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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
376
Quadrant Capital Group
Ohio
$2.13K
WIM
377
Westside Investment Management
California
$1.99K
JWA
378
JFS Wealth Advisors
Pennsylvania
$1.86K +$467 +7 +35%
BGAI
379
Bruce G. Allen Investments
Colorado
$1.24K +$1K +15 +500%
FMP
380
Financial Management Professionals
Texas
$962
CFO
381
CVA Family Office
Colorado
$894 -$1.74K -26 -67%
AW
382
Ankerstar Wealth
Texas
$894 +$868 +13 New
KFAS
383
Keating Financial Advisory Services
Kansas
$825 +$801 +12 New
SS
384
Sunbelt Securities
Texas
$756 +$734 +11 New
HFS
385
Hughes Financial Services
Virginia
$687
RF
386
Rossby Financial
Florida
$687 +$133 +2 +25%
TM
387
Torren Management
California
$655 +$667 +10 New
FFO
388
Fortitude Family Office
Arizona
$481 -$267 -4 -36%
STB
389
S&T Bank
Pennsylvania
$412
FHA
390
Flagship Harbor Advisors
Massachusetts
$347 +$334 +5 New
Q1WB
391
Quest 10 Wealth Builders
Virginia
$344
HIA
392
HFM Investment Advisors
New Jersey
$275 +$133 +2 +100%
RWM
393
Rialto Wealth Management
New York
$275 +$133 +2 +100%
GWM
394
Gilpin Wealth Management
Colorado
$275 +$267 +4 New
AWM
395
Abound Wealth Management
Tennessee
$207
SIC
396
SJS Investment Consulting
Ohio
$207
HI
397
Harbour Investments
Wisconsin
$206 +$200 +3 New
DF
398
Dunhill Financial
United Kingdom
$110 +$133 +2 New
BHWM
399
Bay Harbor Wealth Management
Maryland
$68
ACL
400
Azora Capital LP
Florida
-$15.9M -223,470 Closed