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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
351
Private Wealth Management Group
New Jersey
$10.1K
RFP
352
Root Financial Partners
California
$7.97K +$2.54K +38 +49%
AA
353
Ancora Advisors
Ohio
$7.29K +$7.08K +106 New
DB
354
Danske Bank
Denmark
$6.87K
HNB
355
Hilltop National Bank
Wyoming
$6.87K
CA
356
Clearstead Advisors
Ohio
$6.12K
HCA
357
Harbor Capital Advisors
Illinois
$6K -$133 -2 -2%
SAG
358
SageView Advisory Group
California
$5.84K +$5.67K +85 New
SHIM
359
Stone House Investment Management
Pennsylvania
$5.53K -$3.74K -56 -41%
NWS
360
Nvest Wealth Strategies
Ohio
$5.16K +$5.01K +75 New
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$5.13K
HNW
362
High Note Wealth
Minnesota
$4.47K -$200 -3 -4%
BW
363
Bravera Wealth
North Dakota
$4.33K +$4.21K +63 New
NB
364
NBT Bank
New York
$4.16K -$133 -2 -3%
DWM
365
Dogwood Wealth Management
Kansas
$3.71K
PPC
366
Park Place Capital
Alabama
$3.44K +$3.34K +50 New
OC
367
Optima Capital
Oregon
$3.3K +$3.2K +48 New
AssetMark Inc
368
AssetMark Inc
California
$3.16K +$1.2K +18 +64%
ZBNA
369
Zions Bancorporation, National Association
Utah
$3.16K +$3.07K +46 New
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$3.09K
PWA
371
Physician Wealth Advisors
Utah
$2.96K
SC
372
SouthState Corp
Florida
$2.82K +$2.74K +41 New
USB
373
Union Savings Bank
Connecticut
$2.68K +$2.6K +39 New
IAIM
374
International Assets Investment Management
Florida
$2.61K +$2.54K +38 New
Group One Trading
375
Group One Trading
Illinois
$2.34K -$1.53K -23 -40%