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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
Reilly Financial Advisors
California
$9K
APA
152
American Portfolios Advisors
New York
$6.32K +$820 +25 +13%
EWM
153
Edge Wealth Management
New York
$6K
QI
154
QS Investors
New York
$5K
SF
155
Synovus Financial
Georgia
$5K +$2.79K +85 +67%
CA
156
Clearstead Advisors
Ohio
$5K +$5.41K +165 New
LC
157
Lindbrook Capital
California
$5K +$5.77K +176 New
HPC
158
HM Payson & Co
Maine
$4K -$195K -5,953 -98%
CFN
159
Cordasco Financial Network
Florida
$4K
AssetMark Inc
160
AssetMark Inc
California
$3K -$5.28M -160,852 -100%
LWM
161
Liberty Wealth Management
California
$3K +$262 +8 +7%
TRCT
162
Tower Research Capital (TRC)
New York
$3K +$2.1K +64 +114%
VCM
163
Versant Capital Management
Arizona
$3K +$3.87K +118 +1,475%
GFPC
164
Global Financial Private Capital
Florida
$2K -$545K -16,616 -100%
Group One Trading
165
Group One Trading
Illinois
$2K -$21K -641 -92%
NFG
166
Next Financial Group
Texas
$1K
PMFA
167
Plante Moran Financial Advisors
Michigan
$1K
SIS
168
Sound Income Strategies
Florida
$1K
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$1K +$426 +13 +163%
S
170
SignatureFD
Georgia
$1K +$1.02K +31 New
PA
171
Parallel Advisors
California
$1K +$1.28K +39 New
ECA
172
Endeavour Capital Advisors
Connecticut
-$12.1M -379,261 Closed
WCM Investment Management
173
WCM Investment Management
California
-$4.2M -131,661 Closed
Two Sigma Advisers
174
Two Sigma Advisers
New York
-$4.09M -128,100 Closed
Two Sigma Investments
175
Two Sigma Investments
New York
-$3.84M -120,202 Closed