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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1201
NewSquare Capital
Pennsylvania
$55.2K +$23.6K +51 +86%
PWA
1202
Physician Wealth Advisors
Utah
$53.7K +$12.5K +27 +34%
SC
1203
Solstein Capital
California
$53.7K +$49.6K +107 New
PWAM
1204
Private Wealth Asset Management
Iowa
$53.2K -$3.71K -8 -7%
CSB
1205
City State Bank
Iowa
$53.2K – – –
AA
1206
Ancora Advisors
Ohio
$52.8K -$463 -1 -0.9%
ABWM
1207
Alpine Bank Wealth Management
Colorado
$52.7K – – –
SSG
1208
Summit Securities Group
New York
$52.2K +$48.2K +104 New
AWM
1209
Activest Wealth Management
Florida
$51.7K -$13K -28 -21%
S
1210
Sachetta
Massachusetts
$50.7K +$1.39K +3 +3%
DWM
1211
Darwin Wealth Management
Florida
$50.3K -$27.3K -59 -37%
MCM
1212
MV Capital Management
Maryland
$50.2K +$463 +1 +1%
LC
1213
Lavaca Capital
Texas
$50.2K +$46.3K +100 New
SS
1214
Sunbelt Securities
Texas
$48.8K -$314K -677 -87%
AFG
1215
Albion Financial Group
Utah
$47.7K – – –
MCA
1216
Maryland Capital Advisors
Maryland
$47.1K +$43.5K +94 New
SWM
1217
Spire Wealth Management
Virginia
$46.6K -$2.24M -4,842 -98%
RA
1218
Rise Advisors
New York
$46.6K +$1.85K +4 +4%
API
1219
Asset Planning Inc
California
$44.3K – – –
LI
1220
LRI Investments
Florida
$41.7K – – –
CPBTD
1221
Central Pacific Bank - Trust Division
Hawaii
$40.1K +$11.1K +24 +43%
AWM
1222
Atticus Wealth Management
Florida
$39.1K +$1.39K +3 +4%
EP
1223
Essential Partners
California
$36.1K +$33.4K +72 New
RA
1224
Rational Advisors
New York
$36.1K +$33.4K +72 New
JWA
1225
JFS Wealth Advisors
Pennsylvania
$35.1K – – –
47 48
49
50 51