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On this page, we present all of the funds holding MOAT from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding MOAT, with a link to that fund's top holdings. The next columns
indicate the amount of MOAT stock held by each of the funds holding MOAT, followed by the MOAT position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 609 funds holding MOAT within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding MOAT), click the fund name in the "Holder" column of the funds-holding-MOAT table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 8,483,964 | $720,034 | 12/31/2023 | MOAT | 8,483,964 | $720,034 | 12/31/2023 | Morgan Stanley | 7,707,024 | $654,095 | 12/31/2023 | MOAT | 7,707,024 | $654,095 | 12/31/2023 | LPL Financial LLC | 6,982,611 | $592,614 | 12/31/2023 | MOAT | 6,982,611 | $592,614 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 3,247,417 | $291,943 | 03/31/2024 | MOAT | 3,247,417 | $291,943 | 03/31/2024 | Raymond James & Associates | 2,367,879 | $212,872 | 03/31/2024 | MOAT | 2,367,879 | $212,872 | 03/31/2024 | Wells Fargo & Company MN | 2,438,183 | $206,929 | 12/31/2023 | MOAT | 2,438,183 | $206,929 | 12/31/2023 | Commonwealth Equity Services LLC | 2,340,046 | $198,600 | 12/31/2023 | MOAT | 2,340,046 | $198,600 | 12/31/2023 | Ameriprise Financial Inc. | 2,245,310 | $191,113 | 12/31/2023 | MOAT | 2,245,310 | $191,113 | 12/31/2023 | UBS Group AG | 1,922,189 | $163,136 | 12/31/2023 | MOAT | 1,922,189 | $163,136 | 12/31/2023 | Thrivent Financial for Lutherans | 1,725,946 | $146,482 | 12/31/2023 | MOAT | 1,725,946 | $146,482 | 12/31/2023 | Advisor Group Holdings Inc. | 1,541,752 | $130,855 | 12/31/2023 | MOAT | 1,541,752 | $130,855 | 12/31/2023 | CWM LLC | 1,007,701 | $90,592 | 03/31/2024 | MOAT | 1,007,701 | $90,592 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 923,097 | $82,986 | 03/31/2024 | MOAT | 923,097 | $82,986 | 03/31/2024 | Southern Farm Bureau Life Insurance | 845,027 | $75,976 | 03/31/2024 | MOAT | 845,027 | $75,976 | 03/31/2024 | Resources Investment Advisors LLC. | 862,001 | $73,158 | 12/31/2023 | MOAT | 862,001 | $73,158 | 12/31/2023 | Envestnet Asset Management Inc. | 818,945 | $69,504 | 12/31/2023 | MOAT | 818,945 | $69,504 | 12/31/2023 | JNBA Financial Advisors | 767,431 | $65,132 | 12/31/2023 | MOAT | 767,431 | $65,132 | 12/31/2023 | Employees Retirement Fund of the City of Fort Worth | 748,564 | $63,531 | 12/31/2023 | MOAT | 748,564 | $63,531 | 12/31/2023 | Brookstone Capital Management | 701,363 | $63,053 | 03/31/2024 | MOAT | 701,363 | $63,053 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 699,209 | $62,859 | 03/31/2024 | MOAT | 699,209 | $62,859 | 03/31/2024 | Obermeyer Wood Investment Counsel Lllp | 702,009 | $59,579 | 12/31/2023 | MOAT | 702,009 | $59,579 | 12/31/2023 | Davidson Capital Management Inc. | 684,657 | $58,107 | 12/31/2023 | MOAT | 684,657 | $58,107 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 646,847 | $54,898 | 12/31/2023 | MOAT | 646,847 | $54,898 | 12/31/2023 | First Foundation Advisors | 646,167 | $54,840 | 12/31/2023 | MOAT | 646,167 | $54,840 | 12/31/2023 | HighTower Advisors LLC | 603,465 | $51,222 | 12/31/2023 | MOAT | 603,465 | $51,222 | 12/31/2023 | Verde Capital Management | 568,652 | $51,122 | 03/31/2024 | MOAT | 568,652 | $51,122 | 03/31/2024 | Bank of New York Mellon Corp | 598,573 | $50,801 | 12/31/2023 | MOAT | 598,573 | $50,801 | 12/31/2023 | Royal Bank of Canada | 593,528 | $50,371 | 12/31/2023 | MOAT | 593,528 | $50,371 | 12/31/2023 | Sfmg LLC | 591,677 | $50,216 | 12/31/2023 | MOAT | 591,677 | $50,216 | 12/31/2023 | Oversea Chinese Banking CORP Ltd | 586,850 | $49,805 | 12/31/2023 | MOAT | 586,850 | $49,805 | 12/31/2023 | Private Advisor Group LLC | 566,010 | $48,037 | 12/31/2023 | MOAT | 566,010 | $48,037 | 12/31/2023 | Prudential PLC | 559,523 | $47,487 | 12/31/2023 | MOAT | 559,523 | $47,487 | 12/31/2023 | Kelman Lazarov Inc. | 541,477 | $45,955 | 12/31/2023 | MOAT | 541,477 | $45,955 | 12/31/2023 | Apexium Financial LP | 504,190 | $45,327 | 03/31/2024 | MOAT | 504,190 | $45,327 | 03/31/2024 | Cahill Financial Advisors Inc. | 521,097 | $44,225 | 12/31/2023 | MOAT | 521,097 | $44,225 | 12/31/2023 | Whitaker Myers Wealth Managers LTD. | 487,438 | $43,821 | 03/31/2024 | MOAT | 487,438 | $43,821 | 03/31/2024 | First International Bank & Trust | 462,730 | $41,599 | 03/31/2024 | MOAT | 462,730 | $41,599 | 03/31/2024 | Regatta Capital Group LLC | 444,885 | $39,995 | 03/31/2024 | MOAT | 444,885 | $39,995 | 03/31/2024 | Financial Management Network Inc. | 452,470 | $39,460 | 03/31/2024 | MOAT | 452,470 | $39,460 | 03/31/2024 | Leelyn Smith LLC | 428,050 | $36,329 | 12/31/2023 | MOAT | 428,050 | $36,329 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 426,000 | $36,246 | 12/31/2023 | MOAT | 426,000 | $36,246 | 12/31/2023 | Stifel Financial Corp | 420,328 | $35,673 | 12/31/2023 | MOAT | 420,328 | $35,673 | 12/31/2023 | Tanager Wealth Management LLP | 394,491 | $33,480 | 12/31/2023 | MOAT | 394,491 | $33,480 | 12/31/2023 | Cetera Advisor Networks LLC | 379,833 | $32,236 | 12/31/2023 | MOAT | 379,833 | $32,236 | 12/31/2023 | Sequoia Financial Advisors LLC | 378,652 | $32,136 | 12/31/2023 | MOAT | 378,652 | $32,136 | 12/31/2023 | Harbor Group Inc. | 353,161 | $31,749 | 03/31/2024 | MOAT | 353,161 | $31,749 | 03/31/2024 | Ceera Investments LLC | 371,840 | $31,558 | 12/31/2023 | MOAT | 371,840 | $31,558 | 12/31/2023 | Level Four Advisory Services LLC | 358,234 | $30,403 | 12/31/2023 | MOAT | 358,234 | $30,403 | 12/31/2023 | Tompkins Financial Corp | 334,261 | $30,050 | 03/31/2024 | MOAT | 334,261 | $30,050 | 03/31/2024 | TTP Investments Inc. | 353,285 | $29,983 | 12/31/2023 | MOAT | 353,285 | $29,983 | 12/31/2023 | Stephens Inc. AR | 350,129 | $29,715 | 12/31/2023 | MOAT | 350,129 | $29,715 | 12/31/2023 | Smart Money Group LLC | 344,560 | $29,243 | 12/31/2023 | MOAT | 344,560 | $29,243 | 12/31/2023 | Cerity Partners LLC | 343,411 | $29,145 | 12/31/2023 | MOAT | 343,411 | $29,145 | 12/31/2023 | Geneos Wealth Management Inc. | 331,447 | $28,130 | 12/31/2023 | MOAT | 331,447 | $28,130 | 12/31/2023 | G2 Capital Management LLC OH | 330,434 | $28,044 | 12/31/2023 | MOAT | 330,434 | $28,044 | 12/31/2023 | Captrust Financial Advisors | 311,500 | $26,437 | 12/31/2023 | MOAT | 311,500 | $26,437 | 12/31/2023 | Palo Alto Wealth Advisors LLC | 305,018 | $25,887 | 12/31/2023 | MOAT | 305,018 | $25,887 | 12/31/2023 | Planned Solutions Inc. | 294,675 | $25,009 | 12/31/2023 | MOAT | 294,675 | $25,009 | 12/31/2023 | MML Investors Services LLC | 286,192 | $24,289 | 12/31/2023 | MOAT | 286,192 | $24,289 | 12/31/2023 | Summit Asset Management LLC | 285,229 | $24,207 | 12/31/2023 | MOAT | 285,229 | $24,207 | 12/31/2023 | Beaumont Asset Management L.L.C. | 273,445 | $23,207 | 12/31/2023 | MOAT | 273,445 | $23,207 | 12/31/2023 | Visionary Wealth Advisors | 271,869 | $23,074 | 12/31/2023 | MOAT | 271,869 | $23,074 | 12/31/2023 | Activest Wealth Management | 251,726 | $22,630 | 03/31/2024 | MOAT | 251,726 | $22,630 | 03/31/2024 | MinichMacGregor Wealth Management LLC | 243,906 | $21,764 | 03/31/2024 | MOAT | 243,906 | $21,764 | 03/31/2024 | MAI Capital Management | 254,546 | $21,603 | 12/31/2023 | MOAT | 254,546 | $21,603 | 12/31/2023 | Stratos Wealth Partners LTD. | 238,709 | $21,460 | 03/31/2024 | MOAT | 238,709 | $21,460 | 03/31/2024 | New England Private Wealth Advisors LLC | 244,028 | $20,710 | 12/31/2023 | MOAT | 244,028 | $20,710 | 12/31/2023 | Hallmark Capital Management Inc. | 242,875 | $20,613 | 12/31/2023 | MOAT | 242,875 | $20,613 | 12/31/2023 | Beaumont Financial Advisors LLC | 238,886 | $20,274 | 12/31/2023 | MOAT | 238,886 | $20,274 | 12/31/2023 | Truist Financial Corp | 237,262 | $20,136 | 12/31/2023 | MOAT | 237,262 | $20,136 | 12/31/2023 | Harbour Trust & Investment Management Co | 216,150 | $19,432 | 03/31/2024 | MOAT | 216,150 | $19,432 | 03/31/2024 | TAP Consulting LLC | 210,902 | $18,960 | 03/31/2024 | MOAT | 210,902 | $18,960 | 03/31/2024 | Roundview Capital LLC | 216,917 | $18,410 | 12/31/2023 | MOAT | 216,917 | $18,410 | 12/31/2023 | Drake & Associates LLC | 215,469 | $18,287 | 12/31/2023 | MOAT | 215,469 | $18,287 | 12/31/2023 | Janney Montgomery Scott LLC | 210,216 | $17,841 | 12/31/2023 | MOAT | 210,216 | $17,841 | 12/31/2023 | GeoWealth Management LLC | 209,432 | $17,775 | 12/31/2023 | MOAT | 209,432 | $17,775 | 12/31/2023 | Core Wealth Advisors Inc. | 207,983 | $17,652 | 12/31/2023 | MOAT | 207,983 | $17,652 | 12/31/2023 | Buttonwood Financial Advisors Inc. | 194,827 | $17,515 | 03/31/2024 | MOAT | 194,827 | $17,515 | 03/31/2024 | Aspen Wealth Strategies LLC | 204,329 | $17,341 | 12/31/2023 | MOAT | 204,329 | $17,341 | 12/31/2023 | Ratio Wealth Group | 202,850 | $17,216 | 12/31/2023 | MOAT | 202,850 | $17,216 | 12/31/2023 | Dynamic Advisor Solutions LLC | 189,569 | $17,042 | 03/31/2024 | MOAT | 189,569 | $17,042 | 03/31/2024 | Smith Anglin Financial LLC | 189,208 | $17,010 | 03/31/2024 | MOAT | 189,208 | $17,010 | 03/31/2024 | Patton Albertson Miller Group LLC | 188,140 | $16,914 | 03/31/2024 | MOAT | 188,140 | $16,914 | 03/31/2024 | Wealthcare Advisory Partners LLC | 182,641 | $16,419 | 03/31/2024 | MOAT | 182,641 | $16,419 | 03/31/2024 | Ethos Financial Group LLC | 189,108 | $16,050 | 12/31/2023 | MOAT | 189,108 | $16,050 | 12/31/2023 | Provident Wealth Management LLC | 178,334 | $16,032 | 03/31/2024 | MOAT | 178,334 | $16,032 | 03/31/2024 | Prospera Financial Services Inc | 186,365 | $15,817 | 12/31/2023 | MOAT | 186,365 | $15,817 | 12/31/2023 | Kestra Advisory Services LLC | 182,644 | $15,501 | 12/31/2023 | MOAT | 182,644 | $15,501 | 12/31/2023 | WealthPLAN Partners LLC | 180,089 | $15,284 | 12/31/2023 | MOAT | 180,089 | $15,284 | 12/31/2023 | DAVENPORT & Co LLC | 173,194 | $14,699 | 12/31/2023 | MOAT | 173,194 | $14,699 | 12/31/2023 | GWM Advisors LLC | 172,093 | $14,535 | 12/31/2023 | MOAT | 172,093 | $14,535 | 12/31/2023 | Steward Partners Investment Advisory LLC | 168,133 | $14,269 | 12/31/2023 | MOAT | 168,133 | $14,269 | 12/31/2023 | Citigroup Inc. | 166,899 | $14,165 | 12/31/2023 | MOAT | 166,899 | $14,165 | 12/31/2023 | Darrow Company Inc. | 163,671 | $13,891 | 12/31/2023 | MOAT | 163,671 | $13,891 | 12/31/2023 | Standard Life Aberdeen plc | 161,269 | $13,687 | 12/31/2023 | MOAT | 161,269 | $13,687 | 12/31/2023 | EP Wealth Advisors LLC | 159,422 | $13,530 | 12/31/2023 | MOAT | 159,422 | $13,530 | 12/31/2023 | Allworth Financial LP | 150,990 | $12,815 | 12/31/2023 | MOAT | 150,990 | $12,815 | 12/31/2023 | Centaurus Financial Inc. | 150,932 | $12,810 | 12/31/2023 | MOAT | 150,932 | $12,810 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 149,317 | $12,673 | 12/31/2023 | MOAT | 149,317 | $12,673 | 12/31/2023 | Creative Planning | 148,270 | $12,584 | 12/31/2023 | MOAT | 148,270 | $12,584 | 12/31/2023 | IFP Advisors Inc | 145,664 | $12,362 | 12/31/2023 | MOAT | 145,664 | $12,362 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 144,997 | $12,306 | 12/31/2023 | MOAT | 144,997 | $12,306 | 12/31/2023 | Kathleen S. Wright Associates Inc. | | $12,155 | 03/31/2024 | MOAT | 132,939 | $11,951 | 03/31/2024 | MRNGSTR WDE MOAT | 2,377 | $204 | 03/31/2024 | US Financial Advisors LLC | 142,099 | $12,060 | 12/31/2023 | MOAT | 142,099 | $12,060 | 12/31/2023 | Berkshire Money Management Inc. | 141,829 | $12,037 | 12/31/2023 | MOAT | 141,829 | $12,037 | 12/31/2023 | Zurich Insurance Group Ltd FI | 143,169 | $11,998 | 12/31/2023 | MOAT | 143,169 | $11,998 | 12/31/2023 | BKA Wealth Consulting Inc. | 132,680 | $11,928 | 03/31/2024 | MOAT | 132,680 | $11,928 | 03/31/2024 | Apriem Advisors | 140,145 | $11,894 | 12/31/2023 | MOAT | 140,145 | $11,894 | 12/31/2023 | JPMorgan Chase & Co. | 135,616 | $11,510 | 12/31/2023 | MOAT | 135,616 | $11,510 | 12/31/2023 | Mariner LLC | 132,881 | $11,278 | 12/31/2023 | MOAT | 132,881 | $11,278 | 12/31/2023 | Philip James Wealth Mangement LLC | 132,224 | $11,222 | 12/31/2023 | MOAT | 132,224 | $11,222 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 132,094 | $11,210 | 12/31/2023 | MOAT | 132,094 | $11,210 | 12/31/2023 | Signature Securities Group Corporation | 124,408 | $11,184 | 03/31/2024 | MOAT | 124,408 | $11,184 | 03/31/2024 | Archford Capital Strategies LLC | 123,780 | $11,128 | 03/31/2024 | MOAT | 123,780 | $11,128 | 03/31/2024 | AE Wealth Management LLC | 130,693 | $11,049 | 12/31/2023 | MOAT | 130,693 | $11,049 | 12/31/2023 | Ancora Advisors LLC | 130,016 | $11,034 | 12/31/2023 | MOAT | 130,016 | $11,034 | 12/31/2023 | Alpha Omega Group Inc. | 129,559 | $10,996 | 12/31/2023 | MOAT | 129,559 | $10,996 | 12/31/2023 | Atria Wealth Solutions Inc. | 126,908 | $10,771 | 12/31/2023 | MOAT | 126,908 | $10,771 | 12/31/2023 | Orion Portfolio Solutions LLC | 126,733 | $10,676 | 12/31/2023 | MOAT | 126,733 | $10,676 | 12/31/2023 | Sigma Planning Corp | 122,536 | $10,400 | 12/31/2023 | MOAT | 122,536 | $10,400 | 12/31/2023 | Thoroughbred Financial Services LLC | 118,026 | $10,016 | 12/31/2023 | MOAT | 118,026 | $10,016 | 12/31/2023 | Equitable Holdings Inc. | 117,631 | $9,983 | 12/31/2023 | MOAT | 117,631 | $9,983 | 12/31/2023 | Trademark Financial Management LLC | 115,532 | $9,805 | 12/31/2023 | MOAT | 115,532 | $9,805 | 12/31/2023 | CI Private Wealth LLC | 114,839 | $9,746 | 12/31/2023 | MOAT | 114,839 | $9,746 | 12/31/2023 | Baird Financial Group Inc. | 110,336 | $9,364 | 12/31/2023 | MOAT | 110,336 | $9,364 | 12/31/2023 | Cornerstone Advisory LLC | 108,631 | $9,220 | 12/31/2023 | MOAT | 108,631 | $9,220 | 12/31/2023 | Objectivity Squared LLC | 106,019 | $9,217 | 03/31/2024 | MOAT | 106,019 | $9,217 | 03/31/2024 | Kestra Private Wealth Services LLC | 108,142 | $9,178 | 12/31/2023 | MOAT | 108,142 | $9,178 | 12/31/2023 | EnRich Financial Partners LLC | 107,996 | $9,166 | 12/31/2023 | MOAT | 107,996 | $9,166 | 12/31/2023 | Fiduciary Planning LLC | 107,943 | $9,161 | 12/31/2023 | MOAT | 107,943 | $9,161 | 12/31/2023 | David R. Rahn & Associates Inc. | 101,832 | $9,155 | 03/31/2024 | MOAT | 101,832 | $9,155 | 03/31/2024 | Oppenheimer & Co. Inc. | 107,444 | $9,119 | 12/31/2023 | MOAT | 107,444 | $9,119 | 12/31/2023 | Allen Capital Group LLC | 99,182 | $8,916 | 03/31/2024 | MOAT | 99,182 | $8,916 | 03/31/2024 | Vista Private Wealth Partners. LLC | 106,718 | $8,866 | 12/31/2023 | MOAT | 106,718 | $8,866 | 12/31/2023 | S.E.E.D. Planning Group LLC | 96,794 | $8,702 | 03/31/2024 | MOAT | 96,794 | $8,702 | 03/31/2024 | Farrow Financial Inc. | 101,207 | $8,589 | 12/31/2023 | MOAT | 101,207 | $8,589 | 12/31/2023 | Laurel Wealth Planning LLC | 95,361 | $8,573 | 03/31/2024 | MOAT | 95,361 | $8,573 | 03/31/2024 | Avantax Advisory Services Inc. | 100,434 | $8,524 | 12/31/2023 | MOAT | 100,434 | $8,524 | 12/31/2023 | Barings LLC | 98,601 | $8,368 | 12/31/2023 | MOAT | 98,601 | $8,368 | 12/31/2023 | Aspire Wealth Management Corp | 97,428 | $8,269 | 12/31/2023 | MOAT | 97,428 | $8,269 | 12/31/2023 | Fermata Advisors LLC | 88,350 | $7,943 | 03/31/2024 | MOAT | 88,350 | $7,943 | 03/31/2024 | DHK Financial Advisors Inc. | 93,321 | $7,920 | 12/31/2023 | MOAT | 93,321 | $7,920 | 12/31/2023 | Rockefeller Capital Management L.P. | 92,092 | $7,816 | 12/31/2023 | MOAT | 92,092 | $7,816 | 12/31/2023 | Legacy CG LLC | 85,051 | $7,646 | 03/31/2024 | MOAT | 85,051 | $7,646 | 03/31/2024 | Western Wealth Management LLC | 89,765 | $7,618 | 12/31/2023 | MOAT | 89,765 | $7,618 | 12/31/2023 | YHB Investment Advisors Inc. | 86,243 | $7,319 | 12/31/2023 | MOAT | 86,243 | $7,319 | 12/31/2023 | Fortress Wealth Group LLC | 85,864 | $7,233 | 12/31/2023 | MOAT | 85,864 | $7,233 | 12/31/2023 | Cetera Investment Advisers | 84,561 | $7,177 | 12/31/2023 | MOAT | 84,561 | $7,177 | 12/31/2023 | Susquehanna International Group LLP | | $7,087 | 12/31/2023 | MOAT | 56,302 | $4,778 | 12/31/2023 | Call | 32,000 | $2,716 | 12/31/2023 | Put | 4,800 | $407 | 12/31/2023 | Retireful LLC | 78,210 | $7,031 | 03/31/2024 | MOAT | 78,210 | $7,031 | 03/31/2024 | WealthPlan Investment Management LLC | 81,715 | $6,935 | 12/31/2023 | MOAT | 81,715 | $6,935 | 12/31/2023 | Kickstand Ventures LLC. | 80,560 | $6,837 | 12/31/2023 | MOAT | 80,560 | $6,837 | 12/31/2023 | Boomfish Wealth Group LLC | 80,137 | $6,801 | 12/31/2023 | MOAT | 80,137 | $6,801 | 12/31/2023 | Fifth Third Securities Inc. | 73,651 | $6,621 | 03/31/2024 | MOAT | 73,651 | $6,621 | 03/31/2024 | Icapital Wealth LLC | 76,732 | $6,512 | 12/31/2023 | MOAT | 76,732 | $6,512 | 12/31/2023 | Coulter & Justus Financial Services LLC | 76,619 | $6,503 | 12/31/2023 | MOAT | 76,619 | $6,503 | 12/31/2023 | NorthCrest Asset Manangement LLC | 70,097 | $6,302 | 03/31/2024 | MOAT | 70,097 | $6,302 | 03/31/2024 | Eubel Brady & Suttman Asset Management Inc. | 74,257 | $6,302 | 12/31/2023 | MOAT | 74,257 | $6,302 | 12/31/2023 | SILVER OAK SECURITIES Inc | 73,925 | $6,274 | 12/31/2023 | MOAT | 73,925 | $6,274 | 12/31/2023 | PCG Wealth Advisors LLC | 69,205 | $6,222 | 03/31/2024 | MOAT | 69,205 | $6,222 | 03/31/2024 | Financial Advocates Investment Management | 70,383 | $5,973 | 12/31/2023 | MOAT | 70,383 | $5,973 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 70,368 | $5,972 | 12/31/2023 | MOAT | 70,368 | $5,972 | 12/31/2023 | Atria Investments LLC | 70,229 | $5,960 | 12/31/2023 | MOAT | 70,229 | $5,960 | 12/31/2023 | Ferguson Shapiro LLC | 65,977 | $5,931 | 03/31/2024 | MOAT | 65,977 | $5,931 | 03/31/2024 | Avanda Investment Management Pte. Ltd. | 69,500 | $5,898 | 12/31/2023 | MOAT | 69,500 | $5,898 | 12/31/2023 | Etesian Wealth Advisors Inc. | 64,571 | $5,805 | 03/31/2024 | MOAT | 64,571 | $5,805 | 03/31/2024 | Wimmer Associates 1 LLC | 68,120 | $5,781 | 12/31/2023 | MOAT | 68,120 | $5,781 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 67,147 | $5,699 | 12/31/2023 | MOAT | 67,147 | $5,699 | 12/31/2023 | HBW Advisory Services LLC | 66,902 | $5,678 | 03/31/2024 | MOAT | 66,902 | $5,678 | 03/31/2024 | AlphaCore Capital LLC | 66,584 | $5,651 | 12/31/2023 | MOAT | 66,584 | $5,651 | 12/31/2023 | Snider Financial Group | 64,964 | $5,513 | 12/31/2023 | MOAT | 64,964 | $5,513 | 12/31/2023 | Argent Trust Co | 64,900 | $5,508 | 12/31/2023 | MOAT | 64,900 | $5,508 | 12/31/2023 | Financial Partners Group Inc | 64,582 | $5,481 | 12/31/2023 | MOAT | 64,582 | $5,481 | 12/31/2023 | Rooted Wealth Advisors Inc. | 61,715 | $5,451 | 03/31/2024 | MOAT | 61,715 | $5,451 | 03/31/2024 | Acorn Wealth Advisors LLC | 63,868 | $5,420 | 12/31/2023 | MOAT | 63,868 | $5,420 | 12/31/2023 | Elevated Capital Advisors LLC | 60,207 | $5,413 | 03/31/2024 | MOAT | 60,207 | $5,413 | 03/31/2024 | National Asset Management Inc. | 62,736 | $5,324 | 12/31/2023 | MOAT | 62,736 | $5,324 | 12/31/2023 | Novare Capital Management LLC | 62,562 | $5,310 | 12/31/2023 | MOAT | 62,562 | $5,310 | 12/31/2023 | Goodman Advisory Group LLC | 62,416 | $5,297 | 12/31/2023 | MOAT | 62,416 | $5,297 | 12/31/2023 | Lido Advisors LLC | 61,848 | $5,249 | 12/31/2023 | MOAT | 61,848 | $5,249 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 58,060 | $5,226 | 03/31/2024 | MOAT | 58,060 | $5,226 | 03/31/2024 | Signal Advisors Wealth LLC | 57,583 | $5,177 | 03/31/2024 | MOAT | 57,583 | $5,177 | 03/31/2024 | D.A. Davidson & CO. | 59,084 | $5,015 | 12/31/2023 | MOAT | 59,084 | $5,015 | 12/31/2023 | Great Valley Advisor Group Inc. | 58,820 | $4,992 | 12/31/2023 | MOAT | 58,820 | $4,992 | 12/31/2023 | Foguth Wealth Management LLC. | 55,476 | $4,987 | 03/31/2024 | MOAT | 55,476 | $4,987 | 03/31/2024 | USAdvisors Wealth Management LLC | 58,513 | $4,966 | 12/31/2023 | MOAT | 58,513 | $4,966 | 12/31/2023 | Lionsbridge Wealth Management LLC | 58,308 | $4,949 | 12/31/2023 | MOAT | 58,308 | $4,949 | 12/31/2023 | Coastal Investment Advisors Inc. | 55,032 | $4,947 | 03/31/2024 | MOAT | 55,032 | $4,947 | 03/31/2024 | Cornerstone Wealth Group LLC | 54,993 | $4,944 | 03/31/2024 | MOAT | 54,993 | $4,944 | 03/31/2024 | Peak Financial Advisors LLC | 54,640 | $4,912 | 03/31/2024 | MOAT | 54,640 | $4,912 | 03/31/2024 | Tranquility Partners LLC | 57,781 | $4,904 | 12/31/2023 | MOAT | 57,781 | $4,904 | 12/31/2023 | Sterling Investment Advisors Ltd. | 57,370 | $4,869 | 12/31/2023 | MOAT | 57,370 | $4,869 | 12/31/2023 | RDA Financial Network | 53,820 | $4,838 | 03/31/2024 | MOAT | 53,820 | $4,838 | 03/31/2024 | Essex Financial Services Inc. | 53,191 | $4,782 | 03/31/2024 | MOAT | 53,191 | $4,782 | 03/31/2024 | James J. Burns & Company LLC | 54,125 | $4,781 | 03/31/2024 | MOAT | 54,125 | $4,781 | 03/31/2024 | Panoramic Investment Advisors LLC | 53,017 | $4,766 | 03/31/2024 | MOAT | 53,017 | $4,766 | 03/31/2024 | Capital Investment Advisory Services LLC | 55,586 | $4,718 | 12/31/2023 | MOAT | 55,586 | $4,718 | 12/31/2023 | Connectus Wealth LLC | 54,996 | $4,668 | 12/31/2023 | MOAT | 54,996 | $4,668 | 12/31/2023 | Ayalon Holdings Ltd. | 51,564 | $4,636 | 03/31/2024 | MOAT | 51,564 | $4,636 | 03/31/2024 | Santori & Peters Inc. | 51,154 | $4,599 | 03/31/2024 | MOAT | 51,154 | $4,599 | 03/31/2024 | Global Retirement Partners LLC | 50,952 | $4,581 | 03/31/2024 | MOAT | 50,952 | $4,581 | 03/31/2024 | Mengis Capital Management Inc. | 51,304 | $4,354 | 12/31/2023 | MOAT | 51,304 | $4,354 | 12/31/2023 | Integrated Advisors Network LLC | 50,422 | $4,279 | 12/31/2023 | MOAT | 50,422 | $4,279 | 12/31/2023 | IAM Advisory LLC | 47,429 | $4,264 | 03/31/2024 | MOAT | 47,429 | $4,264 | 03/31/2024 | Sentinel Pension Advisors Inc. | 49,691 | $4,217 | 12/31/2023 | MOAT | 49,691 | $4,217 | 12/31/2023 | IHT Wealth Management LLC | 49,322 | $4,186 | 12/31/2023 | MOAT | 49,322 | $4,186 | 12/31/2023 | SFG Wealth Management LLC. | 49,300 | $4,184 | 12/31/2023 | MOAT | 49,300 | $4,184 | 12/31/2023 | Fortune Financial Advisors LLC | 45,259 | $4,069 | 03/31/2024 | MOAT | 45,259 | $4,069 | 03/31/2024 | Qube Research & Technologies Ltd | 47,836 | $4,060 | 12/31/2023 | MOAT | 47,836 | $4,060 | 12/31/2023 | Kovitz Investment Group Partners LLC | 47,751 | $4,053 | 12/31/2023 | MOAT | 47,751 | $4,053 | 12/31/2023 | Kraft Davis & Associates LLC | 47,805 | $4,042 | 12/31/2023 | MOAT | 47,805 | $4,042 | 12/31/2023 | Beacon Pointe Advisors LLC | 47,253 | $4,010 | 12/31/2023 | MOAT | 47,253 | $4,010 | 12/31/2023 | Rollins