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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1126
Cherokee Insurance
Michigan
$226K – – –
FPW
1127
Flywheel Private Wealth
California
$226K – – –
GPA
1128
Garrison Point Advisors
California
$226K – – –
ACG
1129
Allen Capital Group
Nebraska
$226K +$13.9K +31 +7%
SFC
1130
SYM Financial Corp
Indiana
$225K +$223K +497 New
GAMA
1131
Graticule Asia Macro Advisors
New York
$224K +$222K +495 New
AWM
1132
Ariadne Wealth Management
California
$222K -$62.9K -140 -22%
OL
1133
Optas LLC
Texas
$219K +$217K +483 New
IIL
1134
Income Insurance Ltd
$217K – – –
EH
1135
Equitable Holdings
New York
$217K -$79.5K -177 -27%
AWC
1136
Abundance Wealth Counselors
Pennsylvania
$216K +$214K +476 New
WHCFA
1137
William Howard & Co Financial Advisors
Tennessee
$215K – – –
LA
1138
Layline Advisors
New York
$215K -$25.1K -56 -11%
QFW
1139
QTR Family Wealth
Florida
$214K +$212K +473 New
BWA
1140
Brave Warrior Advisors
New York
$213K – – –
CCP
1141
Caden Capital Partners
California
$213K – – –
AA
1142
Armis Advisers
Georgia
$213K +$191K +426 New
PA
1143
Procyon Advisors
Connecticut
$212K +$211K +469 New
LFAS
1144
Level Four Advisory Services
Texas
$212K +$2.69K +6 +1%
CSPIA
1145
Cary Street Partners Investment Advisory
Virginia
$212K +$30.1K +67 +17%
C
1146
Certuity
Florida
$212K +$10.8K +24 +5%
SHGA
1147
Sand Hill Global Advisors
California
$211K -$2.25K -5 -1%
SSG
1148
Summit Securities Group
New York
$211K +$198K +440 +1,692%
KP
1149
Keel Point
Alabama
$211K +$209K +466 New
AAS
1150
Ameritas Advisory Services
Nebraska
$211K +$209K +465 New
44 45
46
47 48