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Moelis & Co
MC

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
351
High Note Wealth
Minnesota
$4.25K – – –
TWD
352
True Wealth Design
Ohio
$4.12K – – –
NB
353
NBT Bank
New York
$4.04K +$66 +1 +2%
IFWM
354
Institute for Wealth Management
Colorado
$3.93K +$3.93K +60 New
HI
355
Horizon Investments
North Carolina
$3.82K +$3.87K +59 New
CFO
356
CVA Family Office
Colorado
$3.14K +$2.69K +41 +586%
JWM
357
JPL Wealth Management
Colorado
$3.08K – – –
JWA
358
JFS Wealth Advisors
Pennsylvania
$3.01K +$918 +14 +44%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$2.81K – – –
APFP
360
Action Point Financial Planning
Michigan
$2.68K +$2.75K +42 New
USB
361
Union Savings Bank
Connecticut
$2.55K – – –
NEWAS
362
N.E.W. Advisory Services
Wisconsin
$2.55K +$2.56K +39 New
FFO
363
Fortitude Family Office
Arizona
$2.35K +$787 +12 +50%
WIM
364
Westside Investment Management
California
$1.9K – – –
RF
365
Rossby Financial
Florida
$1.77K – – –
AAS
366
Ameritas Advisory Services
Nebraska
$1.77K +$1.77K +27 New
PMFA
367
Plante Moran Financial Advisors
Michigan
$1.7K +$1.71K +26 New
NWMP
368
Noble Wealth Management PBC
Colorado
$1.57K +$1.57K +24 New
CA
369
Clearstead Advisors
Ohio
$982 +$984 +15 New
FMP
370
Financial Management Professionals
Texas
$916 – – –
AW
371
Ankerstar Wealth
Texas
$850 – – –
NSIM
372
North Star Investment Management
Illinois
$785 – – –
CIAM
373
Caitong International Asset Management
Hong Kong
$785 +$459 +7 +140%
CCMI
374
Creative Capital Management Investments
California
$720 +$721 +11 New
HFS
375
Hughes Financial Services
Virginia
$654 – – –
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