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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CL
251
Choreo LLC
Illinois
$332K +$16.1K +247 +4%
SA
252
Sanctuary Advisors
Indiana
$324K -$324K -4,977 -47%
HFS
253
Hantz Financial Services
Michigan
$319K +$336K +5,174 +1,244%
MAM
254
Meeder Asset Management
Ohio
$316K +$361K +5,547 New
WIA
255
World Investment Advisors
California
$315K -$49.5K -762 -12%
KeyBank National Association
256
KeyBank National Association
Ohio
$315K -$111K -1,712 -24%
AWM
257
AE Wealth Management
Kansas
$314K +$64.4K +990 +22%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$311K +$27.2K +419 +8%
PFPG
259
Pinnacle Financial Partners (Georgia)
Georgia
$302K -$57.7K -888 -14%
BEI
260
Benjamin Edwards Inc
Missouri
$298K +$21.6K +333 +7%
CIAS
261
Capital Investment Advisory Services
North Carolina
$298K +$260 +4 +0.1%
DJSG
262
D.J. St. Germain
Massachusetts
$285K +$325K +5,000 New
BC
263
Bayforest Capital
United Kingdom
$278K +$176K +2,714 +126%
QCM
264
QRG Capital Management
Illinois
$265K -$92.4K -1,422 -23%
CC
265
Centiva Capital
New York
$261K +$297K +4,572 New
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$259K -$63.1K -970 -18%
TW
267
TritonPoint Wealth
Maryland
$256K
SOW
268
State of Wyoming
Wyoming
$249K -$730K -11,228 -72%
Jacobs Levy Equity Management
269
Jacobs Levy Equity Management
New Jersey
$247K -$21.8K -335 -7%
PCA
270
Pallas Capital Advisors
Massachusetts
$244K +$68.3K +1,051 +32%
SLAM
271
Swiss Life Asset Management
$243K -$141K -2,163 -34%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$236K -$5.4K -83 -2%
AWCI
273
Alpine Woods Capital Investors
New York
$231K +$264K +4,059 New
OA
274
Oasis Advisors
Iowa
$230K +$262K +4,032 New
BJL
275
Brighton Jones LLC
Washington
$228K +$261K +4,008 New