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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
401
DGS Capital Management
New Jersey
– -$218K -2,945 Closed
Commonwealth Equity Services
402
Commonwealth Equity Services
Massachusetts
– -$210K -2,837 Closed
PWG
403
Portside Wealth Group
Utah
– -$209K -2,834 Closed
JWS
404
Juncture Wealth Strategies
Arizona
– -$207K -2,800 Closed
LIM
405
Leavell Investment Management
Alabama
– -$204K -2,757 Closed
Shelton Capital Management
406
Shelton Capital Management
Colorado
– -$203K -2,747 Closed
Walleye Trading
407
Walleye Trading
New York
– -$142K -2,009 Closed
MAI Capital Management
408
MAI Capital Management
Ohio
– -$59.1K -800 Closed
EBA
409
Eagle Bay Advisors
New York
– -$56.9K -770 Closed
RS
410
R Squared
Hong Kong
– -$46.5K -630 Closed
Avior Wealth Management
411
Avior Wealth Management
Nebraska
– -$43K -582 Closed
Clearstead Advisors
412
Clearstead Advisors
Ohio
– -$37.3K -505 Closed
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
– -$29.7K -398 Closed
Blue Trust Inc
414
Blue Trust Inc
Georgia
– -$15K -203 Closed
CFGS
415
Concourse Financial Group Securities
Alabama
– -$10K -128 Closed
Exchange Traded Concepts
416
Exchange Traded Concepts
Oklahoma
– -$5.98K -81 Closed
HI
417
Human Investing
Oregon
– -$3.99K -54 Closed
TC
418
Truvestments Capital
Florida
– -$3.03K -41 Closed
AssetMark Inc
419
AssetMark Inc
California
– -$148 -2 Closed
CAWM
420
Capital A Wealth Management
Pennsylvania
– -$74 -1 Closed
Hantz Financial Services
421
Hantz Financial Services
Michigan
– +$564 +8 New
Simplex Trading
422
Simplex Trading
Illinois
– +$776 +11 New