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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Wolff Wiese Magana
California
$48K
Bessemer Group
227
Bessemer Group
New Jersey
$37K +$36.6K +683 New
ADIM
228
Alpha DNA Investment Management
Maryland
$24K +$16.7K +311 +241%
APA
229
American Portfolios Advisors
New York
$23.6K +$7.18K +134 +45%
RFA
230
Reilly Financial Advisors
California
$18K
Jones Financial Companies
231
Jones Financial Companies
Missouri
$17K +$16.6K +309 New
LWM
232
Liberty Wealth Management
California
$14K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$13K
BCA
234
Berman Capital Advisors
Georgia
$12K +$10.7K +199 +865%
HIA
235
Harbor Investment Advisory
Maryland
$11K
BMD
236
Better Money Decisions
New Mexico
$11K +$11.1K +207 New
LC
237
Lindbrook Capital
California
$10K
EWA
238
Evolution Wealth Advisors
Florida
$10K +$9.38K +175 New
IA
239
IFP Advisors
Florida
$8K -$101K -1,878 -93%
CFN
240
Cordasco Financial Network
Florida
$7K
VCM
241
Versant Capital Management
Arizona
$7K
NFG
242
Next Financial Group
Texas
$7K +$1.02K +19 +18%
HR
243
Howe & Rusling
New York
$5K -$1.23K -23 -20%
CFD
244
Creative Financial Designs
Indiana
$5K
PA
245
Parallel Advisors
California
$5K
PCG
246
Private Capital Group
Connecticut
$4K -$50.1K -934 -93%
RIA
247
RPG Investment Advisory
California
$4K -$1.88K -35 -30%
AWM
248
Accel Wealth Management
Iowa
$3K +$54 +1 +2%
SIS
249
Sound Income Strategies
Florida
$2.42K -$214 -4 -8%
WT
250
Washington Trust
Rhode Island
$2K -$268 -5 -13%