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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
EW
426
Evoke Wealth
California
-$209K -3,668 Closed
HFO
427
Heritage Family Offices
Arizona
-$207K -3,637 Closed
EH
428
Equitable Holdings
New York
-$212K -3,081 Closed
LIA
429
Limestone Investment Advisors
New York
-$535K -1,000 Closed
CMBA
430
C.M. Bidwell & Associates
Hawaii
-$45.8K -803 Closed
IAAG
431
Innovative Asset Advisors Group
Connecticut
-$28.5K -500 Closed
RFP
432
Root Financial Partners
California
-$25.9K -455 Closed
VSQM
433
V-Square Quantitative Management
Illinois
-$24.7K -434 Closed
ASN
434
Advisory Services Network
Georgia
-$18.6K -326 Closed
DWP
435
Destiny Wealth Partners
Florida
-$11K -193 Closed
EB
436
Eastern Bank
Massachusetts
-$9.75K -171 Closed
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$6.27K -110 Closed
JFA
438
JNBA Financial Advisors
Minnesota
-$5.07K -89 Closed
TPWA
439
Twin Peaks Wealth Advisors
California
-$4.45K -78 Closed
WSFG
440
Wall Street Financial Group
Illinois
-$3.59K -63 Closed
PPC
441
Park Place Capital
Alabama
-$2.85K -50 Closed
SIS
442
Sound Income Strategies
Florida
-$2.49K -44 Closed
Group One Trading
443
Group One Trading
Illinois
-$2.23K -34 Closed
QCG
444
Quadrant Capital Group
Ohio
-$1.77K -31 Closed
VWM
445
Vermillion Wealth Management
Minnesota
-$342 -6 Closed
NWM
446
Navigoe Wealth Management
California
+$197 +3 New
EA
447
Evolution Advisers
Virginia
+$328 +5 New