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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
1201
Central Pacific Bank - Trust Division
Hawaii
$38.1K – – –
SL
1202
Salomon & Ludwin
Virginia
$37.8K +$39.3K +78 New
EP
1203
Essential Partners
California
$37.7K +$3.53K +7 +10%
OP
1204
ORG Partners
Indiana
$36.2K +$5.04K +10 +15%
GKIM
1205
GW&K Investment Management
Massachusetts
$36K +$3.53K +7 +10%
JWA
1206
JFS Wealth Advisors
Pennsylvania
$33.4K – – –
WWA
1207
Wealth Watch Advisors
Colorado
$32.4K +$34.3K +68 New
HWA
1208
Heartwood Wealth Advisors
Virginia
$31K +$32.8K +65 New
CIAM
1209
Caitong International Asset Management
Hong Kong
$30.5K +$32.3K +64 New
MSWA
1210
Marshall & Sterling Wealth Advisors
New York
$28.7K – – –
BWL
1211
Bogart Wealth LLC
Virginia
$28.1K +$1.51K +3 +5%
CJ
1212
Caitlin John
Michigan
$27K +$28.7K +57 New
FMP
1213
Financial Management Professionals
Texas
$25.7K -$504 -1 -2%
CT
1214
Clearstead Trust
Maine
$25.7K – – –
VEA
1215
Virtus ETF Advisers
New York
$25.3K -$522K -1,036 -95%
RA
1216
Rational Advisors
New York
$24.3K -$10.6K -21 -29%
FFO
1217
Fortitude Family Office
Arizona
$24.3K +$1.01K +2 +4%
TPBG
1218
Turning Point Benefit Group
Maryland
$23.5K +$24.7K +49 New
AP
1219
Aspect Partners
Virginia
$23.3K +$1.51K +3 +7%
ADL
1220
Asset Dedication LLC
California
$22.4K – – –
TWD
1221
True Wealth Design
Ohio
$22.4K – – –
RC
1222
Rexford Capital
Texas
$21.9K -$2.02K -4 -8%
OC
1223
Oakworth Capital
Alabama
$21.4K – – –
TC
1224
Truvestments Capital
Florida
$21.4K +$19.7K +39 +650%
AEPWM
1225
Atlantic Edge Private Wealth Management
Florida
$20.5K – – –
47 48
49
50 51