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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$331K +$6.83K +102 +2%
KFP
227
KB Financial Partners
New Jersey
$329K +$63.4K +947 +22%
State of Tennessee, Department of Treasury
228
State of Tennessee, Department of Treasury
Tennessee
$326K +$94.9K +1,417 +37%
State of Wisconsin Investment Board
229
State of Wisconsin Investment Board
Wisconsin
$325K -$53.6K -800 -13%
SWA
230
SFMG Wealth Advisors
Texas
$320K
GWM
231
Geneos Wealth Management
Colorado
$315K
CAM
232
Campion Asset Management
Virginia
$309K +$34.5K +515 +12%
AIP
233
Ameritas Investment Partners
Nebraska
$300K
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$290K +$311K +4,639 New
DADC
235
D.A. Davidson & Co
Montana
$288K
ORC
236
O'Rourke & Company
Massachusetts
$285K +$306K +4,563 New
UCFA
237
United Capital Financial Advisors
Texas
$281K +$402 +6 +0.1%
KWM
238
Kolinsky Wealth Management
New Jersey
$281K +$301K +4,493 New
WSTAM
239
Wilbanks Smith & Thomas Asset Management
Virginia
$276K
BAM
240
Belpointe Asset Management
Nevada
$271K +$2.41K +36 +0.8%
CIAS
241
Capital Investment Advisory Services
North Carolina
$271K +$290K +4,335 New
SOW
242
State of Wyoming
Wyoming
$254K +$272K +4,065 New
Victory Capital Management
243
Victory Capital Management
Texas
$245K -$8.31K -124 -3%
GCM
244
Graham Capital Management
Connecticut
$240K +$258K +3,848 New
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$239K +$256K +3,825 New
MF
246
Magnetar Financial
Illinois
$237K +$254K +3,787 New
M&T Bank
247
M&T Bank
New York
$229K +$20.2K +301 +9%
PAMS
248
Pictet Asset Management (Switzerland)
Switzerland
$228K -$50.8K -758 -17%
HCM
249
Hilton Capital Management
New York
$228K +$11.2K +167 +5%
SPIA
250
Steward Partners Investment Advisory
New York
$223K +$12.1K +180 +5%