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MDB Capital Holdings
MDBH
MDBH
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAAM
1
Baker Avenue Asset Management
San Francisco,
California
| $769K | – | – | – |
|
|
PPW
2
Pasadena Private Wealth
Pasadena,
California
| $769K | +$275K | +25,000 | +50% |
|
|
BPA
3
Beacon Pointe Advisors
Newport Beach,
California
| $256K | +$275K | +25,000 | New |
|
4
UBS Group
Zurich,
Switzerland
| $198K | -$32.4K | -2,942 | -13% |
|
|
TFA
5
Toth Financial Advisory
Leesburg,
Virginia
| $4.1K | – | – | – |
|
6
Morgan Stanley
New York
| – | -$43.1K | -3,736 | Closed |
|