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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMA
1126
Graticule Asia Macro Advisors
New York
$224K +$222K +495 New
AWM
1127
Ariadne Wealth Management
California
$222K -$62.9K -140 -22%
OL
1128
Optas LLC
Texas
$219K +$217K +483 New
IIL
1129
Income Insurance Ltd
$217K – – –
EH
1130
Equitable Holdings
New York
$217K -$79.5K -177 -27%
AWC
1131
Abundance Wealth Counselors
Pennsylvania
$216K +$214K +476 New
WHCFA
1132
William Howard & Co Financial Advisors
Tennessee
$215K – – –
LA
1133
Layline Advisors
New York
$215K +$213K +474 New
QFW
1134
QTR Family Wealth
Florida
$214K +$212K +473 New
BWA
1135
Brave Warrior Advisors
New York
$213K – – –
CCP
1136
Caden Capital Partners
California
$213K – – –
AA
1137
Armis Advisers
Georgia
$213K +$191K +426 New
PA
1138
Procyon Advisors
Connecticut
$212K +$211K +469 New
LFAS
1139
Level Four Advisory Services
Texas
$212K +$2.69K +6 +1%
CSPIA
1140
Cary Street Partners Investment Advisory
Virginia
$212K +$30.1K +67 +17%
C
1141
Certuity
Florida
$212K +$10.8K +24 +5%
SHGA
1142
Sand Hill Global Advisors
California
$211K -$2.25K -5 -1%
SSG
1143
Summit Securities Group
New York
$211K +$198K +440 +1,692%
KP
1144
Keel Point
Alabama
$211K +$209K +466 New
AAS
1145
Ameritas Advisory Services
Nebraska
$211K +$209K +465 New
AWA
1146
Arkadios Wealth Advisors
Georgia
$208K +$207K +460 New
CPWM
1147
Cypress Point Wealth Management
Texas
$208K +$207K +460 New
VFG
1148
Victory Financial Group
Texas
$208K -$75K -167 -27%
FFA
1149
Fi3 Financial Advisors
Indiana
$207K +$561K +1,250 +138%
ML
1150
McAdam LLC
Pennsylvania
$207K +$205K +456 New
44 45
46
47 48