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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$9K +$4.52K +70 +127%
CFGS
302
Concourse Financial Group Securities
Alabama
$8.77K -$194 -3 -2%
EWA
303
EverSource Wealth Advisors
Alabama
$8.43K +$1.61K +25 +26%
JIP
304
Jaffetilchin Investment Partners
Florida
$7.23K +$6.84K +106 New
SIC
305
Salem Investment Counselors
North Carolina
$7.19K +$6.78K +105 New
RIL
306
Rothschild Investment LLC
Illinois
$5.48K +$2.26K +35 +78%
PS
307
Principal Securities
Iowa
$5.21K
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$4.93K
SCM
309
Sterling Capital Management
North Carolina
$4.86K +$4.58K +71 New
BIA
310
Bell Investment Advisors
California
$4.04K
NB
311
NBT Bank
New York
$3.95K +$65 +1 +2%
FNWA
312
Financial Network Wealth Advisors
Utah
$3.84K -$3.62K -56 -50%
VCM
313
Versant Capital Management
Arizona
$3.49K
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$3.08K
SIS
315
Sound Income Strategies
Florida
$3.01K
GWM
316
Geneos Wealth Management
Colorado
$2.74K +$2.58K +40 New
HNB
317
Huntington National Bank
Ohio
$2.67K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$2.67K
AF
319
Allworth Financial
California
$2.12K
JWA
320
JFS Wealth Advisors
Pennsylvania
$1.99K
WIM
321
Westside Investment Management
California
$1.99K
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$1.71K +$1.61K +25 New
CFO
323
CVA Family Office
Colorado
$1.23K +$516 +8 +80%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$960 -$6.78K -105 -88%
CPA
325
Capital Performance Advisors
California
$754 +$710 +11 New