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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
Abound Wealth Management
Tennessee
$18.7K +$1.39K +3 +8%
PWMG
1127
Private Wealth Management Group
New Jersey
$18.6K +$463 +1 +3%
CTA
1128
Colonial Trust Advisors
South Carolina
$18.1K – – –
CT
1129
Clearstead Trust
Maine
$18K -$13K -28 -42%
CPA
1130
Capital Performance Advisors
California
$18K +$17.6K +38 New
AWM
1131
Avior Wealth Management
Nebraska
$16.1K +$927 +2 +6%
FFO
1132
Fortitude Family Office
Arizona
$14.7K – – –
MWA
1133
MFA Wealth Advisors
Pennsylvania
$14.7K – – –
SVCP
1134
Silicon Valley Capital Partners
California
$14.4K – – –
IUHSA
1135
Itau Unibanco Holding S.A.
Brazil
$14.2K +$13.9K +30 New
RFG
1136
REAP Financial Group
Texas
$14K -$463 -1 -3%
MFT
1137
Moisand Fitzgerald Tamayo
Florida
$13.3K – – –
RWM
1138
Raffa Wealth Management
District of Columbia
$13.3K -$17.6K -38 -58%
TSMHT
1139
Thurston Springer Miller Herd & Titak
Indiana
$13.3K – – –
AP
1140
Aspect Partners
Virginia
$12.8K – – –
MHR
1141
Matthew Hamilton Rosenberg
$12.3K – – –
PPC
1142
Park Place Capital
Alabama
$12.3K – – –
KPP
1143
Kings Path Partners
Texas
$11.9K -$4.17K -9 -26%
LB
1144
Legacy Bridge
Iowa
$11.9K – – –
CWC
1145
Carolinas Wealth Consulting
North Carolina
$11.9K +$1.39K +3 +14%
AT
1146
Avalon Trust
New Mexico
$11.9K +$4.63K +10 +67%
GFPC
1147
Global Financial Private Client
Florida
$11.4K +$9.27K +20 +500%
AW
1148
Avion Wealth
Texas
$11K +$927 +2 +9%
LCM
1149
Logan Capital Management
Pennsylvania
$10.9K – – –
OC
1150
Oarsman Capital
Wisconsin
$9.02K +$8.81K +19 New
44 45
46
47 48