Financial | 46,528 | $3,949 | 12/31/2023 | MOAT | 46,528 | $3,949 | 12/31/2023 | Rollins Financial Advisors LLC | 46,528 | $3,949 | 12/31/2023 | MOAT | 46,528 | $3,949 | 12/31/2023 | Iron Financial LLC | 43,918 | $3,948 | 03/31/2024 | MOAT | 43,918 | $3,948 | 03/31/2024 | Advisor Resource Council | 43,913 | $3,948 | 03/31/2024 | MOAT | 43,913 | $3,948 | 03/31/2024 | Cetera Advisors LLC | 46,240 | $3,924 | 12/31/2023 | MOAT | 46,240 | $3,924 | 12/31/2023 | Providence First Trust Co | 45,845 | $3,891 | 12/31/2023 | MOAT | 45,845 | $3,891 | 12/31/2023 | Future Financial Wealth Managment LLC | 43,240 | $3,887 | 03/31/2024 | MOAT | 43,240 | $3,887 | 03/31/2024 | Comerica Bank | 45,520 | $3,863 | 12/31/2023 | MOAT | 45,520 | $3,863 | 12/31/2023 | AdvisorNet Financial Inc | 42,880 | $3,855 | 03/31/2024 | MOAT | 42,880 | $3,855 | 03/31/2024 | VitalStone Financial LLC | 45,255 | $3,841 | 12/31/2023 | MOAT | 45,255 | $3,841 | 12/31/2023 | Private Portfolio Partners LLC | 45,195 | $3,836 | 12/31/2023 | MOAT | 45,195 | $3,836 | 12/31/2023 | Rehmann Capital Advisory Group | 44,897 | $3,810 | 12/31/2023 | MOAT | 44,897 | $3,810 | 12/31/2023 | Raymond James Trust N.A. | 42,233 | $3,797 | 03/31/2024 | MOAT | 42,233 | $3,797 | 03/31/2024 | Westshore Wealth LLC | 44,486 | $3,776 | 12/31/2023 | MOAT | 44,486 | $3,776 | 12/31/2023 | Midwest Financial Group LLC | 40,799 | $3,668 | 03/31/2024 | MOAT | 40,799 | $3,668 | 03/31/2024 | Gladstone Institutional Advisory LLC | 42,736 | $3,627 | 12/31/2023 | MOAT | 42,736 | $3,627 | 12/31/2023 | RWM Asset Management LLC | 39,760 | $3,574 | 03/31/2024 | MOAT | 39,760 | $3,574 | 03/31/2024 | Howard Financial Services LTD. | 39,051 | $3,511 | 03/31/2024 | MOAT | 39,051 | $3,511 | 03/31/2024 | Cookson Peirce & Co. Inc. | 38,917 | $3,499 | 03/31/2024 | MOAT | 38,917 | $3,499 | 03/31/2024 | StoneX Group Inc. | 41,225 | $3,499 | 12/31/2023 | MOAT | 41,225 | $3,499 | 12/31/2023 | Anson Capital Inc. | 41,144 | $3,492 | 12/31/2023 | MOAT | 41,144 | $3,492 | 12/31/2023 | Mutual Advisors LLC | 39,966 | $3,392 | 12/31/2023 | MOAT | 39,966 | $3,392 | 12/31/2023 | Blair William & Co. IL | 38,432 | $3,262 | 12/31/2023 | MOAT | 38,432 | $3,262 | 12/31/2023 | CoreCap Advisors LLC | 37,624 | $3,193 | 12/31/2023 | MOAT | 37,624 | $3,193 | 12/31/2023 | Roberts Glore & Co. Inc. IL | 37,557 | $3,187 | 12/31/2023 | MOAT | 37,557 | $3,187 | 12/31/2023 | Lincoln National Corp | 35,556 | $3,018 | 12/31/2023 | MOAT | 35,556 | $3,018 | 12/31/2023 | Harbour Investments Inc. | 35,539 | $3,016 | 12/31/2023 | MOAT | 35,539 | $3,016 | 12/31/2023 | Lifestyle Asset Management Inc. | 32,144 | $2,890 | 03/31/2024 | MOAT | 32,144 | $2,890 | 03/31/2024 | Collaborative Wealth Managment Inc. | 33,980 | $2,884 | 12/31/2023 | MOAT | 33,980 | $2,884 | 12/31/2023 | Boston Family Office LLC | 33,754 | $2,865 | 12/31/2023 | MOAT | 33,754 | $2,865 | 12/31/2023 | Eudaimonia Partners LLC | 33,332 | $2,829 | 12/31/2023 | MOAT | 33,332 | $2,829 | 12/31/2023 | Treynor Bancshares Inc. | 33,200 | $2,818 | 12/31/2023 | MOAT | 33,200 | $2,818 | 12/31/2023 | Financial Partners Group LLC | 30,129 | $2,709 | 03/31/2024 | MOAT | 30,129 | $2,709 | 03/31/2024 | White Knight Strategic Wealth Advisors LLC | 31,764 | $2,696 | 12/31/2023 | MOAT | 31,764 | $2,696 | 12/31/2023 | Sunpointe LLC | 29,847 | $2,683 | 03/31/2024 | MOAT | 29,847 | $2,683 | 03/31/2024 | Phoenix Holdings Ltd. | 31,470 | $2,671 | 12/31/2023 | MOAT | 31,470 | $2,671 | 12/31/2023 | EWG Elevate Inc. | 29,422 | $2,645 | 03/31/2024 | MOAT | 29,422 | $2,645 | 03/31/2024 | Liberty One Investment Management LLC | 30,417 | $2,582 | 12/31/2023 | MOAT | 30,417 | $2,582 | 12/31/2023 | Allen Mooney & Barnes Investment Advisors LLC | 29,443 | $2,563 | 03/31/2024 | MOAT | 29,443 | $2,563 | 03/31/2024 | John W. Brooker & Co. CPAs | 28,396 | $2,553 | 03/31/2024 | MOAT | 28,396 | $2,553 | 03/31/2024 | BCS Wealth Management | 28,121 | $2,528 | 03/31/2024 | MOAT | 28,121 | $2,528 | 03/31/2024 | Opal Wealth Advisors LLC | 27,592 | $2,481 | 03/31/2024 | MOAT | 27,592 | $2,481 | 03/31/2024 | SimpliFi Inc. | 27,521 | $2,474 | 03/31/2024 | MOAT | 27,521 | $2,474 | 03/31/2024 | Focus Financial Network Inc. ADV | 29,089 | $2,469 | 12/31/2023 | MOAT | 29,089 | $2,469 | 12/31/2023 | Arete Wealth Advisors LLC | 29,017 | $2,463 | 12/31/2023 | MOAT | 29,017 | $2,463 | 12/31/2023 | Smith Moore & CO. | 28,986 | $2,415 | 12/31/2023 | MOAT | 28,986 | $2,415 | 12/31/2023 | WCG Wealth Advisors LLC | 28,429 | $2,413 | 12/31/2023 | MOAT | 28,429 | $2,413 | 12/31/2023 | Berger Financial Group Inc | 26,710 | $2,401 | 03/31/2024 | MOAT | 26,710 | $2,401 | 03/31/2024 | The PNC Financial Services Group Inc. | 28,243 | $2,397 | 12/31/2023 | MOAT | 28,243 | $2,397 | 12/31/2023 | Inspire Advisors LLC | 28,182 | $2,392 | 12/31/2023 | MOAT | 28,182 | $2,392 | 12/31/2023 | Transform Wealth LLC | 26,223 | $2,357 | 03/31/2024 | MOAT | 26,223 | $2,357 | 03/31/2024 | Parametrica Management Ltd | 27,723 | $2,353 | 12/31/2023 | MOAT | 27,723 | $2,353 | 12/31/2023 | Cresset Asset Management LLC | 27,616 | $2,344 | 12/31/2023 | MOAT | 27,616 | $2,344 | 12/31/2023 | Goldman Sachs Group Inc. | 27,099 | $2,300 | 12/31/2023 | MOAT | 27,099 | $2,300 | 12/31/2023 | Cedar Brook Financial Partners LLC | 25,352 | $2,279 | 03/31/2024 | MOAT | 25,352 | $2,279 | 03/31/2024 | Credit Suisse AG | 26,240 | $2,227 | 12/31/2023 | MOAT | 26,240 | $2,227 | 12/31/2023 | Cornell Pochily Investment Advisors Inc. | 24,765 | $2,226 | 03/31/2024 | MOAT | 24,765 | $2,226 | 03/31/2024 | Lansing Street Advisors | 26,156 | $2,220 | 12/31/2023 | MOAT | 26,156 | $2,220 | 12/31/2023 | Zimmermann Investment Management & Planning LLC | 24,597 | $2,211 | 03/31/2024 | MOAT | 24,597 | $2,211 | 03/31/2024 | Eagle Strategies LLC | 24,242 | $2,179 | 03/31/2024 | MOAT | 24,242 | $2,179 | 03/31/2024 | HHM Wealth Advisors LLC | 25,439 | $2,159 | 12/31/2023 | MOAT | 25,439 | $2,159 | 12/31/2023 | Oliver Luxxe Assets LLC | 23,658 | $2,127 | 03/31/2024 | MOAT | 23,658 | $2,127 | 03/31/2024 | Atomi Financial Group Inc. | 24,519 | $2,081 | 12/31/2023 | MOAT | 24,519 | $2,081 | 12/31/2023 | Altus Wealth Group LLC | 23,899 | $2,028 | 12/31/2023 | MOAT | 23,899 | $2,028 | 12/31/2023 | Moloney Securities Asset Management LLC | 23,826 | $2,022 | 12/31/2023 | MOAT | 23,826 | $2,022 | 12/31/2023 | Castle Rock Wealth Management LLC | 24,269 | $2,012 | 12/31/2023 | MOAT | 24,269 | $2,012 | 12/31/2023 | Holistic Planning LLC | 23,638 | $2,006 | 12/31/2023 | MOAT | 23,638 | $2,006 | 12/31/2023 | Cross Staff Investments Inc | 23,463 | $1,991 | 12/31/2023 | MOAT | 23,463 | $1,991 | 12/31/2023 | Wealthfront Advisers LLC | 22,079 | $1,985 | 03/31/2024 | MOAT | 22,079 | $1,985 | 03/31/2024 | Focus Financial Network Inc. | 22,957 | $1,928 | 03/31/2024 | MOAT | 22,957 | $1,928 | 03/31/2024 | Lunt Capital Management Inc. | 21,121 | $1,899 | 03/31/2024 | MOAT | 21,121 | $1,899 | 03/31/2024 | 9258 Wealth Management LLC | 22,017 | $1,869 | 12/31/2023 | MOAT | 22,017 | $1,869 | 12/31/2023 | Garden State Investment Advisory Services LLC | 21,867 | $1,856 | 12/31/2023 | MOAT | 21,867 | $1,856 | 12/31/2023 | Wedbush Securities Inc. | 21,807 | $1,851 | 12/31/2023 | MOAT | 21,807 | $1,851 | 12/31/2023 | GPS Wealth Strategies Group LLC | 21,639 | $1,836 | 12/31/2023 | MOAT | 21,639 | $1,836 | 12/31/2023 | Carnegie Capital Asset Management LLC | 21,573 | $1,831 | 12/31/2023 | MOAT | 21,573 | $1,831 | 12/31/2023 | SageView Advisory Group LLC | 20,104 | $1,713 | 12/31/2023 | MOAT | 20,104 | $1,713 | 12/31/2023 | Prudential Financial Inc. | 20,070 | $1,703 | 12/31/2023 | MOAT | 20,070 | $1,703 | 12/31/2023 | J.W. Cole Advisors Inc. | 19,883 | $1,688 | 12/31/2023 | MOAT | 19,883 | $1,688 | 12/31/2023 | Csenge Advisory Group | 19,659 | $1,668 | 12/31/2023 | MOAT | 19,659 | $1,668 | 12/31/2023 | FMR LLC | 19,601 | $1,663 | 12/31/2023 | MOAT | 19,601 | $1,663 | 12/31/2023 | Triumph Capital Management | 19,521 | $1,657 | 12/31/2023 | MOAT | 19,521 | $1,657 | 12/31/2023 | Comprehensive Financial Consultants Institutional Inc. | 18,844 | $1,599 | 12/31/2023 | MOAT | 18,844 | $1,599 | 12/31/2023 | Northern Trust Corp | 18,674 | $1,585 | 12/31/2023 | MOAT | 18,674 | $1,585 | 12/31/2023 | Citadel Advisors LLC | | $1,580 | 12/31/2023 | MOAT | 13,511 | $1,147 | 12/31/2023 | Call | 6,200 | $526 | 12/31/2023 | Put | 1,100 | $93 | 12/31/2023 | MADDEN SECURITIES Corp | 17,544 | $1,577 | 03/31/2024 | MOAT | 17,544 | $1,577 | 03/31/2024 | FCA Corp TX | 18,324 | $1,555 | 12/31/2023 | MOAT | 18,324 | $1,555 | 12/31/2023 | Patten Group Inc. | 16,969 | $1,526 | 03/31/2024 | MOAT | 16,969 | $1,526 | 03/31/2024 | Dumont & Blake Investment Advisors LLC | 16,841 | $1,514 | 03/31/2024 | MOAT | 16,841 | $1,514 | 03/31/2024 | Simplicity Wealth LLC | 16,803 | $1,511 | 03/31/2024 | MOAT | 16,803 | $1,511 | 03/31/2024 | Paragon Advisors LLC | 17,752 | $1,507 | 12/31/2023 | MOAT | 17,752 | $1,507 | 12/31/2023 | Wolff Wiese Magana LLC | 16,552 | $1,488 | 03/31/2024 | MOAT | 16,552 | $1,488 | 03/31/2024 | First Heartland Consultants Inc. | 17,130 | $1,454 | 12/31/2023 | MOAT | 17,130 | $1,454 | 12/31/2023 | Principal Securities Inc. | 17,081 | $1,450 | 12/31/2023 | MOAT | 17,081 | $1,450 | 12/31/2023 | National Bank of Canada FI | 16,569 | $1,402 | 12/31/2023 | MOAT | 16,569 | $1,402 | 12/31/2023 | New Century Financial Group LLC | 15,511 | $1,394 | 03/31/2024 | MOAT | 15,511 | $1,394 | 03/31/2024 | Meridian Wealth Management LLC | 16,290 | $1,382 | 12/31/2023 | MOAT | 16,290 | $1,382 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,147 | $1,370 | 12/31/2023 | MOAT | 16,147 | $1,370 | 12/31/2023 | Brown Advisory Inc. | 15,140 | $1,361 | 03/31/2024 | MOAT | 15,140 | $1,361 | 03/31/2024 | Cornerstone Wealth Management LLC | 14,870 | $1,337 | 03/31/2024 | MOAT | 14,870 | $1,337 | 03/31/2024 | Defined Wealth Management LLC | 14,752 | $1,326 | 03/31/2024 | MOAT | 14,752 | $1,326 | 03/31/2024 | Perigon Wealth Management LLC | 15,540 | $1,319 | 12/31/2023 | MOAT | 15,540 | $1,319 | 12/31/2023 | Castleview Partners LLC | 15,517 | $1,317 | 12/31/2023 | MOAT | 15,517 | $1,317 | 12/31/2023 | CIBC Private Wealth Group LLC | 15,241 | $1,294 | 12/31/2023 | MOAT | 15,241 | $1,294 | 12/31/2023 | US Bancorp DE | 14,986 | $1,272 | 12/31/2023 | MOAT | 14,986 | $1,272 | 12/31/2023 | Cutler Capital Management LLC | 14,733 | $1,250 | 12/31/2023 | MOAT | 14,733 | $1,250 | 12/31/2023 | Ascension Capital Advisors Inc. | 14,704 | $1,248 | 12/31/2023 | MOAT | 14,704 | $1,248 | 12/31/2023 | Wintrust Investments LLC | 14,227 | $1,207 | 12/31/2023 | MOAT | 14,227 | $1,207 | 12/31/2023 | Aspiriant LLC | 13,415 | $1,206 | 03/31/2024 | MOAT | 13,415 | $1,206 | 03/31/2024 | Sawtooth Solutions LLC | 14,067 | $1,194 | 12/31/2023 | MOAT | 14,067 | $1,194 | 12/31/2023 | Bleakley Financial Group LLC | 14,067 | $1,194 | 12/31/2023 | MOAT | 14,067 | $1,194 | 12/31/2023 | Key Client Fiduciary Advisors LLC | 13,228 | $1,189 | 03/31/2024 | MOAT | 13,228 | $1,189 | 03/31/2024 | Edge Financial Advisors LLC | 13,018 | $1,172 | 03/31/2024 | MOAT | 13,018 | $1,172 | 03/31/2024 | Aptus Capital Advisors LLC | 13,789 | $1,170 | 12/31/2023 | MOAT | 13,789 | $1,170 | 12/31/2023 | Principle Wealth Partners LLC | 12,988 | $1,168 | 03/31/2024 | MOAT | 12,988 | $1,168 | 03/31/2024 | Guardian Wealth Advisors LLC NC | 13,606 | $1,155 | 12/31/2023 | MOAT | 13,606 | $1,155 | 12/31/2023 | Integrated Wealth Concepts LLC | 13,540 | $1,149 | 12/31/2023 | MOAT | 13,540 | $1,149 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 13,484 | $1,144 | 12/31/2023 | MOAT | 13,484 | $1,144 | 12/31/2023 | Clarity Capital Partners LLC | 13,483 | $1,144 | 12/31/2023 | MOAT | 13,483 | $1,144 | 12/31/2023 | Warner Financial Inc. | 12,629 | $1,135 | 03/31/2024 | MOAT | 12,629 | $1,135 | 03/31/2024 | Kingswood Wealth Advisors LLC | 12,467 | $1,121 | 03/31/2024 | MOAT | 12,467 | $1,121 | 03/31/2024 | Nilsine Partners LLC | 12,024 | $1,081 | 03/31/2024 | MOAT | 12,024 | $1,081 | 03/31/2024 | Larson Financial Group LLC | 12,689 | $1,077 | 12/31/2023 | MOAT | 12,689 | $1,077 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 12,295 | $1,043 | 12/31/2023 | MOAT | 12,295 | $1,043 | 12/31/2023 | Concord Wealth Partners | 12,295 | $1,043 | 12/31/2023 | MOAT | 12,295 | $1,043 | 12/31/2023 | Van Den Berg Management I Inc. | 12,237 | $1,039 | 12/31/2023 | MOAT | 12,237 | $1,039 | 12/31/2023 | ProVise Management Group LLC | 11,996 | $1,018 | 12/31/2023 | MOAT | 11,996 | $1,018 | 12/31/2023 | PSI Advisors LLC | 11,306 | $1,016 | 03/31/2024 | MOAT | 11,306 | $1,016 | 03/31/2024 | Private Trust Co. NA | 11,210 | $1,008 | 03/31/2024 | MOAT | 11,210 | $1,008 | 03/31/2024 | Cozad Asset Management Inc. | 11,609 | $985 | 12/31/2023 | MOAT | 11,609 | $985 | 12/31/2023 | Hazlett Burt & Watson Inc. | 11,492 | $979 | 12/31/2023 | MOAT | 11,492 | $979 | 12/31/2023 | Ieq Capital LLC | 11,229 | $953 | 12/31/2023 | MOAT | 11,229 | $953 | 12/31/2023 | RFG Advisory LLC | 10,562 | $950 | 03/31/2024 | MOAT | 10,562 | $950 | 03/31/2024 | Trilogy Capital Inc. | 10,460 | $940 | 03/31/2024 | MOAT | 10,460 | $940 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 11,010 | $934 | 12/31/2023 | MOAT | 11,010 | $934 | 12/31/2023 | Anchor Investment Management LLC | 10,955 | $930 | 12/31/2023 | MOAT | 10,955 | $930 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 10,830 | $919 | 12/31/2023 | MOAT | 10,830 | $919 | 12/31/2023 | Concurrent Investment Advisors LLC | 10,812 | $918 | 12/31/2023 | MOAT | 10,812 | $918 | 12/31/2023 | Hudson Value Partners LLC | 10,694 | $908 | 12/31/2023 | MOAT | 10,694 | $908 | 12/31/2023 | Ruggaard & Associates LLC | 10,617 | $901 | 12/31/2023 | MOAT | 10,617 | $901 | 12/31/2023 | Darwin Advisors LLC | 10,588 | $899 | 12/31/2023 | MOAT | 10,588 | $899 | 12/31/2023 | First Community Trust NA | 9,977 | $897 | 03/31/2024 | MOAT | 9,977 | $897 | 03/31/2024 | Meitav Dash Investments Ltd. | 10,441 | $884 | 12/31/2023 | MOAT | 10,441 | $884 | 12/31/2023 | Soundwatch Capital LLC | 10,215 | $882 | 12/31/2023 | MOAT | 10,215 | $882 | 12/31/2023 | Sheets Smith Wealth Management | 10,316 | $876 | 12/31/2023 | MOAT | 10,316 | $876 | 12/31/2023 | Root Financial Partners LLC | 9,648 | $867 | 03/31/2024 | MOAT | 9,648 | $867 | 03/31/2024 | Phraction Management LLC | 10,220 | $867 | 12/31/2023 | MOAT | 10,220 | $867 | 12/31/2023 | Keeler Thomas Management LLC | 10,228 | $866 | 12/31/2023 | MOAT | 10,228 | $866 | 12/31/2023 | Autumn Glory Partners LLC | 10,172 | $851 | 12/31/2023 | MOAT | 10,172 | $851 | 12/31/2023 | M3 Advisory Group LLC | 9,553 | $811 | 12/31/2023 | MOAT | 9,553 | $811 | 12/31/2023 | Atlas Capital Advisors LLC | 8,826 | $793 | 03/31/2024 | MOAT | 8,826 | $793 | 03/31/2024 | Kaydan Wealth Management Inc. | 8,808 | $792 | 03/31/2024 | MOAT | 