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Moelis & Co
MC

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
351
NBT Bank
New York
$4.04K +$66 +1 +2%
IFWM
352
Institute for Wealth Management
Colorado
$3.93K +$3.93K +60 New
HI
353
Horizon Investments
North Carolina
$3.82K +$3.87K +59 New
CFO
354
CVA Family Office
Colorado
$3.14K +$2.69K +41 +586%
JWM
355
JPL Wealth Management
Colorado
$3.08K – – –
JWA
356
JFS Wealth Advisors
Pennsylvania
$3.01K +$918 +14 +44%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$2.81K – – –
APFP
358
Action Point Financial Planning
Michigan
$2.68K +$2.75K +42 New
USB
359
Union Savings Bank
Connecticut
$2.55K – – –
NEWAS
360
N.E.W. Advisory Services
Wisconsin
$2.55K +$2.56K +39 New
FFO
361
Fortitude Family Office
Arizona
$2.35K +$787 +12 +50%
WIM
362
Westside Investment Management
California
$1.9K – – –
RF
363
Rossby Financial
Florida
$1.77K – – –
AAS
364
Ameritas Advisory Services
Nebraska
$1.77K +$1.77K +27 New
PMFA
365
Plante Moran Financial Advisors
Michigan
$1.7K +$1.71K +26 New
NWMP
366
Noble Wealth Management PBC
Colorado
$1.57K +$1.57K +24 New
CA
367
Clearstead Advisors
Ohio
$982 +$984 +15 New
FMP
368
Financial Management Professionals
Texas
$916 – – –
AW
369
Ankerstar Wealth
Texas
$850 – – –
NSIM
370
North Star Investment Management
Illinois
$785 – – –
CIAM
371
Caitong International Asset Management
Hong Kong
$785 +$459 +7 +140%
CCMI
372
Creative Capital Management Investments
California
$720 +$721 +11 New
HFS
373
Hughes Financial Services
Virginia
$654 – – –
TM
374
Torren Management
California
$623 – – –
PWMG
375
Prestige Wealth Management Group
New Jersey
$589 +$393 +6 +200%
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