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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1151
Main Street Financial Solutions
Pennsylvania
$221K -$4.88K -10 -2%
IWP
1152
Innova Wealth Partners
Pennsylvania
$220K +$210K +431 New
IA
1153
IFC Advisors
California
$220K +$4.39K +9 +2%
TPCW
1154
TD Private Client Wealth
New York
$219K +$13.2K +27 +7%
GSEP
1155
Golden State Equity Partners
California
$219K +$209K +429 New
VCM
1156
Versant Capital Management
Arizona
$219K -$17.1K -35 -8%
HH
1157
Hilltop Holdings
Texas
$217K -$753K -1,544 -78%
GKWIM
1158
Gerber Kawasaki Wealth & Investment Management
California
$216K +$206K +422 New
WWA
1159
Wingate Wealth Advisors
Massachusetts
$215K +$205K +421 New
CBT
1160
Crews Bank & Trust
Florida
$215K -$488 -1 -0.2%
PA
1161
Procyon Advisors
Connecticut
$213K +$204K +418 New
OCA
1162
Odyssey Capital Advisors
Pennsylvania
$213K +$203K +417 New
SAI
1163
Systematic Alpha Investments
New Jersey
$213K +$203K +416 New
PPW
1164
Pasadena Private Wealth
California
$211K +$202K +414 New
RWI
1165
Red Wave Investments
Pennsylvania
$210K +$201K +412 New
MLL
1166
Moody Lynn & Lieberson
Massachusetts
$209K +$200K +410 New
AAS
1167
Ameritas Advisory Services
Nebraska
$209K +$191K +391 +2,300%
TWP
1168
Triad Wealth Partners
Kansas
$208K +$199K +408 New
SHGA
1169
Sand Hill Global Advisors
California
$208K +$199K +408 New
AFPL
1170
Advus Financial Partners, LLC
Florida
$207K +$198K +406 New
FIA
1171
Foundations Investment Advisors
Arizona
$207K -$153K -313 -44%
TWM
1172
Thrive Wealth Management
Pennsylvania
$207K +$197K +404 New
AP
1173
Atwood & Palmer
Missouri
$204K – – –
B
1174
Birchbrook
Maine
$204K – – –
ARG
1175
Advisory Resource Group
Oklahoma
$204K +$195K +400 New
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47
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