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Moelis & Co
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
451
Bravera Wealth
Bismarck,
North Dakota
| – | -$4.33K | -63 | Closed |
|
|
DWM
452
Dogwood Wealth Management
Lenexa,
Kansas
| – | -$3.71K | -54 | Closed |
|
|
OC
453
Optima Capital
Beaverton,
Oregon
| – | -$3.3K | -48 | Closed |
|
|
PWA
454
Physician Wealth Advisors
Midvale,
Utah
| – | -$2.96K | -43 | Closed |
|
455
SouthState Corp
Winter Haven,
Florida
| – | -$2.82K | -41 | Closed |
|
|
FHA
456
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$347 | -5 | Closed |
|
457
Harbour Investments
Madison,
Wisconsin
| – | -$206 | -3 | Closed |
|
|
DF
458
Dunhill Financial
London,
United Kingdom
| – | -$110 | -2 | Closed |
|
|
AW
459
Avion Wealth
The Woodlands,
Texas
| – | +$520 | +8 | New |
|