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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1276
SHP Wealth Management
Massachusetts
$12.1K +$473 +1 +4%
IAAG
1277
Innovative Asset Advisors Group
Connecticut
$11.8K +$12.8K +27 New
CT
1278
Clearstead Trust
Maine
$11.8K – – –
MAM
1279
Meeder Asset Management
Ohio
$11.3K -$3.68M -7,784 -100%
SSG
1280
Summit Securities Group
New York
$11.3K -$151K -320 -92%
SWM
1281
Spire Wealth Management
Virginia
$11.1K -$93.2K -197 -88%
LB
1282
Legacy Bridge
Iowa
$10.9K -$4.73K -10 -29%
AT
1283
Avalon Trust
New Mexico
$10.9K – – –
GWSA
1284
Global Wealth Strategies & Associates
Colorado
$10.9K – – –
KPP
1285
Kings Path Partners
Texas
$10.9K – – –
HWA
1286
Heritage Wealth Advisors
Virginia
$10.9K +$10.9K +23 +1,150%
OWP
1287
ORG Wealth Partners
Texas
$10.9K +$11.8K +25 New
SA
1288
Scarborough Advisors
Maryland
$10.5K +$11.4K +24 New
FCAS
1289
First Command Advisory Services
Texas
$10K +$4.26K +9 +64%
GSEP
1290
Golden State Equity Partners
California
$10K -$192K -406 -95%
CCWM
1291
Cassaday & Co Wealth Management
Virginia
$9.16K +$9.93K +21 New
Q1WB
1292
Quest 10 Wealth Builders
Virginia
$8.72K +$8.52K +18 +900%
VWA
1293
Valued Wealth Advisors
Utah
$8.29K +$4.26K +9 +90%
SR
1294
Swiss Re
Switzerland
$8.29K – – –
VEA
1295
Virtus ETF Advisers
New York
$7.85K -$16.6K -35 -66%
CFM
1296
Cornerstone Financial Management
Massachusetts
$7.85K -$473 -1 -5%
HFS
1297
Hughes Financial Services
Virginia
$7.85K +$946 +2 +13%
MFP
1298
Meramec Financial Planners
Missouri
$7.82K – – –
AIC
1299
Archer Investment Corporation
Indiana
$7.42K – – –
BHWM
1300
Bay Harbor Wealth Management
Maryland
$7.42K +$1.42K +3 +21%
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