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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1076
Beese Fulmer Investment Management
Ohio
$287K -$228K -468 -45%
DOA
1077
D'Orazio & Associates
Virginia
$286K +$3.9K +8 +1%
JFG
1078
Jefferies Financial Group
New York
$286K -$4.62M -9,463 -94%
HC
1079
Hamilton Capital
Ohio
$285K +$272K +558 New
PFBT
1080
Parkside Financial Bank & Trust
Missouri
$284K -$3.42K -7 -1%
HR
1081
Howe & Rusling
New York
$283K – – –
MCM
1082
Manchester Capital Management
Vermont
$283K +$28.3K +58 +12%
PCP
1083
Panoramic Capital Partners
Oregon
$281K -$18.1K -37 -6%
RPWA
1084
Regent Peak Wealth Advisors
Georgia
$281K – – –
VA
1085
Valmark Advisers
Ohio
$280K +$20.5K +42 +8%
EWM
1086
Endowment Wealth Management
Wisconsin
$279K -$29.3K -60 -10%
MA
1087
MONECO Advisors
Connecticut
$278K -$5.37K -11 -2%
IP
1088
Ignite Planners
California
$276K +$36.1K +74 +16%
LAM
1089
LECAP Asset Management
United Kingdom
$276K -$1.85M -3,787 -88%
LFG
1090
Larson Financial Group
Missouri
$275K -$7.81K -16 -3%
PWP
1091
Principle Wealth Partners
Connecticut
$273K +$1.95K +4 +0.8%
PWM
1092
Prosperity Wealth Management
California
$273K – – –
CFO
1093
CVA Family Office
Colorado
$273K +$5.37K +11 +2%
TWA
1094
TCI Wealth Advisors
Arizona
$273K +$11.2K +23 +4%
EL
1095
EWA LLC
Pennsylvania
$273K +$16.6K +34 +7%
DFCM
1096
Dark Forest Capital Management
Puerto Rico
$273K +$261K +534 New
CWM
1097
CMH Wealth Management
New Hampshire
$272K – – –
SHJ
1098
Sharkey, Howes & Javer
Colorado
$272K – – –
DIM
1099
Delta Investment Management
California
$271K -$53.2K -109 -17%
RIM
1100
Reliant Investment Management
Tennessee
$270K – – –
42 43
44
45 46