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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1251
IFG Advisory
Georgia
$29.5K +$29.2K +65 New
OWP
1252
ORG Wealth Partners
Texas
$29.4K +$18K +40 +160%
RA
1253
Rational Advisors
New York
$28.5K +$2.25K +5 +9%
APFP
1254
Action Point Financial Planning
Michigan
$28.1K +$29.6K +66 New
KAS
1255
Kemnay Advisory Services
New York
$28.1K +$4.94K +11 +22%
CFM
1256
Compass Financial Management
Florida
$27.2K +$26.9K +60 New
AFC
1257
Ares Financial Consulting
California
$25.8K – – –
MB
1258
MidFirst Bank
Oklahoma
$25.4K +$3.59K +8 +17%
SC
1259
Solstein Capital
California
$24.9K – – –
FMP
1260
Financial Management Professionals
Texas
$24.5K – – –
LI
1261
LRI Investments
Florida
$24.5K +$6.74K +15 +38%
UOTTAIMCU
1262
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$23.6K +$23.4K +52 New
BFP
1263
Birchwood Financial Partners
Minnesota
$22.6K – – –
ADL
1264
Asset Dedication LLC
California
$22.2K +$898 +2 +4%
CJ
1265
Caitlin John
Michigan
$21.9K – – –
CA
1266
Continuum Advisory
Idaho
$20.8K -$489K -1,088 -96%
OC
1267
Oakworth Capital
Alabama
$20.4K – – –
RWM
1268
Raffa Wealth Management
District of Columbia
$19.9K +$1.8K +4 +10%
AEPWM
1269
Atlantic Edge Private Wealth Management
Florida
$19.5K – – –
SIC
1270
SJS Investment Consulting
Ohio
$19K +$5.84K +13 +45%
BFS
1271
Bare Financial Services
Pennsylvania
$19K +$11.7K +26 +163%
FCAS
1272
First Command Advisory Services
Texas
$18.6K +$8.08K +18 +78%
KFP
1273
Kerr Financial Planning
California
$18.4K -$449 -1 -2%
EWP
1274
Elevation Wealth Partners
California
$18.1K +$10.8K +24 +150%
PCTC
1275
Perkins Coie Trust Company
Washington
$18.1K – – –
49 50
51
52 53