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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rise Advisors
New York
$2.17K – – –
BWM
227
BerganKDV Wealth Management
Minnesota
$2.15K – – –
Huntington National Bank
228
Huntington National Bank
Ohio
$1.73K +$1.37K +32 +246%
SIS
229
Sound Income Strategies
Florida
$1.69K – – –
EI
230
Ellevest Inc
New York
$1.54K +$730 +17 +74%
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.42K +$215 +5 +16%
WIM
232
Westside Investment Management
California
$1.11K – – –
PMFA
233
Plante Moran Financial Advisors
Michigan
$1.08K – – –
Washington Trust
234
Washington Trust
Rhode Island
$1.04K -$86 -2 -7%
Baker Avenue Asset Management
235
Baker Avenue Asset Management
California
$1.04K – – –
SFG
236
Steward Financial Group
Texas
$1K +$945 +22 +169%
HS
237
Horan Securities
United States
$961 – – –
SC
238
Schubert & Co
Texas
$961 +$86 +2 +9%
VCM
239
Versant Capital Management
Arizona
$577 – – –
Gradient Investments
240
Gradient Investments
Minnesota
$461 – – –
AF
241
Advisornet Financial
Minnesota
$461 +$215 +5 +71%
Allworth Financial
242
Allworth Financial
California
$385 -$215 -5 -33%
DI
243
Disciplined Investments
Oklahoma
$384 +$43 +1 +11%
SIC
244
SJS Investment Consulting
Ohio
$308 -$172 -4 -33%
GWS
245
Glassman Wealth Services
Virginia
$231 – – –
Federated Hermes
246
Federated Hermes
Pennsylvania
– -$24M -625,000 Closed
HCPC
247
Hamilton Capital Partners (Canada)
– -$801K -20,866 Closed
E
248
Ergoteles
New York
– -$673K -17,540 Closed
Jupiter Asset Management
249
Jupiter Asset Management
United Kingdom
– -$577K -15,037 Closed
New York Life Investment Management
250
New York Life Investment Management
New York
– -$464K -12,080 Closed