8,808 | $792 | 03/31/2024 | Gilbert & Cook Inc. | 9,229 | $783 | 12/31/2023 | MOAT | 9,229 | $783 | 12/31/2023 | Resurgent Financial Advisors LLC | 9,159 | $777 | 12/31/2023 | MOAT | 9,159 | $777 | 12/31/2023 | Scotia Capital Inc. | 9,120 | $774 | 12/31/2023 | MOAT | 9,120 | $774 | 12/31/2023 | Flagship Harbor Advisors LLC | 8,380 | $753 | 03/31/2024 | MOAT | 8,380 | $753 | 03/31/2024 | Stonebridge Financial Planning Group LLC | 8,609 | $731 | 12/31/2023 | MOAT | 8,609 | $731 | 12/31/2023 | Hsbc Holdings PLC | 8,469 | $719 | 12/31/2023 | MOAT | 8,469 | $719 | 12/31/2023 | Newbridge Financial Services Group Inc. | 7,940 | $714 | 03/31/2024 | MOAT | 7,940 | $714 | 03/31/2024 | Main Street Financial Solutions LLC | 7,876 | $708 | 03/31/2024 | MOAT | 7,876 | $708 | 03/31/2024 | Clarus Group Inc. | 7,873 | $708 | 03/31/2024 | MOAT | 7,873 | $708 | 03/31/2024 | Western Pacific Wealth Management LP | 8,316 | $706 | 12/31/2023 | MOAT | 8,316 | $706 | 12/31/2023 | Belpointe Asset Management LLC | 8,219 | $698 | 12/31/2023 | MOAT | 8,219 | $698 | 12/31/2023 | Iams Wealth Management LLC | 8,042 | $694 | 03/31/2024 | MOAT | 8,042 | $694 | 03/31/2024 | FSC Wealth Advisors LLC | 7,655 | $688 | 03/31/2024 | MOAT | 7,655 | $688 | 03/31/2024 | ICA Group Wealth Management LLC | 8,069 | $685 | 12/31/2023 | MOAT | 8,069 | $685 | 12/31/2023 | Lake Street Financial LLC | 7,499 | $674 | 03/31/2024 | MOAT | 7,499 | $674 | 03/31/2024 | Advisor OS LLC | 7,920 | $672 | 12/31/2023 | MOAT | 7,920 | $672 | 12/31/2023 | Randolph Co Inc | 7,767 | $659 | 12/31/2023 | MOAT | 7,767 | $659 | 12/31/2023 | Legacy Private Trust Co. | 7,315 | $658 | 03/31/2024 | MOAT | 7,315 | $658 | 03/31/2024 | Founders Financial Securities LLC | 7,195 | $647 | 03/31/2024 | MOAT | 7,195 | $647 | 03/31/2024 | Sovereign Financial Group Inc. | 7,197 | $647 | 03/31/2024 | MOAT | 7,197 | $647 | 03/31/2024 | Benjamin Edwards Inc. | 7,608 | $646 | 12/31/2023 | MOAT | 7,608 | $646 | 12/31/2023 | Goepper Burkhardt LLC | 7,510 | $642 | 12/31/2023 | MOAT | 7,510 | $642 | 12/31/2023 | Kingsview Wealth Management LLC | 7,546 | $640 | 12/31/2023 | MOAT | 7,546 | $640 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 7,508 | $637 | 12/31/2023 | MOAT | 7,508 | $637 | 12/31/2023 | Schaper Benz & Wise Investment Counsel Inc. WI | 7,394 | $628 | 12/31/2023 | MOAT | 7,394 | $628 | 12/31/2023 | Etfidea LLC | 7,284 | $618 | 12/31/2023 | MOAT | 7,284 | $618 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 6,792 | $611 | 03/31/2024 | MOAT | 6,792 | $611 | 03/31/2024 | Money Concepts Capital Corp | 7,153 | $607 | 12/31/2023 | MOAT | 7,153 | $607 | 12/31/2023 | Landaas & Co. WI ADV | 6,995 | $594 | 12/31/2023 | MOAT | 6,995 | $594 | 12/31/2023 | MGB Wealth Management LLC | 6,731 | $572 | 12/31/2023 | MOAT | 6,731 | $572 | 12/31/2023 | 360 Financial Inc. | 6,723 | $571 | 12/31/2023 | MOAT | 6,723 | $571 | 12/31/2023 | Mission Wealth Management LP | 6,628 | $562 | 12/31/2023 | MOAT | 6,628 | $562 | 12/31/2023 | Moors & Cabot Inc. | 6,562 | $557 | 12/31/2023 | MOAT | 6,562 | $557 | 12/31/2023 | Herold Advisors Inc. | 6,447 | $547 | 12/31/2023 | MOAT | 6,447 | $547 | 12/31/2023 | Samalin Investment Counsel LLC | 6,390 | $542 | 12/31/2023 | MOAT | 6,390 | $542 | 12/31/2023 | Southland Equity Partners LLC | 5,951 | $535 | 03/31/2024 | MOAT | 5,951 | $535 | 03/31/2024 | Beck Capital Management LLC | 6,267 | $532 | 12/31/2023 | MOAT | 6,267 | $532 | 12/31/2023 | The Manufacturers Life Insurance Company | 6,079 | $516 | 12/31/2023 | MOAT | 6,079 | $516 | 12/31/2023 | Jacobi Capital Management LLC | 6,066 | $515 | 12/31/2023 | MOAT | 6,066 | $515 | 12/31/2023 | Betterment LLC | 6,028 | $512 | 12/31/2023 | MOAT | 6,028 | $512 | 12/31/2023 | ARQ Wealth Advisors LLC | 5,879 | $499 | 12/31/2023 | MOAT | 5,879 | $499 | 12/31/2023 | WealthBridge Capital Management LLC | 5,870 | $498 | 12/31/2023 | MOAT | 5,870 | $498 | 12/31/2023 | Peninsula Wealth LLC | 5,836 | $495 | 12/31/2023 | MOAT | 5,836 | $495 | 12/31/2023 | Walled Lake Planning & Wealth Management LLC | 5,750 | $488 | 12/31/2023 | MOAT | 5,750 | $488 | 12/31/2023 | Lloyd Advisory Services LLC. | 5,400 | $485 | 03/31/2024 | MOAT | 5,400 | $485 | 03/31/2024 | SeaCrest Wealth Management LLC | 5,350 | $481 | 03/31/2024 | MOAT | 5,350 | $481 | 03/31/2024 | NBC Securities Inc. | 5,335 | $479 | 03/31/2024 | MOAT | 5,335 | $479 | 03/31/2024 | Vision Capital Management Inc. | 5,629 | $478 | 12/31/2023 | MOAT | 5,629 | $478 | 12/31/2023 | Brighton Jones LLC | 5,494 | $466 | 12/31/2023 | MOAT | 5,494 | $466 | 12/31/2023 | Princeton Global Asset Management LLC | 5,485 | $466 | 12/31/2023 | MOAT | 5,485 | $466 | 12/31/2023 | Asset Dedication LLC | 5,156 | $463 | 03/31/2024 | MOAT | 5,156 | $463 | 03/31/2024 | Bank of Montreal Can | 5,387 | $460 | 12/31/2023 | MOAT | 5,387 | $460 | 12/31/2023 | Flow Traders U.S. LLC | 5,409 | $459 | 12/31/2023 | MOAT | 5,409 | $459 | 12/31/2023 | Ciovacco Capital Management LLC | 5,341 | $453 | 12/31/2023 | MOAT | 5,341 | $453 | 12/31/2023 | First Horizon Advisors Inc. | 5,278 | $448 | 12/31/2023 | MOAT | 5,278 | $448 | 12/31/2023 | Fisher Asset Management LLC | 5,213 | $442 | 12/31/2023 | MOAT | 5,213 | $442 | 12/31/2023 | Insigneo Advisory Services LLC | 5,200 | $441 | 12/31/2023 | MOAT | 5,200 | $441 | 12/31/2023 | Legacy Capital Wealth Partners LLC | 5,186 | $440 | 12/31/2023 | MOAT | 5,186 | $440 | 12/31/2023 | Continuum Advisory LLC | 5,168 | $439 | 12/31/2023 | MOAT | 5,168 | $439 | 12/31/2023 | D. E. Shaw & Co. Inc. | 5,145 | $437 | 12/31/2023 | MOAT | 5,145 | $437 | 12/31/2023 | Spire Wealth Management | 4,850 | $436 | 03/31/2024 | MOAT | 4,850 | $436 | 03/31/2024 | Balboa Wealth Partners | 5,105 | $433 | 12/31/2023 | MOAT | 5,105 | $433 | 12/31/2023 | QSV Equity Investors LLC | 5,103 | $433 | 12/31/2023 | MOAT | 5,103 | $433 | 12/31/2023 | Coco Enterprises LLC | 5,035 | $427 | 12/31/2023 | MOAT | 5,035 | $427 | 12/31/2023 | Swmg LLC | 5,005 | $425 | 12/31/2023 | MOAT | 5,005 | $425 | 12/31/2023 | Wolff Financial Management LLC | 4,713 | $424 | 03/31/2024 | MOAT | 4,713 | $424 | 03/31/2024 | Crabel Capital Management LLC | 4,984 | $423 | 12/31/2023 | MOAT | 4,984 | $423 | 12/31/2023 | Sageworth Trust Co of South Dakota | 4,679 | $421 | 03/31/2024 | MOAT | 4,679 | $421 | 03/31/2024 | Welch & Forbes LLC | 4,781 | $406 | 12/31/2023 | MOAT | 4,781 | $406 | 12/31/2023 | Merriman Wealth Management LLC | 4,748 | $403 | 12/31/2023 | MOAT | 4,748 | $403 | 12/31/2023 | Epic Trust Investment Advisors LLC | 4,452 | $400 | 03/31/2024 | MOAT | 4,452 | $400 | 03/31/2024 | Paul Damon & Associates Inc. | 4,451 | $400 | 03/31/2024 | MOAT | 4,451 | $400 | 03/31/2024 | TRUE Private Wealth Advisors | 4,698 | $399 | 12/31/2023 | MOAT | 4,698 | $399 | 12/31/2023 | Dash Acquisitions Inc. | 4,717 | $397 | 03/31/2024 | MOAT | 4,717 | $397 | 03/31/2024 | Perennial Investment Advisors LLC | 4,630 | $393 | 12/31/2023 | MOAT | 4,630 | $393 | 12/31/2023 | Buckingham Strategic Partners | 4,534 | $385 | 12/31/2023 | MOAT | 4,534 | $385 | 12/31/2023 | Savant Capital LLC | 4,513 | $383 | 12/31/2023 | MOAT | 4,513 | $383 | 12/31/2023 | Stiles Financial Services Inc | 4,494 | $381 | 12/31/2023 | MOAT | 4,494 | $381 | 12/31/2023 | Kovack Advisors Inc. | 4,228 | $380 | 03/31/2024 | MOAT | 4,228 | $380 | 03/31/2024 | OLD Second National Bank of Aurora | 4,457 | $378 | 12/31/2023 | MOAT | 4,457 | $378 | 12/31/2023 | Blossom Wealth Management | 4,139 | $372 | 03/31/2024 | MOAT | 4,139 | $372 | 03/31/2024 | Commonwealth Financial Services LLC | 4,384 | $372 | 12/31/2023 | MOAT | 4,384 | $372 | 12/31/2023 | Weaver Consulting Group | 4,023 | $362 | 03/31/2024 | MOAT | 4,023 | $362 | 03/31/2024 | Bayesian Capital Management LP | 4,231 | $359 | 12/31/2023 | MOAT | 4,231 | $359 | 12/31/2023 | Atlas Brown Inc. | 3,963 | $356 | 03/31/2024 | MOAT | 3,963 | $356 | 03/31/2024 | Traction Financial Partners LLC | 4,146 | $352 | 12/31/2023 | MOAT | 4,146 | $352 | 12/31/2023 | Ausdal Financial Partners Inc. | 3,884 | $349 | 03/31/2024 | MOAT | 3,884 | $349 | 03/31/2024 | Sax Wealth Advisors LLC | 4,116 | $349 | 12/31/2023 | MOAT | 4,116 | $349 | 12/31/2023 | IPG Investment Advisors LLC | 4,080 | $346 | 12/31/2023 | MOAT | 4,080 | $346 | 12/31/2023 | United Community Bank | 4,070 | $345 | 12/31/2023 | MOAT | 4,070 | $345 | 12/31/2023 | CIBC World Markets Inc. | 4,040 | $343 | 12/31/2023 | MOAT | 4,040 | $343 | 12/31/2023 | Redwood Financial Network Corp | 4,037 | $343 | 12/31/2023 | MOAT | 4,037 | $343 | 12/31/2023 | Burns Matteson Capital Management LLC | 3,954 | $336 | 12/31/2023 | MOAT | 3,954 | $336 | 12/31/2023 | Snowden Capital Advisors LLC | 3,955 | $336 | 12/31/2023 | MOAT | 3,955 | $336 | 12/31/2023 | Gries Financial LLC | 3,903 | $331 | 12/31/2023 | MOAT | 3,903 | $331 | 12/31/2023 | Veriti Management LLC | 3,586 | $322 | 03/31/2024 | MOAT | 3,586 | $322 | 03/31/2024 | Pekin Hardy Strauss Inc. | 3,795 | $322 | 12/31/2023 | MOAT | 3,795 | $322 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 3,783 | $321 | 12/31/2023 | MOAT | 3,783 | $321 | 12/31/2023 | Waddell & Associates LLC | 3,706 | $315 | 12/31/2023 | MOAT | 3,706 | $315 | 12/31/2023 | Cedrus LLC | 3,483 | $313 | 03/31/2024 | MOAT | 3,483 | $313 | 03/31/2024 | Flynn Zito Capital Management LLC | 3,661 | $311 | 12/31/2023 | MOAT | 3,661 | $311 | 12/31/2023 | Westend Capital Management LLC | 3,438 | $309 | 03/31/2024 | MOAT | 3,438 | $309 | 03/31/2024 | Henrickson Nauta Wealth Advisors Inc. | 3,553 | $309 | 03/31/2024 | MOAT | 3,553 | $309 | 03/31/2024 | Foundations Investment Advisors LLC | 3,629 | $307 | 12/31/2023 | MOAT | 3,629 | $307 | 12/31/2023 | Vivaldi Capital Management LLC | 3,563 | $302 | 12/31/2023 | MOAT | 3,563 | $302 | 12/31/2023 | MONECO Advisors LLC | 3,502 | $297 | 12/31/2023 | MOAT | 3,502 | $297 | 12/31/2023 | TD Capital Management LLC | 3,463 | $294 | 12/31/2023 | MOAT | 3,463 | $294 | 12/31/2023 | Ameliora Wealth Management Ltd. | 3,250 | $292 | 03/31/2024 | MOAT | 3,250 | $292 | 03/31/2024 | TCG Advisory Services LLC | 3,430 | $291 | 12/31/2023 | MOAT | 3,430 | $291 | 12/31/2023 | Tritonpoint Wealth LLC | 3,378 | $287 | 12/31/2023 | MOAT | 3,378 | $287 | 12/31/2023 | Mirador Capital Partners LP | 3,138 | $282 | 03/31/2024 | MOAT | 3,138 | $282 | 03/31/2024 | Barnett & Company Inc. | 3,324 | $282 | 12/31/2023 | MOAT | 3,324 | $282 | 12/31/2023 | Assetmark Inc. | 3,314 | $281 | 12/31/2023 | MOAT | 3,314 | $281 | 12/31/2023 | One Capital Management LLC | 3,287 | $279 | 12/31/2023 | MOAT | 3,287 | $279 | 12/31/2023 | Essex Savings Bank | 3,268 | $277 | 03/31/2024 | MOAT | 3,268 | $277 | 03/31/2024 | Vertex Planning Partners LLC | 3,206 | $272 | 12/31/2023 | MOAT | 3,206 | $272 | 12/31/2023 | XML Financial LLC | 3,170 | $269 | 12/31/2023 | MOAT | 3,170 | $269 | 12/31/2023 | Strategies Wealth Advisors LLC | 2,946 | $265 | 03/31/2024 | MOAT | 2,946 | $265 | 03/31/2024 | Hancock Whitney Corp | 3,094 | $263 | 12/31/2023 | MOAT | 3,094 | $263 | 12/31/2023 | Financial Advisory Service Inc. | 3,100 | $263 | 12/31/2023 | MOAT | 3,100 | $263 | 12/31/2023 | Fairhaven Wealth Management LLC | 3,068 | $260 | 12/31/2023 | MOAT | 3,068 | $260 | 12/31/2023 | AQR Capital Management LLC | 3,042 | $258 | 12/31/2023 | MOAT | 3,042 | $258 | 12/31/2023 | Jane Street Group LLC | 2,994 | $254 | 12/31/2023 | MOAT | 2,994 | $254 | 12/31/2023 | Change Path LLC | 2,985 | $253 | 12/31/2023 | MOAT | 2,985 | $253 | 12/31/2023 | Burt Wealth Advisors | 2,765 | $249 | 03/31/2024 | MOAT | 2,765 | $249 | 03/31/2024 | Stratos Wealth Advisors LLC | 2,748 | $247 | 03/31/2024 | MOAT | 2,748 | $247 | 03/31/2024 | PFG Advisors | 2,905 | $247 | 12/31/2023 | MOAT | 2,905 | $247 | 12/31/2023 | Valmark Advisers Inc. | 2,902 | $246 | 12/31/2023 | MOAT | 2,902 | $246 | 12/31/2023 | Claudia M.P. Batlle CRP R LLC | 2,893 | $245 | 12/31/2023 | MOAT | 2,893 | $245 | 12/31/2023 | Park Avenue Securities LLC | 2,717 | $244 | 03/31/2024 | MOAT | 2,717 | $244 | 03/31/2024 | Tealwood Asset Management Inc. | 2,687 | $242 | 03/31/2024 | MOAT | 2,687 | $242 | 03/31/2024 | Crewe Advisors LLC | 2,855 | $242 | 12/31/2023 | MOAT | 2,855 | $242 | 12/31/2023 | Townsquare Capital LLC | 2,850 | $242 | 12/31/2023 | MOAT | 2,850 | $242 | 12/31/2023 | Miller Investment Management LP | 2,805 | $238 | 12/31/2023 | MOAT | 2,805 | $238 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 2,810 | $238 | 12/31/2023 | MOAT | 2,810 | $238 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 2,600 | $234 | 03/31/2024 | MOAT | 2,600 | $234 | 03/31/2024 | StrategIQ Financial Group LLC | 2,737 | $232 | 12/31/2023 | MOAT | 2,737 | $232 | 12/31/2023 | Prime Capital Investment Advisors LLC | 2,670 | $227 | 12/31/2023 | MOAT | 2,670 | $227 | 12/31/2023 | Advisors Capital Management LLC | 2,625 | $223 | 12/31/2023 | MOAT | 2,625 | $223 | 12/31/2023 | Parallel Advisors LLC | 2,633 | $223 | 12/31/2023 | MOAT | 2,633 | $223 | 12/31/2023 | Pallas Capital Advisors LLC | 2,471 | $222 | 03/31/2024 | MOAT | 2,471 | $222 | 03/31/2024 | Commerce Bank | 2,600 | $221 | 12/31/2023 | MOAT | 2,600 | $221 | 12/31/2023 | Advisory Services Network LLC | 2,585 | $219 | 12/31/2023 | MOAT | 2,585 | $219 | 12/31/2023 | Red Mountain Financial LLC | 2,562 | $217 | 12/31/2023 | MOAT | 2,562 | $217 | 12/31/2023 | CFO4Life Group LLC | 2,548 | $216 | 12/31/2023 | MOAT | 2,548 | $216 | 12/31/2023 | Maripau Wealth Management LLC | 2,526 | $214 | 12/31/2023 | MOAT | 2,526 | $214 | 12/31/2023 | SP Asset Management LLC | 2,525 | $214 | 12/31/2023 | MOAT | 2,525 | $214 | 12/31/2023 | Venture Visionary Partners LLC | 2,514 | $213 | 12/31/2023 | MOAT | 2,514 | $213 | 12/31/2023 | Portside Wealth Group LLC | 2,363 | $212 | 03/31/2024 | MOAT | 2,363 | $212 | 03/31/2024 | Regions Financial Corp | 2,349 | $211 | 03/31/2024 | MOAT | 2,349 | $211 | 03/31/2024 | Avaii Wealth Management LLC | 2,459 | $209 | 12/31/2023 | MOAT | 2,459 | $209 | 12/31/2023 | IFG Advisory LLC | 2,447 | $208 | 12/31/2023 | MOAT | 2,447 | $208 | 12/31/2023 | Calton & Associates Inc. | 2,274 | $204 | 03/31/2024 | MOAT | 2,274 | $204 | 03/31/2024 | Glassy Mountain Advisors Inc. | 2,407 | $204 | 12/31/2023 | MOAT | 2,407 | $204 | 12/31/2023 | Clarity Asset Management Inc. | 2,395 | $203 | 12/31/2023 | MOAT | 2,395 | $203 | 12/31/2023 | Thomasville National Bank | 2,234 | $201 | 03/31/2024 | MOAT | 2,234 | $201 | 03/31/2024 | Key Financial Inc | 2,242 | $190 | 12/31/2023 | MOAT | 2,242 | $190 | 12/31/2023 | Lowe Wealth Advisors LLC | 2,090 | $188 | 03/31/2024 | MOAT | 2,090 | $188 | 03/31/2024 | Family Asset Management LLC | 2,161 | $183 | 12/31/2023 | MOAT | 2,161 | $183 | 12/31/2023 | Capital Analysts LLC | 2,080 | $177 | 12/31/2023 | MOAT | 2,080 | $177 | 12/31/2023 | Richard W. Paul & Associates LLC | 1,654 | $140 | 12/31/2023 | MOAT | 