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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1201
CoreCap Advisors
Michigan
$162K +$3.9K +8 +3%
PB
1202
Prosperity Bancshares
Texas
$162K +$155K +317 New
RF
1203
Rossby Financial
Florida
$162K -$48.8K -100 -24%
CIAM
1204
Caitong International Asset Management
Hong Kong
$158K +$120K +245 +383%
BCM
1205
Berbice Capital Management
New York
$153K – – –
EB
1206
Eastern Bank
Massachusetts
$151K – – –
BWA
1207
Basecamp Wealth Advisors
Washington
$150K +$143K +293 New
JFA
1208
JNBA Financial Advisors
Minnesota
$140K – – –
AF
1209
Advisornet Financial
Minnesota
$139K – – –
EFMH
1210
E Fund Management (HK)
Hong Kong
$139K +$131K +268 +26,800%
SIS
1211
Sound Income Strategies
Florida
$138K +$9.27K +19 +8%
CFFP
1212
Center for Financial Planning
Michigan
$138K +$64.9K +133 +97%
DJSG
1213
D.J. St. Germain
Massachusetts
$137K +$22K +45 +20%
WA
1214
WPG Advisers
Maryland
$135K -$10.7K -22 -8%
SC
1215
SouthState Corp
Florida
$131K -$1.95K -4 -2%
NSIM
1216
North Star Investment Management
Illinois
$128K +$4.88K +10 +4%
MIHAS
1217
Maj Invest Holding A/S
Denmark
$125K +$31.7K +65 +36%
GWM
1218
Geneos Wealth Management
Colorado
$115K +$24.9K +51 +29%
SWM
1219
Spire Wealth Management
Virginia
$114K +$93.7K +192 +619%
CVM
1220
Cheviot Value Management
California
$114K – – –
RFP
1221
Root Financial Partners
California
$112K +$19.5K +40 +22%
DE
1222
DV Equities
Illinois
$110K +$105K +215 New
TFIPS
1223
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K – – –
CCP
1224
Caden Capital Partners
California
$107K +$102K +209 New
PTC
1225
Private Trust Company
Ohio
$103K -$22.9K -47 -19%
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