We are live on ! Find out more
MC icon

Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$509K +$53K +752 +9%
WB
227
WesBanco Bank
West Virginia
$508K
PFA
228
Peak Financial Advisors
Colorado
$500K +$14.4K +204 +2%
AWM
229
Apollon Wealth Management
South Carolina
$484K -$9.31K -132 -2%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$464K +$381K +5,409 +213%
MML Investors Services
231
MML Investors Services
Massachusetts
$458K +$71.7K +1,017 +15%
FNA
232
First National Advisers
Nebraska
$457K +$552K +7,825 New
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$448K -$463K -6,571 -46%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$446K
I
235
InceptionR
California
$442K +$534K +7,568 New
AIP
236
Ameritas Investment Partners
Nebraska
$421K -$13K -185 -3%
ORC
237
O'Rourke & Company
Massachusetts
$415K +$20.7K +294 +4%
PMAM
238
Picton Mahoney Asset Management
Ontario, Canada
$412K +$498K +7,066 New
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$403K +$43.9K +623 +10%
Franklin Resources
240
Franklin Resources
California
$402K +$1.55K +22 +0.3%
ECM
241
Everence Capital Management
Indiana
$396K
DADC
242
D.A. Davidson & Co
Montana
$395K
Aviva
243
Aviva
United Kingdom
$392K +$474K +6,724 New
DFCM
244
Dark Forest Capital Management
Puerto Rico
$386K -$18.5K -263 -4%
Truist Financial
245
Truist Financial
North Carolina
$385K +$15K +213 +3%
FB
246
Fulton Bank
Pennsylvania
$373K +$24.7K +350 +6%
1C
247
111 Capital
France
$367K +$443K +6,289 New
AV
248
Alamea Verwaltungs
New Jersey
$366K +$442K +6,273 New
QCM
249
Quantinno Capital Management
New York
$364K +$242K +3,437 +123%
CFO
250
Callan Family Office
Pennsylvania
$359K -$963K -13,657 -69%