1,654 | $140 | 12/31/2023 | Carolinas Wealth Consulting LLC | 1,574 | $134 | 12/31/2023 | MOAT | 1,574 | $134 | 12/31/2023 | Johnson Financial Group Inc. | 1,500 | $127 | 12/31/2023 | MOAT | 1,500 | $127 | 12/31/2023 | Plante Moran Financial Advisors LLC | 1,418 | $120 | 12/31/2023 | MOAT | 1,418 | $120 | 12/31/2023 | Huntington National Bank | 1,391 | $118 | 12/31/2023 | MOAT | 1,391 | $118 | 12/31/2023 | Brown Brothers Harriman & Co. | 1,337 | $113 | 12/31/2023 | MOAT | 1,337 | $113 | 12/31/2023 | Tradition Wealth Management LLC | 1,326 | $113 | 12/31/2023 | MOAT | 1,326 | $113 | 12/31/2023 | Lee Financial Co | 1,253 | $106 | 12/31/2023 | MOAT | 1,253 | $106 | 12/31/2023 | Retirement Group LLC | 1,229 | $104 | 12/31/2023 | MOAT | 1,229 | $104 | 12/31/2023 | Ronald Blue Trust Inc. | 1,166 | $99 | 12/31/2023 | MOAT | 1,166 | $99 | 12/31/2023 | IAG Wealth Partners LLC | 1,085 | $98 | 03/31/2024 | MOAT | 1,085 | $98 | 03/31/2024 | Impact Partnership Wealth LLC | 1,150 | $98 | 12/31/2023 | MOAT | 1,150 | $98 | 12/31/2023 | First PREMIER Bank | 1,065 | $96 | 03/31/2024 | MOAT | 1,065 | $96 | 03/31/2024 | Tower Research Capital LLC TRC | 981 | $83 | 12/31/2023 | MOAT | 981 | $83 | 12/31/2023 | West Tower Group LLC | 967 | $82 | 12/31/2023 | MOAT | 967 | $82 | 12/31/2023 | Financial Freedom LLC | 889 | $80 | 03/31/2024 | MOAT | 889 | $80 | 03/31/2024 | TCTC Holdings LLC | 905 | $77 | 12/31/2023 | MOAT | 905 | $77 | 12/31/2023 | Wetzel Investment Advisors Inc. | 856 | $72 | 03/31/2024 | MOAT | 856 | $72 | 03/31/2024 | EPG Wealth Management LLC | 845 | $72 | 12/31/2023 | MOAT | 845 | $72 | 12/31/2023 | Colonial Trust Co SC | 836 | $71 | 12/31/2023 | MOAT | 836 | $71 | 12/31/2023 | Farther Finance Advisors LLC | 829 | $70 | 12/31/2023 | MOAT | 829 | $70 | 12/31/2023 | Pinnacle Bank | 672 | $60 | 03/31/2024 | MOAT | 672 | $60 | 03/31/2024 | Pineridge Advisors LLC | 710 | $60 | 12/31/2023 | MOAT | 710 | $60 | 12/31/2023 | SYM FINANCIAL Corp | 700 | $59 | 12/31/2023 | MOAT | 700 | $59 | 12/31/2023 | Jones Financial Companies Lllp | 655 | $56 | 12/31/2023 | MOAT | 655 | $56 | 12/31/2023 | Migdal Insurance & Financial Holdings Ltd. | 660 | $56 | 12/31/2023 | MOAT | 660 | $56 | 12/31/2023 | Glassman Wealth Services | 634 | $54 | 12/31/2023 | MOAT | 634 | $54 | 12/31/2023 | Barclays PLC | 606 | $51 | 12/31/2023 | MOAT | 606 | $51 | 12/31/2023 | Sage Mountain Advisors LLC | 559 | $50 | 03/31/2024 | MOAT | 559 | $50 | 03/31/2024 | Signaturefd LLC | 588 | $50 | 12/31/2023 | MOAT | 588 | $50 | 12/31/2023 | First Manhattan Co. | 578 | $49 | 12/31/2023 | MOAT | 578 | $49 | 12/31/2023 | Scarborough Advisors LLC | 577 | $49 | 12/31/2023 | MOAT | 577 | $49 | 12/31/2023 | Fifth Third Bancorp | 500 | $45 | 03/31/2024 | MOAT | 500 | $45 | 03/31/2024 | Sound Income Strategies LLC | 464 | $42 | 03/31/2024 | MOAT | 464 | $42 | 03/31/2024 | Dividend Assets Capital LLC | 489 | $42 | 12/31/2023 | MOAT | 489 | $42 | 12/31/2023 | Global Trust Asset Management LLC | 450 | $40 | 03/31/2024 | MOAT | 450 | $40 | 03/31/2024 | Cape Investment Advisory Inc. | 469 | $40 | 12/31/2023 | MOAT | 469 | $40 | 12/31/2023 | Y.D. More Investments Ltd | 450 | $38 | 12/31/2023 | MOAT | 450 | $38 | 12/31/2023 | Cornerstone Planning Group LLC | 416 | $35 | 12/31/2023 | MOAT | 416 | $35 | 12/31/2023 | Addison Advisors LLC | 405 | $34 | 12/31/2023 | MOAT | 405 | $34 | 12/31/2023 | Natixis | 383 | $32 | 12/31/2023 | MOAT | 383 | $32 | 12/31/2023 | O Shaughnessy Asset Management LLC | 365 | $31 | 12/31/2023 | MOAT | 365 | $31 | 12/31/2023 | Sandy Spring Bank | 360 | $31 | 12/31/2023 | MOAT | 360 | $31 | 12/31/2023 | Pflug Koory LLC | 309 | $28 | 03/31/2024 | MOAT | 309 | $28 | 03/31/2024 | Tucker Asset Management LLC | 309 | $26 | 12/31/2023 | MOAT | 309 | $26 | 12/31/2023 | Proequities Inc. | 280 | $24 | 12/31/2023 | MOAT | 280 | $24 | 12/31/2023 | Basso Capital Management L.P. | 270 | $23 | 12/31/2023 | MOAT | 270 | $23 | 12/31/2023 | Providence Capital Advisors LLC | 276 | $23 | 12/31/2023 | MOAT | 276 | $23 | 12/31/2023 | Coppell Advisory Solutions LLC | 268 | $23 | 12/31/2023 | MOAT | 268 | $23 | 12/31/2023 | Hartford Financial Management Inc. | 236 | $21 | 03/31/2024 | MOAT | 236 | $21 | 03/31/2024 | Tsfg LLC | 221 | $20 | 03/31/2024 | MOAT | 221 | $20 | 03/31/2024 | Cherry Tree Wealth Management LLC | 209 | $18 | 12/31/2023 | MOAT | 209 | $18 | 12/31/2023 | BOKF NA | 204 | $17 | 12/31/2023 | MOAT | 204 | $17 | 12/31/2023 | Pinnacle Financial Partners Inc. | 206 | $17 | 12/31/2023 | MOAT | 206 | $17 | 12/31/2023 | Hollencrest Capital Management | 200 | $17 | 12/31/2023 | MOAT | 200 | $17 | 12/31/2023 | SRS Capital Advisors Inc. | 200 | $17 | 12/31/2023 | MOAT | 200 | $17 | 12/31/2023 | VisionPoint Advisory Group LLC | 184 | $16 | 12/31/2023 | MOAT | 184 | $16 | 12/31/2023 | Livelsberger Financial Advisory | 179 | $15 | 12/31/2023 | MOAT | 179 | $15 | 12/31/2023 | TD Waterhouse Canada Inc. | 142 | $12 | 12/31/2023 | MOAT | 142 | $12 | 12/31/2023 | WASHINGTON TRUST Co | 113 | $10 | 03/31/2024 | MOAT | 113 | $10 | 03/31/2024 | Van ECK Associates Corp | 112 | $10 | 12/31/2023 | MOAT | 112 | $10 | 12/31/2023 | Kessler Investment Group LLC | 100 | $9 | 03/31/2024 | MOAT | 100 | $9 | 03/31/2024 | Venturi Wealth Management LLC | 95 | $9 | 03/31/2024 | MOAT | 95 | $9 | 03/31/2024 | ZRC Wealth Management LLC | 85 | $8 | 03/31/2024 | MOAT | 85 | $8 | 03/31/2024 | Woodmont Investment Counsel LLC | 81 | $7 | 03/31/2024 | MOAT | 81 | $7 | 03/31/2024 | Colonial Trust Advisors | 80 | $7 | 12/31/2023 | MOAT | 80 | $7 | 12/31/2023 | Archer Investment Corp | 83 | $7 | 12/31/2023 | MOAT | 83 | $7 | 12/31/2023 | Provence Wealth Management Group | 85 | $7 | 12/31/2023 | MOAT | 85 | $7 | 12/31/2023 | Indiana Trust & Investment Management CO | 72 | $6 | 03/31/2024 | MOAT | 72 | $6 | 03/31/2024 | Creekmur Asset Management LLC | 76 | $6 | 12/31/2023 | MOAT | 76 | $6 | 12/31/2023 | Carmichael Hill & Associates Inc. | 43 | $4 | 03/31/2024 | MOAT | 43 | $4 | 03/31/2024 | Baystate Wealth Management LLC | 52 | $4 | 12/31/2023 | MOAT | 52 | $4 | 12/31/2023 | Simplex Trading LLC | 37 | $3 | 12/31/2023 | MOAT | 37 | $3 | 12/31/2023 | EverSource Wealth Advisors LLC | 36 | $3 | 12/31/2023 | MOAT | 36 | $3 | 12/31/2023 | New Millennium Group LLC | 34 | $3 | 12/31/2023 | MOAT | 34 | $3 | 12/31/2023 | ORG Partners LLC | 36 | $3 | 12/31/2023 | MOAT | 36 | $3 | 12/31/2023 | Hobbs Group Advisors LLC | 31 | $3 | 12/31/2023 | MOAT | 31 | $3 | 12/31/2023 | Bell Investment Advisors Inc | 29 | $2 | 12/31/2023 | MOAT | 29 | $2 | 12/31/2023 | Toth Financial Advisory Corp | 15 | $1 | 03/31/2024 | MOAT | 15 | $1 | 03/31/2024 | Life Planning Partners Inc | 10 | $1 | 12/31/2023 | MOAT | 10 | $1 | 12/31/2023 | MCF Advisors LLC | 4 | $0 | 03/31/2024 | MOAT | 4 | $0 | 03/31/2024 | Coston McIsaac & Partners | 2 | $0 | 03/31/2024 | MOAT | 2 | $0 | 03/31/2024 | Creative Financial Designs Inc. ADV | 0 | $0 | 12/31/2023 | MOAT | 0 | $0 | 12/31/2023 | Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 12/31/2023 | MOAT | 1 | $0 | 12/31/2023 | Raleigh Capital Management Inc. | 1 | $0 | 12/31/2023 | MOAT | 1 | $0 | 12/31/2023 | Mendota Financial Group LLC | 5 | $0 | 12/31/2023 | MOAT | 5 | $0 | 12/31/2023 |
See Summary: Institutional Holders of MOAT
See Details: Top 10 Hedge Funds Holding MOAT
Also See: MOAT Holdings Changes
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