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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
1276
Brown, Lisle/Cummings
Rhode Island
$19.5K +$898 +2 +5%
SIC
1277
SJS Investment Consulting
Ohio
$19K +$5.84K +13 +45%
BFS
1278
Bare Financial Services
Pennsylvania
$19K +$11.7K +26 +163%
FCAS
1279
First Command Advisory Services
Texas
$18.6K +$8.08K +18 +78%
KFP
1280
Kerr Financial Planning
California
$18.4K -$449 -1 -2%
EWP
1281
Elevation Wealth Partners
California
$18.1K +$10.8K +24 +150%
PCTC
1282
Perkins Coie Trust Company
Washington
$18.1K – – –
WIM
1283
Westside Investment Management
California
$18.1K – – –
AW
1284
Avion Wealth
Texas
$18K +$2.69K +6 +17%
PWMG
1285
Private Wealth Management Group
New Jersey
$17.8K – – –
SWM
1286
SHP Wealth Management
Massachusetts
$17.7K +$4.94K +11 +39%
TC
1287
Truvestments Capital
Florida
$17.7K – – –
TCM
1288
Triumph Capital Management
Colorado
$17.2K -$2.25K -5 -12%
TAP
1289
Tounjian Advisory Partners
Florida
$15K -$1.24M -2,759 -99%
MAM
1290
Meeder Asset Management
Ohio
$14.9K +$3.14K +7 +27%
CFM
1291
Cornerstone Financial Management
Massachusetts
$14.9K +$6.74K +15 +83%
TSMHT
1292
Thurston Springer Miller Herd & Titak
Indiana
$14.9K – – –
FFA
1293
Frazier Financial Advisors
Ohio
$14.5K – – –
AP
1294
Aspect Partners
Virginia
$14K -$1.35K -3 -9%
SEP
1295
Signature Equity Partners
Ohio
$13.4K -$24.3K -54 -64%
GEA
1296
Glen Eagle Advisors
New Jersey
$12.7K – – –
MFT
1297
Moisand Fitzgerald Tamayo
Florida
$12.7K – – –
CT
1298
Clearstead Trust
Maine
$12.2K – – –
SWM
1299
Spire Wealth Management
Virginia
$12K +$449 +1 +4%
MP
1300
McDonald Partners
Ohio
$11.8K +$11.7K +26 New
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