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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
351
Stone House Investment Management
Pennsylvania
$9.77K +$714 +10 +8%
PS
352
Principal Securities
Iowa
$9.34K +$1.14K +16 +14%
RIL
353
Rothschild Investment LLC
Illinois
$8.56K -$1.78K -25 -17%
SIC
354
Salem Investment Counselors
North Carolina
$7.49K
DB
355
Danske Bank
Denmark
$7.13K
HNB
356
Hilltop National Bank
Wyoming
$7.13K
HCA
357
Harbor Capital Advisors
Illinois
$7K -$214 -3 -3%
CA
358
Clearstead Advisors
Ohio
$6.35K
SWM
359
Spire Wealth Management
Virginia
$5.99K +$143 +2 +2%
RFP
360
Root Financial Partners
California
$5.56K +$5.57K +78 New
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$5.13K
BIA
362
Bell Investment Advisors
California
$4.92K
HNW
363
High Note Wealth
Minnesota
$4.85K +$214 +3 +5%
NB
364
NBT Bank
New York
$4.27K +$857 +12 +20%
Group One Trading
365
Group One Trading
Illinois
$4.07K +$4.07K +57 New
KFI
366
Key Financial Inc
Pennsylvania
$4.05K
DWM
367
Dogwood Wealth Management
Kansas
$3.85K +$3.85K +54 New
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$3.21K
PWA
369
Physician Wealth Advisors
Utah
$3.07K
SIS
370
Sound Income Strategies
Florida
$2.89K
CFO
371
CVA Family Office
Colorado
$2.78K +$1.86K +26 +200%
PAM
372
Palisade Asset Management
Minnesota
$2.57K +$2.57K +36 New
QCG
373
Quadrant Capital Group
Ohio
$2.21K +$2.21K +31 New
WIM
374
Westside Investment Management
California
$2.07K
AssetMark Inc
375
AssetMark Inc
California
$2K -$214 -3 -10%