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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
1276
Bank of Jackson Hole Trust
Wyoming
$34.7K -$62K -127 -65%
BWL
1277
Bogart Wealth LLC
Virginia
$31.7K +$1.46K +3 +5%
KAS
1278
Kemnay Advisory Services
New York
$30.7K +$29.3K +60 New
RA
1279
Rational Advisors
New York
$29.6K +$3.42K +7 +14%
AFC
1280
Ares Financial Consulting
California
$29.1K +$27.8K +57 New
CJ
1281
Caitlin John
Michigan
$28.7K -$488 -1 -2%
FMP
1282
Financial Management Professionals
Texas
$27.6K – – –
FFO
1283
Fortitude Family Office
Arizona
$27.6K +$1.46K +3 +6%
VEA
1284
Virtus ETF Advisers
New York
$27.1K – – –
NSG
1285
Nalls Sherbakoff Group
Tennessee
$26.8K +$25.4K +52 New
BFP
1286
Birchwood Financial Partners
Minnesota
$25.5K +$24.4K +50 New
ADL
1287
Asset Dedication LLC
California
$24K – – –
TPBG
1288
Turning Point Benefit Group
Maryland
$23K -$1.95K -4 -8%
OC
1289
Oakworth Capital
Alabama
$23K – – –
OP
1290
ORG Partners
Indiana
$23K -$15.1K -31 -41%
EP
1291
Essential Partners
California
$22K -$17.6K -36 -46%
AEPWM
1292
Atlantic Edge Private Wealth Management
Florida
$22K – – –
TWD
1293
True Wealth Design
Ohio
$21.5K -$2.44K -5 -11%
S
1294
Sachetta
Massachusetts
$20.4K -$34.2K -70 -64%
PCTC
1295
Perkins Coie Trust Company
Washington
$20.4K – – –
PWMG
1296
Private Wealth Management Group
New Jersey
$20K – – –
WIM
1297
Westside Investment Management
California
$20K – – –
TC
1298
Truvestments Capital
Florida
$19.9K -$2.93K -6 -13%
RWM
1299
Raffa Wealth Management
District of Columbia
$19.9K +$3.42K +7 +22%
HFS
1300
Horizon Financial Services
North Carolina
$19.4K +$2.44K +5 +15%
50 51
52
53 54