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Moelis & Co
MC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
376
Westside Investment Management
California
$1.65K – – –
RF
377
Rossby Financial
Florida
$1.53K +$1.1K +17 +170%
FFO
378
Fortitude Family Office
Arizona
$1.37K +$1.1K +17 +243%
SS
379
Sunbelt Securities
Texas
$969 +$390 +6 +55%
SIC
380
SJS Investment Consulting
Ohio
$969 +$910 +14 +467%
IAIM
381
International Assets Investment Management
Florida
$850 -$1.5K -23 -61%
FMP
382
Financial Management Professionals
Texas
$798 – – –
AW
383
Ankerstar Wealth
Texas
$741 – – –
BGAI
384
Bruce G. Allen Investments
Colorado
$684 -$390 -6 -33%
NSIM
385
North Star Investment Management
Illinois
$684 +$780 +12 New
HFS
386
Hughes Financial Services
Virginia
$570 – – –
TM
387
Torren Management
California
$543 – – –
RWM
388
Rialto Wealth Management
New York
$513 +$325 +5 +125%
NA
389
NewEdge Advisors
Louisiana
$399 -$27.4K -422 -98%
CFO
390
CVA Family Office
Colorado
$399 -$390 -6 -46%
ACA
391
American Capital Advisory
Idaho
$399 +$455 +7 New
VWM
392
Vermillion Wealth Management
Minnesota
$342 +$390 +6 New
Q1WB
393
Quest 10 Wealth Builders
Virginia
$285 – – –
CIAM
394
Caitong International Asset Management
Hong Kong
$285 +$325 +5 New
GWM
395
Gilpin Wealth Management
Colorado
$171 -$65 -1 -25%
AWM
396
Abound Wealth Management
Tennessee
$171 – – –
PWMG
397
Prestige Wealth Management Group
New Jersey
$171 +$195 +3 New
HIA
398
HFM Investment Advisors
New Jersey
$114 -$130 -2 -50%
BHWM
399
Bay Harbor Wealth Management
Maryland
$114 +$65 +1 +100%
GIA
400
GHP Investment Advisors
Colorado
$114 +$130 +2 New
14 15
16
17 18