We are live on ! Find out more
MC icon

Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
NB
351
NBT Bank
New York
$3.43K +$71 +1 +2%
PFBT
352
Parkside Financial Bank & Trust
Missouri
$3.15K +$2.82K +40 +286%
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$2.63K
SIS
354
Sound Income Strategies
Florida
$2.57K
CA
355
Continuum Advisory
Idaho
$2.51K +$3.03K +43 New
BFS
356
Bare Financial Services
Pennsylvania
$2.39K +$2.89K +41 New
PSFG
357
Park Square Financial Group
Georgia
$2.33K
SW
358
SVB Wealth
Massachusetts
$2.33K +$2.82K +40 New
JWA
359
JFS Wealth Advisors
Pennsylvania
$1.69K
WIM
360
Westside Investment Management
California
$1.69K
CA
361
Crewe Advisors
Utah
$1.52K +$1.83K +26 New
SFGP
362
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.49K +$1.83K +26 New
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$1.46K
SC
364
Stephens Consulting
Michigan
$1.46K +$1.76K +25 New
PWA
365
Physician Wealth Advisors
Utah
$934 +$1.13K +16 New
WCM
366
WealthTrak Capital Management
Virginia
$876 +$705 +10 +200%
FMP
367
Financial Management Professionals
Texas
$817 +$987 +14 New
Amundi
368
Amundi
France
$635 +$846 +12 New
CFO
369
CVA Family Office
Colorado
$584 -$564 -8 -44%
National Bank of Canada
370
National Bank of Canada
Quebec, Canada
$418 +$494 +7 New
SIC
371
SJS Investment Consulting
Ohio
$409
CIAM
372
Caitong International Asset Management
Hong Kong
$350 +$423 +6 New
Q1WB
373
Quest 10 Wealth Builders
Virginia
$292
SC
374
SouthState Corp
Florida
$292 +$353 +5 New
LFG
375
Larson Financial Group
Missouri
$233