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Moelis & Co
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMF
326
Counterpoint Mutual Funds
San Diego,
California
| – | -$26K | -418 | Closed |
|
|
CWS
327
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$20K | -320 | Closed |
|
328
Jones Financial Companies
Des Peres,
Missouri
| – | -$19K | -309 | Closed |
|
|
TWA
329
TCI Wealth Advisors
Tucson,
Arizona
| – | -$14K | -218 | Closed |
|
|
CA
330
CoreCap Advisors
Southfield,
Michigan
| – | -$3K | -40 | Closed |
|
|
JFGIW
331
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$1K | -14 | Closed |
|
|
SIC
332
SJS Investment Consulting
Sylvania,
Ohio
| – | +$104 | +2 | New |
|
|
DI
333
Disciplined Investments
Tulsa,
Oklahoma
| – | +$468 | +9 | New |
|