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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
226
Timber Creek Capital Management
Massachusetts
$4K – – –
BIA
227
Bell Investment Advisors
California
$4K +$586 +14 +12%
CFGS
228
Concourse Financial Group Securities
Alabama
$4K +$1.34K +32 +32%
BWM
229
BerganKDV Wealth Management
Minnesota
$2K – – –
RA
230
Rise Advisors
New York
$2K +$42 +1 +2%
Global Retirement Partners
231
Global Retirement Partners
California
$2K +$2.09K +50 New
HCP
232
Hexagon Capital Partners
Arkansas
$2K +$2.18K +52 New
Bartlett & Co Wealth Management
233
Bartlett & Co Wealth Management
Ohio
$1.49K -$8.08K -193 -81%
Bartlett & Co
234
Bartlett & Co
Ohio
$1K -$8.08K -193 -81%
Washington Trust
235
Washington Trust
Rhode Island
$1K -$42 -1 -3%
PMFA
236
Plante Moran Financial Advisors
Michigan
$1K – – –
SIS
237
Sound Income Strategies
Florida
$1K – – –
SC
238
Schubert & Co
Texas
$1K +$126 +3 +14%
Allworth Financial
239
Allworth Financial
California
$1K +$921 +22 +200%
JWA
240
JFS Wealth Advisors
Pennsylvania
$1K +$921 +22 +157%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$1K +$1.63K +39 New
Wellington Management Group
242
Wellington Management Group
Massachusetts
– -$7.75M -196,916 Closed
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
– -$6.9M -175,323 Closed
GC
244
Gillson Capital
Illinois
– -$1.58M -40,222 Closed
CBB
245
Citizens Business Bank
California
– -$1.15M -29,155 Closed
HighTower Advisors
246
HighTower Advisors
Illinois
– -$749K -19,112 Closed
GTCM
247
Gyon Technologies Capital Management
New Jersey
– -$620K -15,755 Closed
Engineers Gate Manager
248
Engineers Gate Manager
New York
– -$619K -15,729 Closed
First Eagle Investment Management
249
First Eagle Investment Management
New York
– -$529K -13,451 Closed
AR
250
Advisory Research
Illinois
– -$445K -11,311 Closed