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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
1076
First Affirmative Financial Network
Colorado
$218K +$220K +462 New
HI
1077
Human Investing
Oregon
$218K – – –
Journey Strategic Wealth
1078
Journey Strategic Wealth
New Jersey
$217K +$955 +2 +0.4%
Peapack-Gladstone Financial Corp
1079
Peapack-Gladstone Financial Corp
New Jersey
$217K -$12.4K -26 -5%
Harbour Investments
1080
Harbour Investments
Wisconsin
$216K – – –
Catalyst Financial Partners
1081
Catalyst Financial Partners
Massachusetts
$213K +$10.5K +22 +5%
RF
1082
Rossby Financial
Florida
$213K +$215K +451 New
CWM
1083
Chesapeake Wealth Management
Virginia
$213K -$35.8K -75 -14%
WAS
1084
Wealth Advisory Solutions
Indiana
$211K +$213K +446 New
Convergence Financial
1085
Convergence Financial
Missouri
$209K -$11.9K -25 -5%
Savvy Advisors Inc
1086
Savvy Advisors Inc
New York
$205K +$206K +432 New
Grove Bank & Trust
1087
Grove Bank & Trust
Florida
$204K +$24.3K +51 +13%
Prelude Capital Management
1088
Prelude Capital Management
New York
$203K +$204K +428 New
Avidian Wealth Enterprises
1089
Avidian Wealth Enterprises
Texas
$202K +$204K +427 New
BWM
1090
Baron Wealth Management
Michigan
$202K +$204K +427 New
Gilbert & Cook
1091
Gilbert & Cook
Iowa
$200K +$202K +423 New
Global Retirement Partners
1092
Global Retirement Partners
California
$200K -$6.2K -13 -3%
Crews Bank & Trust
1093
Crews Bank & Trust
Florida
$199K +$201K +421 New
AT
1094
Arlington Trust
Alabama
$196K – – –
CYG
1095
Clean Yield Group
Vermont
$190K – – –
Quent Capital
1096
Quent Capital
New York
$190K -$5.25K -11 -3%
B
1097
Birchbrook
Maine
$189K – – –
Cary Street Partners
1098
Cary Street Partners
Virginia
$186K +$188K +393 New
WA
1099
WPG Advisers
Maryland
$185K +$187K +391 New
SC
1100
Stance Capital
Massachusetts
$184K +$185K +388 New