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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Abound Wealth Management
Tennessee
$176 – – –
PWM
377
Parkworth Wealth Management
California
$58 – – –
OP
378
ORG Partners
Indiana
$51 – – –
Balyasny Asset Management
379
Balyasny Asset Management
Illinois
– -$53.4M -723,384 Closed
Capital Research Global Investors
380
Capital Research Global Investors
California
– -$20.7M -280,460 Closed
Weiss Asset Management
381
Weiss Asset Management
Massachusetts
– -$5.47M -73,977 Closed
Chevy Chase Trust
382
Chevy Chase Trust
Maryland
– -$4.06M -55,014 Closed
Prana Capital Management
383
Prana Capital Management
Connecticut
– -$3.56M -48,201 Closed
CCP
384
Clough Capital Partners
Massachusetts
– -$2.88M -38,950 Closed
Walleye Capital
385
Walleye Capital
New York
– -$2.61M -35,343 Closed
Schonfeld Strategic Advisors
386
Schonfeld Strategic Advisors
New York
– -$1.88M -25,414 Closed
Jefferies Financial Group
387
Jefferies Financial Group
New York
– -$1.04M -14,039 Closed
FHB
388
First Hawaiian Bank
Hawaii
– -$933K -12,626 Closed
OFG
389
OmniStar Financial Group
North Carolina
– -$896K -12,116 Closed
AMG National Trust Bank
390
AMG National Trust Bank
Colorado
– -$807K -10,876 Closed
Susquehanna Fundamental Investments
391
Susquehanna Fundamental Investments
Pennsylvania
– -$663K -8,969 Closed
Corient Private Wealth
392
Corient Private Wealth
Florida
– -$411K -5,569 Closed
Kestra Private Wealth Services
393
Kestra Private Wealth Services
Texas
– -$383K -5,187 Closed
FRM
394
Fox Run Management
Connecticut
– -$362K -4,895 Closed
Profund Advisors
395
Profund Advisors
Maryland
– -$291K -3,937 Closed
Robertson Stephens Wealth Management
396
Robertson Stephens Wealth Management
California
– -$275K -3,717 Closed
AE Wealth Management
397
AE Wealth Management
Kansas
– -$260K -3,520 Closed
Dakota Wealth Management
398
Dakota Wealth Management
Florida
– -$256K -3,459 Closed
LCWP
399
Legacy Capital Wealth Partners
Arkansas
– -$245K -3,313 Closed
Glenmede Trust
400
Glenmede Trust
Pennsylvania
– -$225K -3,045 Closed