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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
151
SkyView Investment Advisors
New Jersey
$527K -$86.4K -2,166 -16%
PI
152
PEAK6 Investments
Illinois
$516K +$454K +11,382 New
NGA
153
Naples Global Advisors
Florida
$511K -$62.7K -1,570 -12%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$485K -$329K -8,249 -44%
KFP
155
KB Financial Partners
New Jersey
$481K -$80K -2,004 -16%
OIA
156
OneDigital Investment Advisors
Kansas
$481K -$80.3K -2,012 -16%
ProShare Advisors
157
ProShare Advisors
Maryland
$473K +$117K +2,930 +39%
AAM
158
Advisors Asset Management
Colorado
$464K -$2.05M -51,290 -83%
CWP
159
Curated Wealth Partners
California
$445K
WB
160
WesBanco Bank
West Virginia
$444K
US Bancorp
161
US Bancorp
Minnesota
$431K -$228K -5,709 -37%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$426K +$47.6K +1,194 +15%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$425K -$21.4K -536 -5%
TCM
164
Teza Capital Management
Illinois
$420K +$370K +9,261 New
SPIA
165
Steward Partners Investment Advisory
New York
$415K -$35.6K -892 -9%
P
166
Pitcairn
Pennsylvania
$411K -$17.2K -432 -5%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$389K -$98.2K -2,462 -22%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$347K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$345K +$300K +7,530 New
MML Investors Services
170
MML Investors Services
Massachusetts
$338K +$18.4K +461 +7%
DWM
171
Drive Wealth Management
Utah
$329K -$40.8K -1,023 -12%
Mariner
172
Mariner
Kansas
$327K -$24.9K -624 -8%
API
173
Advisor Partners II
California
$314K +$276K +6,920 New
PAMS
174
Pictet Asset Management (Switzerland)
Switzerland
$313K
Creative Planning
175
Creative Planning
Kansas
$307K +$270K +6,771 New