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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1501
Root Financial Partners
California
– -$74.2K -170 Closed
AGWCA
1502
Annis Gardner Whiting Capital Advisors
Florida
– -$63.7K -146 Closed
WSFG
1503
Wall Street Financial Group
Illinois
– -$46.7K -107 Closed
TGY2IT
1504
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$24K -55 Closed
NSG
1505
Nalls Sherbakoff Group
Tennessee
– -$22.9K -52 Closed
CGA
1506
Compound Global Advisors
Washington
– -$21.8K -50 Closed
BC
1507
Bayforest Capital
United Kingdom
– -$17.4K -40 Closed
IAAG
1508
Innovative Asset Advisors Group
Connecticut
– -$11.8K -27 Closed
GWSA
1509
Global Wealth Strategies & Associates
Colorado
– -$10.9K -25 Closed
SA
1510
Scarborough Advisors
Maryland
– -$10.5K -24 Closed
GSEP
1511
Golden State Equity Partners
California
– -$10K -23 Closed
MWA
1512
Medallion Wealth Advisors
Connecticut
– -$6.54K -15 Closed
NWM
1513
Nova Wealth Management
Florida
– -$5.24K -12 Closed
VWM
1514
Vermillion Wealth Management
Minnesota
– -$5.24K -12 Closed
CFG
1515
Clayton Financial Group
Missouri
– -$4.36K -10 Closed
LFA
1516
Longview Financial Advisors
Alabama
– -$3.36K -7 Closed
FNWA
1517
Financial Network Wealth Advisors
Utah
– -$2.22K -5 Closed
LWMI
1518
Legacy Wealth Management (Idaho)
Idaho
– -$2.18K -5 Closed
RCM
1519
Richardson Capital Management
Wisconsin
– -$2.18K -5 Closed
PWA
1520
Portus Wealth Advisors
North Carolina
– -$1.31K -3 Closed
1IA
1521
1620 Investment Advisors
Massachusetts
– -$1.29K -2 Closed
CTB
1522
Country Trust Bank
Illinois
– -$873 -2 Closed
CW
1523
Curio Wealth
Maryland
– -$873 -2 Closed
DWP
1524
Destiny Wealth Partners
Florida
– -$873 -2 Closed
RIAS
1525
Rachor Investment Advisory Services
Michigan
– -$437 -1 Closed
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