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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
Foster Dykema Cabot & Partners
1251
Foster Dykema Cabot & Partners
Massachusetts
$6.05K -$12.5K -26 -67%
HWM
1252
HighMark Wealth Management
Minnesota
$6.05K – – –
JGIA
1253
Jackson Grant Investment Advisers
Connecticut
$6.05K – – –
DiNuzzo Private Wealth
1254
DiNuzzo Private Wealth
Pennsylvania
$6.05K +$482 +1 +8%
CWM
1255
Centricity Wealth Management
Ohio
$5.59K – – –
BDPWM
1256
Barnes Dennig Private Wealth Management
Ohio
$5.59K +$5.78K +12 New
Continuum Advisory
1257
Continuum Advisory
Idaho
$5.12K – – –
Nemes Rush Group
1258
Nemes Rush Group
Michigan
$5.12K – – –
T
1259
TOBAM
France
$5K +$4.82K +10 New
HNW
1260
High Note Wealth
Minnesota
$4.66K – – –
Halbert Hargrove Global Advisors
1261
Halbert Hargrove Global Advisors
California
$4.35K +$4.34K +9 New
PCFFS
1262
Pacific Center for Financial Services
California
$4.19K – – –
PWMG
1263
Prestige Wealth Management Group
New Jersey
$4.19K – – –
TWD
1264
True Wealth Design
Ohio
$4.19K +$4.34K +9 New
BGAI
1265
Bruce G. Allen Investments
Colorado
$4.19K – – –
EPAM
1266
Evelyn Partners Asset Management
$4.19K – – –
BLC
1267
Brown, Lisle/Cummings
Rhode Island
$4.19K +$4.34K +9 New
VWA
1268
Valued Wealth Advisors
Utah
$3.73K – – –
Colonial Trust
1269
Colonial Trust
South Carolina
$3.73K -$20.7K -43 -84%
MAS
1270
MPWM Advisory Solutions
Georgia
$3.73K – – –
SJS Investment Consulting
1271
SJS Investment Consulting
Ohio
$3.73K – – –
SIM
1272
Synergy Investment Management
Florida
$3.73K – – –
Altshuler Shaham
1273
Altshuler Shaham
Israel
$3.73K +$3.86K +8 New
CBIZ Investment Advisory Services
1274
CBIZ Investment Advisory Services
Ohio
$3.73K +$3.86K +8 New
Westside Investment Management
1275
Westside Investment Management
California
$3.28K – – –