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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1101
WR Wealth Planners
Missouri
$39.4K +$18.1K +39 +89%
CA
1102
Claris Advisors
Missouri
$39.4K +$38.5K +83 New
OAJ
1103
Ogorek Anthony Joseph
New York
$39K – – –
Versant Capital Management
1104
Versant Capital Management
Arizona
$36.1K +$463 +1 +1%
C
1105
Covestor
United Kingdom
$36K -$2.78K -6 -7%
WPA
1106
West Paces Advisors
Georgia
$35.6K – – –
Catalyst Capital Advisors
1107
Catalyst Capital Advisors
New York
$35.6K +$34.8K +75 New
Coppell Advisory Solutions
1108
Coppell Advisory Solutions
Texas
$35.5K -$6.49K -14 -16%
Oakworth Capital
1109
Oakworth Capital
Alabama
$33.2K – – –
JFS Wealth Advisors
1110
JFS Wealth Advisors
Pennsylvania
$33.2K +$927 +2 +3%
Larson Financial Group
1111
Larson Financial Group
Missouri
$31.7K +$22.7K +49 +272%
GW&K Investment Management
1112
GW&K Investment Management
Massachusetts
$30K +$4.64K +10 +19%
PCMC
1113
Planning Capital Management Corporation
Pennsylvania
$28.7K +$23.6K +51 +567%
Wesleyan Assurance Society
1114
Wesleyan Assurance Society
United Kingdom
$28K – – –
EBA
1115
Eagle Bay Advisors
New York
$27.1K – – –
Financial Management Professionals
1116
Financial Management Professionals
Texas
$27K +$2.32K +5 +10%
CJ
1117
Caitlin John
Michigan
$27K – – –
Bogart Wealth LLC
1118
Bogart Wealth LLC
Virginia
$25.6K – – –
Meeder Asset Management
1119
Meeder Asset Management
Ohio
$23.3K +$463 +1 +2%
DSM Capital Partners
1120
DSM Capital Partners
Florida
$22.8K – – –
RTC
1121
Riverview Trust Company
Washington
$22.3K +$927 +2 +4%
DZ Bank
1122
DZ Bank
Germany
$21.8K -$240K -517 -92%
Foster Dykema Cabot & Partners
1123
Foster Dykema Cabot & Partners
Massachusetts
$19.9K – – –
IIC
1124
Integrated Investment Consultants
Michigan
$19.1K +$4.89M +10,541 New
AWM
1125
Abound Wealth Management
Tennessee
$18.7K +$1.39K +3 +8%