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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
76
Holocene Advisors
New York
$2.35M +$375K +8,741 +17%
BCI
77
Brinker Capital Investments
Pennsylvania
$2.21M -$153K -3,573 -6%
OPS
78
Orion Portfolio Solutions
Nebraska
$2.21M +$2.46M +57,392 New
MWM
79
Moran Wealth Management
Florida
$2.11M +$924K +21,525 +65%
CS
80
Credit Suisse
Switzerland
$2.08M +$25.1K +584 +1%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$2.03M -$191K -4,446 -8%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$2.03M
FNBOO
83
First National Bank of Omaha
Nebraska
$2.02M -$21.4K -499 -0.9%
Man Group
84
Man Group
United Kingdom
$2M -$2.65M -61,734 Closed
NW
85
NewEdge Wealth
Pennsylvania
$2M -$125K -2,905 -5%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$2M -$109K -2,532 -5%
CP
87
CenterBook Partners
Connecticut
$1.98M +$966K +22,491 +78%
PCC
88
Park Circle Company
Maryland
$1.93M
CIP
89
Cornerstone Investment Partners
Georgia
$1.88M +$7.52K +175 +0.4%
SWM
90
Salvus Wealth Management
New Jersey
$1.88M +$32.2K +750 +2%
LPL Financial
91
LPL Financial
California
$1.87M +$290K +6,755 +16%
Barclays
92
Barclays
United Kingdom
$1.85M +$660K +15,377 +47%
First Eagle Investment Management
93
First Eagle Investment Management
New York
$1.84M +$2.05M +47,738 New
OAM
94
Oppenheimer Asset Management
New York
$1.82M +$637K +14,839 +46%
PP
95
PDT Partners
New York
$1.77M +$1.97M +45,953 New
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.72M +$1.12M +26,033 +140%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.64M +$566K +13,173 +45%
ERIC
98
Eagle Rock Investment Company
Georgia
$1.59M -$2.1K -49 -0.1%
VCA
99
Verdence Capital Advisors
Maryland
$1.43M +$834K +19,410 +109%
CWA
100
CM Wealth Advisors
Ohio
$1.43M +$1.51M +35,096 New