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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1076
Asset Dedication LLC
California
$19.8K – – –
RTC
1077
Riverview Trust Company
Washington
$18.9K – – –
WWP
1078
WR Wealth Planners
Missouri
$18.5K +$7.56K +19 +76%
FDCP
1079
Foster Dykema Cabot & Partners
Massachusetts
$17.9K – – –
LFA
1080
LGT Financial Advisors
Texas
$17.7K +$16.7K +42 New
PWMG
1081
Private Wealth Management Group
New Jersey
$16K – – –
CTA
1082
Colonial Trust Advisors
South Carolina
$16K -$1.59K -4 -10%
DWA
1083
Delos Wealth Advisors
Texas
$16K – – –
S
1084
Sachetta
Massachusetts
$15.6K +$1.19K +3 +10%
AWM
1085
Abound Wealth Management
Tennessee
$15.3K +$796 +2 +6%
KPP
1086
Kings Path Partners
Texas
$14.3K +$13.5K +34 New
AWM
1087
Avior Wealth Management
Nebraska
$13.5K -$259K -652 -95%
SWS
1088
SYSTM Wealth Solutions
Illinois
$13.1K -$751K -1,887 -98%
FFO
1089
Fortitude Family Office
Arizona
$13K +$5.57K +14 +82%
MWA
1090
MFA Wealth Advisors
Pennsylvania
$13K +$12.3K +31 New
RFG
1091
REAP Financial Group
Texas
$12.9K -$1.59K -4 -11%
SVCP
1092
Silicon Valley Capital Partners
California
$12.7K – – –
MFT
1093
Moisand Fitzgerald Tamayo
Florida
$11.8K – – –
TSMHT
1094
Thurston Springer Miller Herd & Titak
Indiana
$11.8K +$11.1K +28 New
AP
1095
Aspect Partners
Virginia
$11.4K – – –
MHR
1096
Matthew Hamilton Rosenberg
$11K +$10.3K +26 New
PPC
1097
Park Place Capital
Alabama
$10.9K -$5.57K -14 -35%
LB
1098
Legacy Bridge
Iowa
$10.5K – – –
QL
1099
Quarry LP
New York
$10.5K -$6.76K -17 -40%
RWA
1100
Redmont Wealth Advisors
Illinois
$10.1K – – –
42 43
44
45 46