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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1326
Bare Financial Services
Pennsylvania
$12.3K +$488 +1 +4%
LI
1327
LRI Investments
Florida
$12.3K – – –
KG
1328
Kilter Group
New York
$11.2K +$4.39K +9 +69%
HNW
1329
High Note Wealth
Minnesota
$11.2K +$5.37K +11 +100%
JGCM
1330
Joseph Group Capital Management
Ohio
$11.2K +$10.7K +22 New
SIC
1331
SJS Investment Consulting
Ohio
$10.7K +$7.81K +16 +320%
CIAS
1332
CBIZ Investment Advisory Services
Ohio
$10.7K -$3.42K -7 -25%
CWP
1333
Clark Wealth Partners
Illinois
$10.7K – – –
SGK
1334
Steigerwald Gordon & Koch
Virginia
$10.7K +$10.2K +21 New
HC
1335
Hurley Capital
New York
$10.3K – – –
FPF
1336
First Pacific Financial
Washington
$10.2K +$1.95K +4 +25%
JSAM
1337
J. Safra Asset Management
New York
$10.2K +$9.76K +20 New
CFM
1338
Cornerstone Financial Management
Massachusetts
$9.71K +$9.27K +19 New
SR
1339
Swiss Re
Switzerland
$9.71K +$9.27K +19 New
HIA
1340
Harbor Investment Advisory
Maryland
$9.2K – – –
RS
1341
Rakuten Securities
Japan
$9.2K +$2.44K +5 +38%
AIC
1342
Archer Investment Corporation
Indiana
$8.68K -$234K -480 -97%
MAM
1343
Marquette Asset Management
Minnesota
$8.17K -$1.46K -3 -16%
FFA
1344
Frazier Financial Advisors
Ohio
$8.17K – – –
HFS
1345
Hughes Financial Services
Virginia
$8.17K +$488 +1 +7%
NRG
1346
Nemes Rush Group
Michigan
$8.17K +$2.44K +5 +45%
MFP
1347
Meramec Financial Planners
Missouri
$7.69K +$8.29K +17 New
EWP
1348
Elevation Wealth Partners
California
$7.66K +$1.95K +4 +36%
CT
1349
Colonial Trust
South Carolina
$7.15K – – –
MMCM
1350
Murphy & Mullick Capital Management
New York
$7.15K – – –
52 53
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55 56