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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
176
Piedmont Investment Advisors
North Carolina
$40K +$39K +679 New
JA
177
JOYN Advisors
Georgia
$32K -$19.5K -340 -38%
EWM
178
Edge Wealth Management
New York
$29K
IA
179
IFP Advisors
Florida
$24K -$6.32K -110 -21%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$23.9K
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$21K +$21K +366 New
RFA
182
Reilly Financial Advisors
California
$19K
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$19K +$16K +278 +556%
MBT
184
Monroe Bank & Trust
Michigan
$17K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$14K
CTC
186
Central Trust Company
Missouri
$14K +$14.1K +245 New
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$13K
Loomis, Sayles & Company
188
Loomis, Sayles & Company
Massachusetts
$9K -$862 -15 -9%
QI
189
QS Investors
New York
$9K
FHA
190
First Horizon Advisors
Tennessee
$9K +$9.19K +160 New
LF
191
Lee Financial
Texas
$8K
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$7K
SMFS
193
Squar Milner Financial Services
California
$7K +$7.24K +126 New
CCA
194
Catalyst Capital Advisors
New York
$6K +$1.44K +25 +35%
AWM
195
AllSquare Wealth Management
New York
$6K +$5.75K +100 New
APA
196
American Portfolios Advisors
New York
$5.87K +$5.75K +100 New
FRA
197
Front Row Advisors
California
$5K
Parallax Volatility Advisers
198
Parallax Volatility Advisers
California
$4K
FHA
199
Flagship Harbor Advisors
Massachusetts
$3K +$3.56K +62 New
PMFA
200
Plante Moran Financial Advisors
Michigan
$2K