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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
276
Pallas Capital Advisors
Massachusetts
$223K +$15K +225 +7%
PFW
277
Petros Family Wealth
Minnesota
$221K -$24.4K -366 -10%
VT
278
Vise Technologies
New York
$220K +$20.6K +309 +11%
LCWP
279
Legacy Capital Wealth Partners
Arkansas
$218K -$10.5K -157 -5%
Brown Advisory
280
Brown Advisory
Maryland
$215K +$208K +3,122 New
PWG
281
Portside Wealth Group
Utah
$212K -$48.7K -730 -19%
EH
282
Equitable Holdings
New York
$212K -$33.3K -499 -14%
EW
283
Evoke Wealth
California
$211K +$3.47K +52 +2%
MYIA
284
Mount Yale Investment Advisors
Colorado
$211K +$205K +3,067 New
VWM
285
Venturi Wealth Management
Texas
$210K -$16.6K -248 -8%
WC
286
Waterloo Capital
Texas
$206K +$467 +7 +0.2%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$204K +$1.33K +20 +0.7%
SRC
288
Sage Rhino Capital
California
$203K -$2.4K -36 -1%
TRCT
289
Tower Research Capital (TRC)
New York
$166K -$32.2K -482 -17%
Jones Financial Companies
290
Jones Financial Companies
Missouri
$159K +$46.3K +694 +43%
HNB
291
Huntington National Bank
Ohio
$156K -$667 -10 -0.4%
EP
292
Essential Partners
California
$153K +$1.2K +18 +0.8%
BC
293
Bayforest Capital
United Kingdom
$148K +$144K +2,158 New
KAS
294
Kestra Advisory Services
Texas
$147K +$143K +2,136 New
WTC
295
WhitTier Trust Company
Nevada
$142K
KAS
296
Kemnay Advisory Services
New York
$140K +$136K +2,041 New
KBC Group
297
KBC Group
Belgium
$139K
SAM
298
Smartleaf Asset Management
Massachusetts
$135K +$3.74K +56 +3%
VI
299
Vestcor Inc
New Brunswick, Canada
$133K
AUB
300
Atlantic Union Bankshares
Virginia
$116K