We are live on ! Find out more
MC icon

Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$23.1K -$35.8K -495 -61%
LC
302
Lindbrook Capital
California
$20.2K – – –
Global Retirement Partners
303
Global Retirement Partners
California
$19.1K -$7.6K -105 -29%
RA
304
Rise Advisors
New York
$17.1K +$145 +2 +0.9%
Bessemer Group
305
Bessemer Group
New Jersey
$16K +$6.22K +86 +69%
CAL
306
Capital Advisors Ltd
Ohio
$15K – – –
Blue Trust Inc
307
Blue Trust Inc
Georgia
$15K -$63.5K -878 -81%
NewEdge Advisors
308
NewEdge Advisors
Louisiana
$14.6K – – –
EverSource Wealth Advisors
309
EverSource Wealth Advisors
Alabama
$14K +$4.85K +67 +54%
Arax Advisory Partners
310
Arax Advisory Partners
Colorado
$13.7K +$2.17K +30 +19%
SBI Securities
311
SBI Securities
Japan
$13.1K +$12.8K +177 New
PWMG
312
Private Wealth Management Group
New Jersey
$10.9K – – –
CFGS
313
Concourse Financial Group Securities
Alabama
$10K – – –
WA
314
WPG Advisers
Maryland
$9.83K +$9.62K +133 New
Salem Investment Counselors
315
Salem Investment Counselors
North Carolina
$7.76K – – –
Danske Bank
316
Danske Bank
Denmark
$7.39K -$21.7K -300 -75%
RIL
317
Rothschild Investment LLC
Illinois
$6.65K +$724 +10 +13%
Exchange Traded Concepts
318
Exchange Traded Concepts
Oklahoma
$5.98K +$5.86K +81 New
Geneos Wealth Management
319
Geneos Wealth Management
Colorado
$5.76K +$2.75K +38 +95%
Principal Securities
320
Principal Securities
Iowa
$5.62K – – –
Sterling Capital Management
321
Sterling Capital Management
North Carolina
$5.39K +$145 +2 +3%
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$5.39K – – –
HNW
323
High Note Wealth
Minnesota
$5.1K +$4.99K +69 New
BIA
324
Bell Investment Advisors
California
$4.36K – – –
KFI
325
Key Financial Inc
Pennsylvania
$4.36K +$4.27K +59 New