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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$260K +$255K +3,520 New
SQA
252
Simon Quick Advisors
New Jersey
$256K -$5.36K -74 -2%
DWM
253
Dakota Wealth Management
Florida
$256K +$250K +3,459 New
LCWP
254
Legacy Capital Wealth Partners
Arkansas
$245K -$251K -3,468 -51%
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$242K +$237K +3,270 New
TW
256
Trajan Wealth
Arizona
$231K -$25K -346 -10%
VA
257
Vident Advisory
Georgia
$229K -$13.8K -191 -6%
GT
258
Glenmede Trust
Pennsylvania
$225K +$220K +3,045 New
KBC Group
259
KBC Group
Belgium
$224K +$70K +967 +47%
PCM
260
Princeton Capital Management
New Jersey
$222K +$217K +3,000 New
DCM
261
DGS Capital Management
New Jersey
$218K
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$210K +$205K +2,837 New
PWG
263
Portside Wealth Group
Utah
$209K +$205K +2,834 New
JWS
264
Juncture Wealth Strategies
Arizona
$207K +$203K +2,800 New
QCM
265
Quantinno Capital Management
New York
$206K +$202K +2,793 New
LIM
266
Leavell Investment Management
Alabama
$204K +$199K +2,757 New
SCM
267
Shelton Capital Management
Colorado
$203K -$18.5K -256 -9%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$187K +$10.1K +140 +6%
Walleye Trading
269
Walleye Trading
New York
$148K +$22.9K +317 +19%
KIM
270
Kestra Investment Management
Texas
$146K +$143K +1,971 New
HFM
271
Harvest Fund Management
China
$140K
HPC
272
HM Payson & Co
Maine
$116K
PA
273
Parallel Advisors
California
$101K -$1.08K -15 -1%
GI
274
GAMMA Investing
California
$86.8K +$13K +180 +18%
S
275
SignatureFD
Georgia
$86.5K -$2.1K -29 -2%