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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
American Portfolios Advisors
New York
$13.8K +$1.17K +29 +11%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$13K
LWA
203
Lenox Wealth Advisors
New York
$13K +$11.2K +278 New
CA
204
Clearstead Advisors
Ohio
$10K +$2.01K +50 +30%
HIA
205
Harbor Investment Advisory
Maryland
$9K
LC
206
Lindbrook Capital
California
$8K
CFN
207
Cordasco Financial Network
Florida
$6K
RPWA
208
Regent Peak Wealth Advisors
Georgia
$6K +$4.75K +118 New
ADIM
209
Alpha DNA Investment Management
Maryland
$6K +$5.19K +129 New
HR
210
Howe & Rusling
New York
$5K -$1.57K -39 -25%
NFG
211
Next Financial Group
Texas
$5K
RIA
212
RPG Investment Advisory
California
$5K
VCM
213
Versant Capital Management
Arizona
$5K
WEC
214
Winslow Evans & Crocker
Massachusetts
$5K
CFD
215
Creative Financial Designs
Indiana
$4K
PA
216
Parallel Advisors
California
$4K
AWM
217
Accel Wealth Management
Iowa
$3K +$2.21K +55 New
WT
218
Washington Trust
Rhode Island
$2K -$322 -8 -17%
NL
219
NVWM LLC
Pennsylvania
$2K
SIS
220
Sound Income Strategies
Florida
$2K
SSWG
221
Seven Springs Wealth Group
Tennessee
$2K +$1.57K +39 New
AssetMark Inc
222
AssetMark Inc
California
$1K -$402 -10 -43%
PMFA
223
Plante Moran Financial Advisors
Michigan
$1K
BCA
224
Berman Capital Advisors
Georgia
$1K +$40 +1 +5%
WIM
225
Westside Investment Management
California
$44