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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1301
Kerr Financial Planning
California
$18.5K – – –
LB
1302
Legacy Bridge
Iowa
$17.9K +$4.88K +10 +40%
GEA
1303
Glen Eagle Advisors
New Jersey
$17.4K +$5.37K +11 +48%
DWM
1304
Dogwood Wealth Management
Kansas
$17.4K +$5.37K +11 +48%
HHMI
1305
Howard Hughes Medical Institute
Maryland
$16.9K – – –
TSMHT
1306
Thurston Springer Miller Herd & Titak
Indiana
$16.9K +$16.1K +33 New
TCM
1307
Triumph Capital Management
Colorado
$16.4K +$15.6K +32 New
AP
1308
Aspect Partners
Virginia
$16.3K -$8.29K -17 -35%
IWM
1309
IMG Wealth Management
Florida
$16.3K +$4.39K +9 +39%
AW
1310
Avion Wealth
Texas
$16K -$1.46K -3 -9%
HWP
1311
Highline Wealth Partners
California
$15.9K +$6.83K +14 +82%
CA
1312
Cresta Advisors
Texas
$15.8K +$15.1K +31 New
WAG
1313
Wilkerson Advisory Group
Missouri
$15.8K +$15.1K +31 New
FHA
1314
Flagship Harbor Advisors
Massachusetts
$14.8K -$294K -603 -95%
MFT
1315
Moisand Fitzgerald Tamayo
Florida
$14.3K – – –
CT
1316
Clearstead Trust
Maine
$13.8K -$13.2K -27 -50%
UCB
1317
United Community Bank
South Carolina
$13.8K – – –
SWM
1318
SHP Wealth Management
Massachusetts
$13.6K +$13.2K +27 New
AWM
1319
Abound Wealth Management
Tennessee
$13.5K – – –
MHR
1320
Matthew Hamilton Rosenberg
$13.3K – – –
PPC
1321
Park Place Capital
Alabama
$13.3K – – –
AT
1322
Avalon Trust
New Mexico
$12.8K -$2.93K -6 -19%
GWSA
1323
Global Wealth Strategies & Associates
Colorado
$12.8K – – –
KPP
1324
Kings Path Partners
Texas
$12.8K – – –
RWM
1325
Rialto Wealth Management
New York
$12.3K -$976 -2 -8%
51 52
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