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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1126
Private Wealth Management Group
New Jersey
$18.6K +$463 +1 +3%
Colonial Trust Advisors
1127
Colonial Trust Advisors
South Carolina
$18.1K – – –
Clearstead Trust
1128
Clearstead Trust
Maine
$18K -$13K -28 -42%
CPA
1129
Capital Performance Advisors
California
$18K +$17.6K +38 New
Avior Wealth Management
1130
Avior Wealth Management
Nebraska
$16.1K +$927 +2 +6%
FFO
1131
Fortitude Family Office
Arizona
$14.7K – – –
MWA
1132
MFA Wealth Advisors
Pennsylvania
$14.7K – – –
Silicon Valley Capital Partners
1133
Silicon Valley Capital Partners
California
$14.4K – – –
Itau Unibanco Holding S.A.
1134
Itau Unibanco Holding S.A.
Brazil
$14.2K +$13.9K +30 New
RFG
1135
REAP Financial Group
Texas
$14K -$463 -1 -3%
Moisand Fitzgerald Tamayo
1136
Moisand Fitzgerald Tamayo
Florida
$13.3K – – –
Raffa Wealth Management
1137
Raffa Wealth Management
District of Columbia
$13.3K -$17.6K -38 -58%
TSMHT
1138
Thurston Springer Miller Herd & Titak
Indiana
$13.3K – – –
AP
1139
Aspect Partners
Virginia
$12.8K – – –
MHR
1140
Matthew Hamilton Rosenberg
$12.3K – – –
Park Place Capital
1141
Park Place Capital
Alabama
$12.3K – – –
KPP
1142
Kings Path Partners
Texas
$11.9K -$4.17K -9 -26%
LB
1143
Legacy Bridge
Iowa
$11.9K – – –
CWC
1144
Carolinas Wealth Consulting
North Carolina
$11.9K +$1.39K +3 +14%
Avalon Trust
1145
Avalon Trust
New Mexico
$11.9K +$4.64K +10 +67%
GFPC
1146
Global Financial Private Client
Florida
$11.4K +$9.27K +20 +500%
AW
1147
Avion Wealth
Texas
$11K +$927 +2 +9%
Logan Capital Management
1148
Logan Capital Management
Pennsylvania
$10.9K – – –
BWM
1149
Bullock Wealth Management
Indiana
$10.4K +$10.2K +22 New
Oarsman Capital
1150
Oarsman Capital
Wisconsin
$9.02K +$8.81K +19 New