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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1176
WPG Advisers
Maryland
$128K +$8.08K +18 +7%
JFA
1177
JNBA Financial Advisors
Minnesota
$125K – – –
TWD
1178
True Wealth Design
Ohio
$124K +$20.7K +46 +20%
CFFP
1179
Center for Financial Planning
Michigan
$120K -$1.8K -4 -1%
NSIM
1180
North Star Investment Management
Illinois
$115K +$4.94K +11 +5%
RWM
1181
Rialto Wealth Management
New York
$115K +$84.9K +189 +295%
SC
1182
SouthState Corp
Florida
$114K +$449 +1 +0.4%
QPBE
1183
Quintet Private Bank (Europe)
Luxembourg
$113K – – –
MIHAS
1184
Maj Invest Holding A/S
Denmark
$111K – – –
AA
1185
Addison Advisors
Vermont
$111K -$399K -888 -78%
AF
1186
Advisornet Financial
Minnesota
$110K -$11.2K -25 -9%
LIA
1187
Limestone Investment Advisors
New York
$104K +$103K +230 New
AIM
1188
Acropolis Investment Management
Missouri
$102K +$101K +225 New
OCWP
1189
Owl Creek Wealth Partners
Colorado
$101K +$2.69K +6 +3%
NAAA
1190
New Age Alpha Advisors
New York
$101K +$100K +223 New
CVM
1191
Cheviot Value Management
California
$99.6K – – –
CBT
1192
Crews Bank & Trust
Florida
$95.1K – – –
DJSG
1193
D.J. St. Germain
Massachusetts
$93.8K -$58.4K -130 -39%
TFIPS
1194
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.6K -$4.49K -10 -5%
MLA
1195
MB, Levis & Associates
Pennsylvania
$90.6K – – –
BC
1196
Burnham & Co
Michigan
$90.6K +$89.8K +200 New
RFG
1197
REAP Financial Group
Texas
$88.4K +$898 +2 +1%
HFM
1198
Harvest Fund Management
China
$85K – – –
ICM
1199
Islay Capital Management
Texas
$82.9K – – –
EP
1200
Evelyn Partners
$81.1K +$80.4K +179 New
46 47
48
49 50