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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$414K +$46.4K +827 +14%
FB
227
Fulton Bank
Pennsylvania
$410K +$10.6K +188 +3%
ORC
228
O'Rourke & Company
Massachusetts
$405K -$34.2K -610 -9%
TRCT
229
Tower Research Capital (TRC)
New York
$397K +$246K +4,380 +220%
AV
230
Alamea Verwaltungs
New Jersey
$391K
AC
231
AXQ Capital
New Jersey
$386K +$348K +6,201 New
TW
232
Trajan Wealth
Arizona
$380K +$59.8K +1,065 +21%
SC
233
SummitTX Capital
Texas
$378K +$340K +6,065 New
GI
234
GAMCO Investors
Connecticut
$374K
ASN
235
Advisory Services Network
Georgia
$368K +$294K +5,247 New
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$366K +$7.58K +135 +2%
KIM
237
Kestra Investment Management
Texas
$365K +$247K +4,399 +301%
DS
238
DRW Securities
Illinois
$363K +$327K +5,831 New
X
239
Xponance
Pennsylvania
$361K +$23.6K +421 +8%
PAG
240
Private Advisor Group
New Jersey
$355K +$9.43K +168 +3%
IWC
241
Integrated Wealth Concepts
Massachusetts
$354K +$49.6K +883 +18%
LCM
242
Legato Capital Management
California
$346K
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$345K +$311K +5,538 New
MFG
244
Merit Financial Group
Georgia
$338K +$305K +5,429 New
CL
245
Choreo LLC
Illinois
$334K +$15.7K +279 +5%
CIAS
246
Capital Investment Advisory Services
North Carolina
$325K +$281 +5 +0.1%
ECM
247
Everence Capital Management
Indiana
$323K -$89.2K -1,590 -23%
VI
248
Vestcor Inc
New Brunswick, Canada
$312K
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$305K -$20.7K -368 -7%
JF
250
Jump Financial
Illinois
$297K -$3.09M -55,112 -92%