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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1251
HighMark Wealth Management
Minnesota
$6.05K – – –
JGIA
1252
Jackson Grant Investment Advisers
Connecticut
$6.05K – – –
DPW
1253
DiNuzzo Private Wealth
Pennsylvania
$6.05K +$482 +1 +8%
CWM
1254
Centricity Wealth Management
Ohio
$5.59K – – –
BDPWM
1255
Barnes Dennig Private Wealth Management
Ohio
$5.59K +$5.78K +12 New
CA
1256
Continuum Advisory
Idaho
$5.12K – – –
NRG
1257
Nemes Rush Group
Michigan
$5.12K – – –
T
1258
TOBAM
France
$5K +$4.82K +10 New
HNW
1259
High Note Wealth
Minnesota
$4.66K – – –
HHGA
1260
Halbert Hargrove Global Advisors
California
$4.35K +$4.34K +9 New
PCFFS
1261
Pacific Center for Financial Services
California
$4.19K – – –
PWMG
1262
Prestige Wealth Management Group
New Jersey
$4.19K – – –
TWD
1263
True Wealth Design
Ohio
$4.19K +$4.34K +9 New
BGAI
1264
Bruce G. Allen Investments
Colorado
$4.19K – – –
EPAM
1265
Evelyn Partners Asset Management
$4.19K – – –
BLC
1266
Brown, Lisle/Cummings
Rhode Island
$4.19K +$4.34K +9 New
VWA
1267
Valued Wealth Advisors
Utah
$3.73K – – –
CT
1268
Colonial Trust
South Carolina
$3.73K -$20.7K -43 -84%
MAS
1269
MPWM Advisory Solutions
Georgia
$3.73K – – –
SIC
1270
SJS Investment Consulting
Ohio
$3.73K – – –
SIM
1271
Synergy Investment Management
Florida
$3.73K – – –
AS
1272
Altshuler Shaham
Israel
$3.73K +$3.85K +8 New
CIAS
1273
CBIZ Investment Advisory Services
Ohio
$3.73K +$3.85K +8 New
WIM
1274
Westside Investment Management
California
$3.28K – – –
WCM
1275
WealthTrak Capital Management
Virginia
$2.79K -$964 -2 -25%
49 50
51
52 53