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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1251
Core Alternative Capital
Georgia
$4.73K – – –
HCA
1252
Heck Capital Advisors
Wisconsin
$4.73K +$4.77K +10 New
HNW
1253
High Note Wealth
Minnesota
$4.73K +$4.77K +10 New
PCFFS
1254
Pacific Center for Financial Services
California
$4.26K – – –
PWMG
1255
Prestige Wealth Management Group
New Jersey
$4.26K – – –
BGAI
1256
Bruce G. Allen Investments
Colorado
$4.26K – – –
CSWM
1257
Cassady Schiller Wealth Management
Ohio
$4.26K +$4.29K +9 New
CWP
1258
Clark Wealth Partners
Illinois
$4.26K +$4.29K +9 New
EPAM
1259
Evelyn Partners Asset Management
$4.26K +$4.29K +9 New
VWA
1260
Valued Wealth Advisors
Utah
$3.79K -$955 -2 -20%
SIC
1261
SJS Investment Consulting
Ohio
$3.79K -$477 -1 -11%
MAS
1262
MPWM Advisory Solutions
Georgia
$3.79K +$3.82K +8 New
SIM
1263
Synergy Investment Management
Florida
$3.79K +$3.82K +8 New
WCM
1264
WealthTrak Capital Management
Virginia
$3.79K +$3.82K +8 New
CCM
1265
Chilton Capital Management
Texas
$3.31K -$477 -1 -13%
WIM
1266
Westside Investment Management
California
$3.31K – – –
TCA
1267
Trifecta Capital Advisors
Illinois
$2.84K – – –
TC
1268
Truvestments Capital
Florida
$2.84K – – –
JFGIW
1269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.5K -$177K -371 -99%
WWM
1270
Wolff Wiese Magana
California
$2.37K – – –
BSB
1271
Bangor Savings Bank
Maine
$2.37K +$2.39K +5 New
PWA
1272
Principia Wealth Advisory
Texas
$2.37K +$2.39K +5 New
CWA
1273
Carolina Wealth Advisors
South Carolina
$1.89K – – –
NL
1274
NVWM LLC
Pennsylvania
$1.89K – – –
WW
1275
Winnow Wealth
Texas
$1.53K +$1.91K +4 New
49 50
51
52 53