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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$807K -$1.42M -30,121 -68%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$805K +$166K +3,538 +33%
AIM
153
Ausbil Investment Management
Australia
$800K +$670K +14,252 New
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$797K +$667K +14,196 New
FF
155
Friedenthal Financial
New Jersey
$728K +$610K +12,976 New
TPI
156
Trust Point Inc
Wisconsin
$712K +$596K +12,681 New
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$711K +$230K +4,894 +66%
FHB
158
First Hawaiian Bank
Hawaii
$709K
ProShare Advisors
159
ProShare Advisors
Maryland
$704K +$112K +2,383 +23%
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$660K
QPW
161
Quantum Private Wealth
Florida
$660K -$611 -13 -0.1%
JWS
162
Juncture Wealth Strategies
Arizona
$651K -$4.7K -100 -0.9%
BC
163
Bridgefront Capital
Texas
$638K +$534K +11,363 New
US Bancorp
164
US Bancorp
Minnesota
$630K +$103K +2,189 +24%
NGA
165
Naples Global Advisors
Florida
$627K -$4.7K -100 -0.9%
NRD
166
Nebula Research & Development
New York
$620K +$519K +11,045 New
OIA
167
OneDigital Investment Advisors
Kansas
$586K -$12.5K -267 -2%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$577K +$73.1K +1,557 +18%
SPIA
169
Steward Partners Investment Advisory
New York
$570K +$25.9K +551 +6%
AWM
170
Apollon Wealth Management
South Carolina
$558K +$467K +9,936 New
CWP
171
Curated Wealth Partners
California
$540K -$9.3K -198 -2%
P
172
Pitcairn
Pennsylvania
$516K -$1.46K -31 -0.3%
TRCT
173
Tower Research Capital (TRC)
New York
$506K +$102K +2,171 +32%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$492K +$143K +3,035 +53%
PFA
175
Peak Financial Advisors
Colorado
$475K +$38.5K +820 +11%