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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1301
Horizon Financial Services
North Carolina
$19.4K +$2.44K +5 +15%
KFP
1302
Kerr Financial Planning
California
$18.5K – – –
LB
1303
Legacy Bridge
Iowa
$17.9K +$4.88K +10 +40%
GEA
1304
Glen Eagle Advisors
New Jersey
$17.4K +$5.37K +11 +48%
DWM
1305
Dogwood Wealth Management
Kansas
$17.4K +$5.37K +11 +48%
HHMI
1306
Howard Hughes Medical Institute
Maryland
$16.9K – – –
TSMHT
1307
Thurston Springer Miller Herd & Titak
Indiana
$16.9K +$16.1K +33 New
TCM
1308
Triumph Capital Management
Colorado
$16.4K +$15.6K +32 New
AP
1309
Aspect Partners
Virginia
$16.3K -$8.29K -17 -35%
IWM
1310
IMG Wealth Management
Florida
$16.3K +$4.39K +9 +39%
AW
1311
Avion Wealth
Texas
$16K -$1.46K -3 -9%
HWP
1312
Highline Wealth Partners
California
$15.9K +$6.83K +14 +82%
CA
1313
Cresta Advisors
Texas
$15.8K +$15.1K +31 New
WAG
1314
Wilkerson Advisory Group
Missouri
$15.8K +$15.1K +31 New
FHA
1315
Flagship Harbor Advisors
Massachusetts
$14.8K -$294K -603 -95%
MFT
1316
Moisand Fitzgerald Tamayo
Florida
$14.3K – – –
CT
1317
Clearstead Trust
Maine
$13.8K -$13.2K -27 -50%
UCB
1318
United Community Bank
South Carolina
$13.8K – – –
SWM
1319
SHP Wealth Management
Massachusetts
$13.6K +$13.2K +27 New
AWM
1320
Abound Wealth Management
Tennessee
$13.5K – – –
MHR
1321
Matthew Hamilton Rosenberg
$13.3K – – –
PPC
1322
Park Place Capital
Alabama
$13.3K – – –
AT
1323
Avalon Trust
New Mexico
$12.8K -$2.93K -6 -19%
GWSA
1324
Global Wealth Strategies & Associates
Colorado
$12.8K – – –
KPP
1325
Kings Path Partners
Texas
$12.8K – – –
51 52
53
54 55