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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
VI
176
Vestcor Inc
New Brunswick, Canada
$1.01M +$889K +13,557 +700%
DW30
177
Drucker Wealth 3.0
New Jersey
$992K +$10.8K +165 +1%
DWM
178
Diversify Wealth Management
Utah
$980K -$5.29M -80,706 -85%
DAS
179
Diversify Advisory Services
Utah
$980K +$948K +14,462 New
SPIA
180
Steward Partners Investment Advisory
New York
$972K +$10.4K +158 +1%
HA
181
Harbor Advisors
Florida
$968K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$911K +$22.1K +337 +2%
NAAA
183
New Age Alpha Advisors
New York
$903K -$2.94M -44,801 -76%
CIP
184
Cornerstone Investment Partners
Georgia
$898K +$4.13K +63 +0.5%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$859K -$324K -4,941 -27%
Franklin Resources
186
Franklin Resources
California
$852K -$2.69K -41 -0.3%
WG
187
Winton Group
United Kingdom
$813K -$7.12M -108,615 -90%
MFGM
188
Marshall Financial Group (Maryland)
Maryland
$807K +$809K +12,334 New
AC
189
Allstate Corporation
Illinois
$791K +$793K +12,091 New
WT
190
Whittier Trust
California
$782K +$713K +10,867 New
SOW
191
State of Wyoming
Wyoming
$771K +$486K +7,412 +170%
MFG
192
Merit Financial Group
Georgia
$770K +$157K +2,389 +25%
US Bancorp
193
US Bancorp
Minnesota
$769K -$47.5K -725 -6%
Pictet Asset Management
194
Pictet Asset Management
Switzerland
$752K -$47.4K -723 -6%
QPW
195
Quantum Private Wealth
Florida
$740K
Truist Financial
196
Truist Financial
North Carolina
$724K +$74.9K +1,142 +12%
AAP
197
Arax Advisory Partners
Colorado
$723K +$685K +10,441 +1,726%
M&T Bank
198
M&T Bank
New York
$720K -$380K -5,803 -35%
CWP
199
Curated Wealth Partners
California
$720K -$79.7K -1,216 -10%
KWM
200
Kingsview Wealth Management
Oregon
$718K +$719K +10,973 New