We are live on ! Find out more
MC icon

Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
326
Bare Financial Services
Pennsylvania
$15.2K +$6.56K +100 +75%
CMA
327
Cedar Mountain Advisors
Oregon
$14.4K
PAP
328
Persistent Asset Partners
Hong Kong
$13.8K +$13.8K +211 New
CAL
329
Capital Advisors Ltd
Ohio
$13K
OCWP
330
Owl Creek Wealth Partners
Colorado
$10.8K
MCA
331
McGuire Capital Advisors
Oklahoma
$10.7K
WA
332
WPG Advisers
Maryland
$10K +$131 +2 +1%
HNB
333
Hilltop National Bank
Wyoming
$9.81K
PWMG
334
Private Wealth Management Group
New Jersey
$9.62K
CT
335
Colonial Trust
South Carolina
$8.4K +$197 +3 +2%
BCWM
336
Bartlett & Co Wealth Management
Ohio
$8.18K
SIC
337
SJS Investment Consulting
Ohio
$7.52K +$6.43K +98 +576%
SGFG
338
Silver Grove Financial Group
New York
$7.2K +$7.21K +110 New
IAIM
339
International Assets Investment Management
Florida
$7.17K +$6.1K +93 +620%
STB
340
S&T Bank
Pennsylvania
$7K -$1.44K -22 -17%
AA
341
Ancora Advisors
Ohio
$6.93K
MAM
342
Marquette Asset Management
Minnesota
$6.67K
AssetMark Inc
343
AssetMark Inc
California
$6.54K -$1.51K -23 -19%
ZBNA
344
Zions Bancorporation, National Association
Utah
$6.35K +$66 +1 +1%
KFAS
345
Keating Financial Advisory Services
Kansas
$5.17K +$2.82K +43 +119%
NWS
346
Nvest Wealth Strategies
Ohio
$4.91K
Mitsubishi UFJ Asset Management
347
Mitsubishi UFJ Asset Management
Japan
$4.71K
BIA
348
Bell Investment Advisors
California
$4.51K
HNW
349
High Note Wealth
Minnesota
$4.25K
TWD
350
True Wealth Design
Ohio
$4.12K