We are live on ! Find out more
MCO icon

Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1151
Twin Peaks Wealth Advisors
California
$177K -$253K -535 -57%
CSPIA
1152
Cary Street Partners Investment Advisory
Virginia
$175K +$24.1K +51 +15%
B
1153
Birchbrook
Maine
$175K – – –
CH
1154
Cromwell Holdings
Wyoming
$158K – – –
CSP
1155
Cary Street Partners
Virginia
$153K – – –
DJSG
1156
D.J. St. Germain
Massachusetts
$147K +$32.2K +68 +25%
CA
1157
CoreCap Advisors
Michigan
$144K +$6.62K +14 +4%
PB
1158
Prosperity Bancshares
Texas
$138K -$473 -1 -0.3%
EB
1159
Eastern Bank
Massachusetts
$129K – – –
BWA
1160
Basecamp Wealth Advisors
Washington
$127K -$473 -1 -0.3%
JFA
1161
JNBA Financial Advisors
Minnesota
$120K – – –
EP
1162
Essential Partners
California
$120K +$109K +231 +537%
CFFP
1163
Center for Financial Planning
Michigan
$118K – – –
AF
1164
Advisornet Financial
Minnesota
$117K -$2.37K -5 -2%
WA
1165
WPG Advisers
Maryland
$116K +$473 +1 +0.4%
SC
1166
SouthState Corp
Florida
$109K -$2.37K -5 -2%
QPBE
1167
Quintet Private Bank (Europe)
Luxembourg
$109K -$237K -500 -67%
MIHAS
1168
Maj Invest Holding A/S
Denmark
$107K – – –
SIS
1169
Sound Income Strategies
Florida
$106K -$7.1K -15 -6%
NSIM
1170
North Star Investment Management
Illinois
$106K -$3.78K -8 -3%
WC
1171
Westwind Capital
New Mexico
$103K +$112K +236 New
TWD
1172
True Wealth Design
Ohio
$99K +$87.5K +185 +440%
CVM
1173
Cheviot Value Management
California
$96K – – –
CM
1174
Capula Management
Cayman Islands
$96K +$102K +216 +5,400%
OCWP
1175
Owl Creek Wealth Partners
Colorado
$94.7K +$103K +217 New
45 46
47
48 49