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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1101
Reliant Investment Management
Tennessee
$270K – – –
AAG
1102
Asset Advisory Group
New Jersey
$269K +$257K +527 New
Norden Group
1103
Norden Group
Utah
$268K +$50.3K +103 +24%
WKSWA
1104
White Knight Strategic Wealth Advisors
New Jersey
$267K +$255K +523 New
Mount Yale Investment Advisors
1105
Mount Yale Investment Advisors
Colorado
$266K -$143K -294 -36%
TPI
1106
Trust Point Inc
Wisconsin
$265K +$32.7K +67 +15%
Resonant Capital Advisors
1107
Resonant Capital Advisors
Wisconsin
$262K +$21.5K +44 +9%
Fukoku Mutual Life Insurance
1108
Fukoku Mutual Life Insurance
Japan
$261K -$53.2K -109 -18%
Alpha Cubed Investments
1109
Alpha Cubed Investments
California
$259K +$488 +1 +0.2%
Hancock Whitney
1110
Hancock Whitney
Mississippi
$259K -$488 -1 -0.2%
WF
1111
Wayfinding Financial
Washington
$258K -$3.42K -7 -1%
Koshinski Asset Management
1112
Koshinski Asset Management
Illinois
$256K +$26.8K +55 +12%
OpenArc Corporate Advisory
1113
OpenArc Corporate Advisory
Georgia
$256K +$244K +501 New
BHBT
1114
Burke & Herbert Bank & Trust
Virginia
$255K – – –
CI
1115
Cherokee Insurance
Michigan
$255K – – –
GPA
1116
Garrison Point Advisors
California
$255K – – –
PWM
1117
Peck Wealth Management
New York
$255K – – –
Global Endowment Management
1118
Global Endowment Management
North Carolina
$255K -$530K -1,086 -69%
Allen Capital Group
1119
Allen Capital Group
Nebraska
$254K +$13.2K +27 +6%
Sanibel Captiva Trust Company
1120
Sanibel Captiva Trust Company
Florida
$251K +$5.37K +11 +2%
Empirical Wealth Management
1121
Empirical Wealth Management
Washington
$250K -$123K -253 -34%
Sage Mountain Advisors
1122
Sage Mountain Advisors
Georgia
$249K +$238K +488 New
Klingman & Associates
1123
Klingman & Associates
New York
$249K +$8.29K +17 +4%
Optas LLC
1124
Optas LLC
Texas
$249K +$238K +488 New
WC
1125
Waterloo Capital
Texas
$247K +$236K +484 New