We are live on ! Find out more
MC icon

Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$386K +$60.5K +1,408 +16%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$381K -$135K -3,134 -24%
CWP
153
Curated Wealth Partners
California
$377K
WB
154
WesBanco Bank
West Virginia
$377K -$48.6K -1,132 -10%
P
155
Pitcairn
Pennsylvania
$365K -$730 -17 -0.2%
LCM
156
Legato Capital Management
California
$364K -$227K -5,277 -36%
JWS
157
Juncture Wealth Strategies
Arizona
$361K +$133K +3,100 +49%
BCM
158
Bayesian Capital Management
New York
$347K +$387K +9,019 New
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$325K -$95.5K -2,224 -21%
DWM
160
Drive Wealth Management
Utah
$318K -$42.2K -982 -11%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$316K +$34.4K +801 +11%
PAM
162
Panagora Asset Management
Massachusetts
$304K -$258K -6,017 -43%
AB
163
Amalgamated Bank
New York
$303K -$59.8K -1,393 -15%
CIA
164
Capital Impact Advisors
Massachusetts
$303K
Mariner
165
Mariner
Kansas
$302K +$81K +1,887 +32%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$294K
DCM
167
DGS Capital Management
New Jersey
$290K -$25.4K -592 -7%
ProShare Advisors
168
ProShare Advisors
Maryland
$288K -$30.1K -700 -9%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$273K -$94.5K -2,201 -24%
MML Investors Services
170
MML Investors Services
Massachusetts
$269K -$8.93K -208 -3%
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$265K -$49K -1,140 -14%
Mitsubishi UFJ Trust & Banking
172
Mitsubishi UFJ Trust & Banking
Japan
$252K +$21K +489 +8%
DADC
173
D.A. Davidson & Co
Montana
$248K
PFA
174
Peak Financial Advisors
Colorado
$245K -$1.12K -26 -0.4%
PA
175
Parallel Advisors
California
$239K -$39.4K -918 -13%