
– -$72K -207 Closed
LSA
1096
Leonteq Securities AG
Switzerland
– -$54.2K -156 Closed
CAS
1097
Coppell Advisory Solutions
Texas
– -$52.4K -152 Closed
SWA
1098
SOA Wealth Advisors
New York
– -$5.56K -16 Closed
BG
1099
Bollard Group
Massachusetts
– -$5K -15 Closed
DI
1100
Disciplined Investments
Oklahoma
– -$3.48K -10 Closed
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