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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$440K +$11.4K +158 +3%
PAG
227
Private Advisor Group
New Jersey
$439K -$47.4K -655 -10%
ECM
228
ExodusPoint Capital Management
New York
$421K -$5.84M -80,756 -93%
TCM
229
Teza Capital Management
Illinois
$418K -$4.99K -69 -1%
ET
230
Entropy Technologies
New York
$412K +$403K +5,575 New
Corient Private Wealth
231
Corient Private Wealth
Florida
$411K +$50K +691 +14%
KPWS
232
Kestra Private Wealth Services
Texas
$383K +$375K +5,187 New
X
233
Xponance
Pennsylvania
$375K +$31.8K +440 +9%
Verition Fund Management
234
Verition Fund Management
Connecticut
$364K -$466K -6,442 -57%
FRM
235
Fox Run Management
Connecticut
$362K +$354K +4,895 New
CL
236
Choreo LLC
Illinois
$358K +$13.5K +187 +4%
EH
237
Equitable Holdings
New York
$340K
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$335K +$328K +4,530 New
TW
239
TritonPoint Wealth
Maryland
$332K
HFO
240
Heritage Family Offices
Arizona
$330K +$15.4K +213 +5%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$325K +$23.5K +325 +8%
IWC
242
Integrated Wealth Concepts
Massachusetts
$323K -$12.5K -173 -4%
SCA
243
Snowden Capital Advisors
New York
$307K -$4.2K -58 -1%
TRCT
244
Tower Research Capital (TRC)
New York
$297K +$157K +2,170 +118%
PA
245
Profund Advisors
Maryland
$291K +$19.7K +272 +7%
XT
246
XTX Topco
Cayman Islands
$283K -$717K -9,902 -72%
PFW
247
Petros Family Wealth
Minnesota
$283K +$277K +3,830 New
RSWM
248
Robertson Stephens Wealth Management
California
$275K +$21.9K +302 +9%
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$264K -$34K -470 -12%
VWM
250
Venturi Wealth Management
Texas
$261K -$211K -2,912 -45%