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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1126
Patton Fund Management
Texas
$245K -$16.1K -33 -6%
EPW
1127
Evolve Private Wealth
California
$245K +$234K +479 New
LFAS
1128
Level Four Advisory Services
Texas
$244K +$16.6K +34 +8%
WHCFA
1129
William Howard & Co Financial Advisors
Tennessee
$243K – – –
BWA
1130
Brave Warrior Advisors
New York
$241K – – –
ANTB
1131
AMG National Trust Bank
Colorado
$239K – – –
FCBT
1132
First Citizens Bank & Trust
North Carolina
$238K +$227K +465 New
FWI
1133
Facet Wealth Inc
Maryland
$234K +$6.83K +14 +3%
TAM
1134
Tocqueville Asset Management
New York
$233K +$976 +2 +0.4%
NB
1135
NBT Bank
New York
$231K +$17.1K +35 +4%
FCM
1136
Fire Capital Management
California
$231K +$221K +453 New
AC
1137
AlphaCore Capital
California
$231K +$221K +453 New
CWG
1138
Cornerstone Wealth Group
North Carolina
$230K +$1.46K +3 +0.7%
OL
1139
OneFund LLC
Florida
$230K +$10.2K +21 +5%
CWM
1140
Chesapeake Wealth Management
Virginia
$230K – – –
SWP
1141
Stratos Wealth Partners
Ohio
$228K +$7.81K +16 +4%
BI
1142
Ballast Inc
Kentucky
$227K +$217K +445 New
MFS
1143
Mirabella Financial Services
United Kingdom
$227K +$217K +444 New
GBT
1144
Grove Bank & Trust
Florida
$227K – – –
AUB
1145
Atlantic Union Bankshares
Virginia
$224K +$19.5K +40 +10%
QC
1146
Quent Capital
New York
$223K -$10.7K -22 -5%
QLSGSCF
1147
Quent Long Short Global Small Cap Fund
New York
$223K +$213K +437 New
BRWA
1148
B. Riley Wealth Advisors
Florida
$223K -$8.78K -18 -4%
IIM
1149
Ipswich Investment Management
Massachusetts
$222K – – –
GC
1150
Gilbert & Cook
Iowa
$222K +$3.42K +7 +2%
44 45
46
47 48