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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Drive Wealth Management
Utah
$355K +$375K +9,251 New
SPIA
152
Steward Partners Investment Advisory
New York
$331K +$68.6K +1,690 +24%
ProShare Advisors
153
ProShare Advisors
Maryland
$315K +$47.7K +1,175 +17%
DCM
154
DGS Capital Management
New Jersey
$313K +$42.5K +1,046 +15%
PAMS
155
Pictet Asset Management (Switzerland)
Switzerland
$308K +$326K +8,033 New
DTL
156
Dynamic Technology Lab
Singapore
$306K +$323K +7,965 New
CIA
157
Capital Impact Advisors
Massachusetts
$302K -$49.8K -1,228 -13%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$293K
BCM
159
BTC Capital Management
Iowa
$291K +$28.6K +705 +10%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$284K
RJFSA
161
Raymond James Financial Services Advisors
Florida
$281K +$12.6K +311 +4%
Millennium Management
162
Millennium Management
New York
$279K -$393K -9,688 -57%
MML Investors Services
163
MML Investors Services
Massachusetts
$277K +$13.6K +336 +5%
PA
164
Parallel Advisors
California
$273K +$280K +6,894 +3,010%
Vanguard Personalized Indexing Management
165
Vanguard Personalized Indexing Management
California
$261K +$5.88K +145 +2%
DADC
166
D.A. Davidson & Co
Montana
$259K
SG Americas Securities
167
SG Americas Securities
New York
$249K -$181K -4,453 -41%
PFA
168
Peak Financial Advisors
Colorado
$245K -$21.1K -519 -8%
JWS
169
Juncture Wealth Strategies
Arizona
$242K +$256K +6,300 New
AIP
170
Ameritas Investment Partners
Nebraska
$235K +$12.3K +304 +6%
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
$233K +$223K +5,492 +942%
RCA
172
Riverview Capital Advisers
Massachusetts
$229K
Mariner
173
Mariner
Kansas
$229K +$242K +5,959 New
Prudential Financial
174
Prudential Financial
New Jersey
$225K +$238K +5,867 New
MAM
175
Meeder Asset Management
Ohio
$223K