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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
1476
OLIO Financial Planning
Virginia
– -$310K -711 Closed
XT
1477
XTX Topco
Cayman Islands
– -$306K -701 Closed
PWC
1478
Pathfinder Wealth Consulting
North Carolina
– -$266K -610 Closed
AF
1479
Atala Financial
California
– -$250K -576 Closed
EC
1480
EntryPoint Capital
New York
– -$244K -559 Closed
MF
1481
Magnetar Financial
Illinois
– -$242K -559 Closed
CPA
1482
Capital Performance Advisors
California
– -$239K -548 Closed
BPWM
1483
BCS Private Wealth Management
New Jersey
– -$234K -536 Closed
MAWA
1484
Moss Adams Wealth Advisors
Washington
– -$222K -508 Closed
AWM
1485
Athena Wealth Management
Nevada
– -$220K -505 Closed
LOAMU
1486
Lombard Odier Asset Management (USA)
New York
– -$218K -500 Closed
HW
1487
Hancock Whitney
Mississippi
– -$228K -498 Closed
AR
1488
Altar Rock
New York
– -$214K -490 Closed
PFM
1489
Patton Fund Management
Texas
– -$209K -479 Closed
SG
1490
StoneX Group
New York
– -$205K -469 Closed
MFG
1491
Magnus Financial Group
New York
– -$202K -464 Closed
TPWA
1492
Twin Peaks Wealth Advisors
California
– -$177K -406 Closed
SIS
1493
Sound Income Strategies
Florida
– -$106K -241 Closed
WC
1494
Westwind Capital
New Mexico
– -$103K -236 Closed
CM
1495
Capula Management
Cayman Islands
– -$96K -220 Closed
TLFA
1496
True Link Financial Advisors
California
– -$94.7K -217 Closed
BFM
1497
Brooklands Fund Management
United Kingdom
– -$88.1K -202 Closed
AP
1498
Atwood & Palmer
Missouri
– -$87.3K -200 Closed
RMC
1499
Resources Management Corp
Connecticut
– -$87K -200 Closed
GAA
1500
Global Assets Advisory
Florida
– -$80.3K -184 Closed
58 59
60
61 62