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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
BC
251
Bridgefront Capital
Texas
$375K +$375K +5,258 New
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$375K -$488K -6,836 -57%
CIAS
253
Capital Investment Advisory Services
North Carolina
$372K +$214 +3 +0.1%
MM
254
MQS Management
New York
$372K +$372K +5,212 New
ECM
255
Everence Capital Management
Indiana
$370K
TW
256
Trajan Wealth
Arizona
$365K -$70K -980 -16%
FRM
257
Fox Run Management
Connecticut
$364K +$364K +5,097 New
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$354K +$354K +4,964 New
BEI
259
Benjamin Edwards Inc
Missouri
$341K +$342K +4,787 New
AAP
260
Arax Advisory Partners
Colorado
$341K +$320K +4,482 +1,519%
Jacobs Levy Equity Management
261
Jacobs Levy Equity Management
New Jersey
$333K +$334K +4,675 New
DCM
262
DGS Capital Management
New Jersey
$327K +$10.5K +147 +3%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$324K -$25.1K -351 -7%
TW
264
TritonPoint Wealth
Maryland
$320K
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$314K -$4.57K -64 -1%
JSC
266
Jackson Square Capital
California
$295K +$295K +4,137 New
RCA
267
Riverview Capital Advisers
Massachusetts
$288K
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$286K +$36.1K +506 +14%
PCM
269
Princeton Capital Management
New Jersey
$285K
SCA
270
Snowden Capital Advisors
New York
$283K -$6.85K -96 -2%
PWG
271
Portside Wealth Group
Utah
$273K -$9.49K -133 -3%
PFW
272
Petros Family Wealth
Minnesota
$256K -$22.1K -310 -8%
EH
273
Equitable Holdings
New York
$255K -$35.7K -500 -12%
AWM
274
AE Wealth Management
Kansas
$255K +$18.2K +255 +8%
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$251K +$20.2K +283 +9%