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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1101
Caerus Investment Advisors
Texas
$237K +$235K +523 New
DT
1102
DV Trading
Illinois
$236K -$18K -40 -7%
PPW
1103
Pasadena Private Wealth
California
$236K +$234K +520 New
DIM
1104
Delta Investment Management
California
$235K -$5.84K -13 -2%
CWG
1105
Cornerstone Wealth Group
North Carolina
$234K +$232K +516 New
S
1106
Storgate
Texas
$234K -$119K -265 -34%
DWP
1107
Daymark Wealth Partners
Ohio
$233K +$230K +513 New
CT
1108
Chicago Trust
Illinois
$232K – – –
FMLI
1109
Fukoku Mutual Life Insurance
Japan
$231K – – –
MAM
1110
Mainsail Asset Management
Alabama
$231K +$203K +452 New
TPCW
1111
TD Private Client Wealth
New York
$230K -$6.29K -14 -3%
AL
1112
Aspiriant LLC
California
$229K +$227K +506 New
QC
1113
Quent Capital
New York
$229K -$898 -2 -0.4%
SCA
1114
Sensenig Capital Advisors
Pennsylvania
$229K -$27.8K -62 -11%
SWP
1115
Stratos Wealth Partners
Ohio
$227K +$225K +502 New
SHJ
1116
Sharkey, Howes & Javer
Colorado
$227K – – –
PGFC
1117
Peapack-Gladstone Financial Corp
New Jersey
$227K +$225K +502 New
DBRC
1118
D.B. Root & Company
Pennsylvania
$227K -$898 -2 -0.4%
VA
1119
Valmark Advisers
Ohio
$226K -$5.39K -12 -2%
BHBT
1120
Burke & Herbert Bank & Trust
Virginia
$226K – – –
CI
1121
Cherokee Insurance
Michigan
$226K – – –
FPW
1122
Flywheel Private Wealth
California
$226K – – –
GPA
1123
Garrison Point Advisors
California
$226K – – –
ACG
1124
Allen Capital Group
Nebraska
$226K +$13.9K +31 +7%
SFC
1125
SYM Financial Corp
Indiana
$225K +$223K +497 New
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