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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
351
Park Square Financial Group
Georgia
$2.49K
AssetMark Inc
352
AssetMark Inc
California
$1.93K +$1.74K +31 New
MCM
353
MAI Capital Management
Ohio
$1.93K +$1.74K +31 New
WIM
354
Westside Investment Management
California
$1.81K
QL
355
Quarry LP
New York
$1.68K -$10K -179 -87%
NC
356
NewSquare Capital
Pennsylvania
$1.5K +$1.35K +24 New
JWA
357
JFS Wealth Advisors
Pennsylvania
$1.31K -$449 -8 -28%
CT
358
Clearstead Trust
Maine
$1.12K +$1.01K +18 New
HFM
359
Harvest Fund Management
China
$1K -$38.1K -678 -97%
FMP
360
Financial Management Professionals
Texas
$872
CFO
361
CVA Family Office
Colorado
$810 +$168 +3 +30%
HFS
362
Hughes Financial Services
Virginia
$701 +$561 +10 New
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$561 +$505 +9 New
SC
364
Stephens Consulting
Michigan
$437 -$1.01K -18 -72%
RCM
365
Raleigh Capital Management
North Carolina
$350 +$337 +6 New
WCM
366
WealthTrak Capital Management
Virginia
$312 -$561 -10 -67%
Q1WB
367
Quest 10 Wealth Builders
Virginia
$312
STB
368
S&T Bank
Pennsylvania
$312 +$281 +5 New
SIC
369
SJS Investment Consulting
Ohio
$187 -$224 -4 -57%
AWM
370
Abound Wealth Management
Tennessee
$187
BGAI
371
Bruce G. Allen Investments
Colorado
$187 +$168 +3 New
FFO
372
Fortitude Family Office
Arizona
$187 +$168 +3 New
RWM
373
Rialto Wealth Management
New York
$63 +$56 +1 New
HIA
374
HFM Investment Advisors
New Jersey
$62 +$56 +1 New
OP
375
ORG Partners
Indiana
$56