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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
NB
326
NBT Bank
New York
$4.29K
HI
327
Human Investing
Oregon
$3.99K +$3.91K +54 New
VCM
328
Versant Capital Management
Arizona
$3.77K
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$3.33K
SIS
330
Sound Income Strategies
Florida
$3.25K
TC
331
Truvestments Capital
Florida
$3.03K +$2.97K +41 New
PSFG
332
Park Square Financial Group
Georgia
$2.96K +$2.89K +40 New
HNB
333
Huntington National Bank
Ohio
$2.88K
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$2.88K
AF
335
Allworth Financial
California
$2.43K
JWA
336
JFS Wealth Advisors
Pennsylvania
$2.14K
WIM
337
Westside Investment Management
California
$2.14K
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$1.85K
CFO
339
CVA Family Office
Colorado
$1.33K
PFBT
340
Parkside Financial Bank & Trust
Missouri
$1.03K
SIC
341
SJS Investment Consulting
Ohio
$518
WCM
342
WealthTrak Capital Management
Virginia
$370 +$362 +5 New
Q1WB
343
Quest 10 Wealth Builders
Virginia
$369 +$362 +5 New
LFG
344
Larson Financial Group
Missouri
$296
AWM
345
Abound Wealth Management
Tennessee
$222 -$362 -5 -63%
TWD
346
True Wealth Design
Ohio
$222 +$217 +3 New
AssetMark Inc
347
AssetMark Inc
California
$148 +$145 +2 New
BIG
348
Brooklyn Investment Group
New York
$74 +$72 +1 New
CAWM
349
Capital A Wealth Management
Pennsylvania
$74 +$72 +1 New
PWM
350
Parkworth Wealth Management
California
$74 +$72 +1 New