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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1276
Westside Investment Management
California
$18.1K – – –
AW
1277
Avion Wealth
Texas
$18K +$2.69K +6 +17%
PWMG
1278
Private Wealth Management Group
New Jersey
$17.8K – – –
SWM
1279
SHP Wealth Management
Massachusetts
$17.7K +$4.94K +11 +39%
TC
1280
Truvestments Capital
Florida
$17.7K – – –
TCM
1281
Triumph Capital Management
Colorado
$17.2K -$2.25K -5 -12%
TAP
1282
Tounjian Advisory Partners
Florida
$15K -$1.24M -2,759 -99%
MAM
1283
Meeder Asset Management
Ohio
$14.9K +$3.14K +7 +27%
CFM
1284
Cornerstone Financial Management
Massachusetts
$14.9K +$6.74K +15 +83%
TSMHT
1285
Thurston Springer Miller Herd & Titak
Indiana
$14.9K – – –
FFA
1286
Frazier Financial Advisors
Ohio
$14.5K – – –
AP
1287
Aspect Partners
Virginia
$14K -$1.35K -3 -9%
SEP
1288
Signature Equity Partners
Ohio
$13.4K -$24.3K -54 -64%
GEA
1289
Glen Eagle Advisors
New Jersey
$12.7K – – –
MFT
1290
Moisand Fitzgerald Tamayo
Florida
$12.7K – – –
CT
1291
Clearstead Trust
Maine
$12.2K – – –
SWM
1292
Spire Wealth Management
Virginia
$12K +$449 +1 +4%
MP
1293
McDonald Partners
Ohio
$11.8K +$11.7K +26 New
SIM
1294
Synergy Investment Management
Florida
$11.7K +$4.49K +10 +67%
AT
1295
Avalon Trust
New Mexico
$11.3K – – –
HWA
1296
Heritage Wealth Advisors
Virginia
$11.3K – – –
KPP
1297
Kings Path Partners
Texas
$11.3K – – –
LB
1298
Legacy Bridge
Iowa
$11.3K – – –
HNW
1299
High Note Wealth
Minnesota
$11.3K +$4.49K +10 +67%
HFS
1300
Hughes Financial Services
Virginia
$10.9K +$2.69K +6 +33%
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