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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Huntington National Bank
251
Huntington National Bank
Ohio
$1.99K -$2.35K -50 -53%
SIS
252
Sound Income Strategies
Florida
$1.99K – – –
JWA
253
JFS Wealth Advisors
Pennsylvania
$1.72K +$424 +9 +31%
PFBT
254
Parkside Financial Bank & Trust
Missouri
$1.67K -$282 -6 -14%
Allworth Financial
255
Allworth Financial
California
$1.4K – – –
WIM
256
Westside Investment Management
California
$1.31K – – –
Baker Avenue Asset Management
257
Baker Avenue Asset Management
California
$1.22K – – –
Washington Trust
258
Washington Trust
Rhode Island
$1.17K -$47 -1 -4%
SFG
259
Steward Financial Group
Texas
$1K +$1.74K +37 New
EverSource Wealth Advisors
260
EverSource Wealth Advisors
Alabama
$677 -$188 -4 -21%
OP
261
ORG Partners
Indiana
$671 -$47 -1 -7%
Quadrant Capital Group
262
Quadrant Capital Group
Ohio
$632 +$141 +3 +27%
SIC
263
SJS Investment Consulting
Ohio
$542 +$141 +3 +33%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$451 -$188 -4 -29%
TWP
265
TFO Wealth Partners
Ohio
$317 +$329 +7 New
GWS
266
Glassman Wealth Services
Virginia
$271 – – –
CAS
267
Coppell Advisory Solutions
Texas
$192 +$235 +5 New
MassMutual Private Wealth & Trust
268
MassMutual Private Wealth & Trust
Connecticut
$181 – – –
NCG
269
Newport Capital Group
New Jersey
– -$11.4M -297,989 Closed
Amundi
270
Amundi
France
– -$8.41M -185,054 Closed
ALPS Advisors
271
ALPS Advisors
Colorado
– -$4.2M -92,552 Closed
Schonfeld Strategic Advisors
272
Schonfeld Strategic Advisors
New York
– -$3.29M -72,467 Closed
Brookfield Corp
273
Brookfield Corp
Ontario, Canada
– -$2.61M -57,576 Closed
RPSA
274
Richard P. Slaughter Associates
Texas
– -$1.42M -31,297 Closed
Cambridge Investment Research Advisors
275
Cambridge Investment Research Advisors
Iowa
– -$564K -12,438 Closed