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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
PFS Partners
New Jersey
$7.11K +$1.42K +3 +23%
BFS
1302
Bare Financial Services
Pennsylvania
$6.98K -$3.78K -8 -33%
NRG
1303
Nemes Rush Group
Michigan
$6.98K – – –
EWP
1304
Elevation Wealth Partners
California
$6.98K +$473 +1 +7%
HNW
1305
High Note Wealth
Minnesota
$6.54K -$3.31K -7 -32%
KG
1306
Kilter Group
New York
$6.54K -$3.31K -7 -32%
CCM
1307
Chilton Capital Management
Texas
$6.54K +$3.31K +7 +88%
MWA
1308
Medallion Wealth Advisors
Connecticut
$6.54K +$7.1K +15 New
SIM
1309
Synergy Investment Management
Florida
$6.54K +$7.1K +15 New
MMCM
1310
Murphy & Mullick Capital Management
New York
$6.11K – – –
SRCM
1311
Signature Resources Capital Management
California
$6.11K +$3.78K +8 +133%
ATC
1312
Adirondack Trust Company
New York
$6.11K – – –
JGIA
1313
Jackson Grant Investment Advisers
Connecticut
$5.67K – – –
RTC
1314
Riverview Trust Company
Washington
$5.67K – – –
APW
1315
Aventura Private Wealth
Florida
$5.67K +$4.26K +9 +225%
T
1316
Transce3nd
Texas
$5.67K +$6.15K +13 New
MHR
1317
Matthew Hamilton Rosenberg
$5.24K -$6.62K -14 -54%
DPW
1318
DiNuzzo Private Wealth
Pennsylvania
$5.24K – – –
NWM
1319
Nova Wealth Management
Florida
$5.24K – – –
TM
1320
Torren Management
California
$5.24K – – –
VWM
1321
Vermillion Wealth Management
Minnesota
$5.24K +$5.68K +12 New
HWM
1322
HighMark Wealth Management
Minnesota
$4.8K – – –
CFG
1323
Clayton Financial Group
Missouri
$4.36K – – –
SWP
1324
Strategic Wealth Partners
Ohio
$4.32K +$946 +2 +25%
MAM
1325
Marquette Asset Management
Minnesota
$3.93K -$3.31K -7 -44%
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