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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
251
Capital Investment Advisory Services
North Carolina
$359K +$334 +5 +0.1%
ECM
252
Everence Capital Management
Indiana
$357K
IC
253
IEQ Capital
California
$357K +$346K +5,189 New
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$347K -$14K -210 -4%
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$346K +$127K +1,906 +61%
CWM
256
CIBC World Markets
New York
$338K +$328K +4,920 New
BEI
257
Benjamin Edwards Inc
Missouri
$337K +$7.74K +116 +2%
TW
258
Trajan Wealth
Arizona
$334K -$17K -254 -5%
HFO
259
Heritage Family Offices
Arizona
$329K -$43.7K -655 -12%
Jacobs Levy Equity Management
260
Jacobs Levy Equity Management
New Jersey
$321K
AWM
261
AE Wealth Management
Kansas
$311K +$63.5K +951 +27%
IWC
262
Integrated Wealth Concepts
Massachusetts
$309K -$331K -4,958 -52%
TW
263
TritonPoint Wealth
Maryland
$309K
Envestnet Portfolio Solutions
264
Envestnet Portfolio Solutions
Illinois
$306K -$5.54K -83 -2%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$290K -$11.9K -179 -4%
MWM
266
Modern Wealth Management
Kansas
$279K +$271K +4,061 New
State of Wisconsin Investment Board
267
State of Wisconsin Investment Board
Wisconsin
$277K -$205K -3,079 -43%
PCM
268
Princeton Capital Management
New Jersey
$275K
SCA
269
Snowden Capital Advisors
New York
$269K -$3.8K -57 -1%
JF
270
Jump Financial
Illinois
$268K -$721K -10,800 -73%
C
271
Covestor
United Kingdom
$264K +$58.3K +873 +29%
Capstone Investment Advisors
272
Capstone Investment Advisors
New York
$263K +$255K +3,827 New
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$247K -$27.2K -408 -10%
GHA
274
GW Henssler & Associates
Georgia
$236K +$12.1K +181 +6%
SQA
275
Simon Quick Advisors
New Jersey
$225K -$133 -2 -0.1%