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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
176
Redhawk Wealth Advisors
Minnesota
$13K +$13.4K +370 New
RFA
177
Reilly Financial Advisors
California
$11K
ASN
178
Advisory Services Network
Georgia
$10K
PAM
179
Panagora Asset Management
Massachusetts
$9K
FHA
180
First Horizon Advisors
Tennessee
$9K +$109 +3 +1%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$7K -$95.3K -2,636 -93%
EWM
182
Edge Wealth Management
New York
$7K
APA
183
American Portfolios Advisors
New York
$6.99K +$3.62K +100 +100%
QI
184
QS Investors
New York
$6K
CIAS
185
Capital Investment Advisory Services
North Carolina
$6K +$6.69K +185 New
CFN
186
Cordasco Financial Network
Florida
$5K +$4.88K +135 New
SMFS
187
Squar Milner Financial Services
California
$4K -$3.07K -85 -44%
LPWM
188
Lake Point Wealth Management
Texas
$2K
FHA
189
Flagship Harbor Advisors
Massachusetts
$2K +$36 +1 +2%
GWMIA
190
Global Wealth Management Investment Advisory
Florida
$2K +$1.66K +46 New
NFG
191
Next Financial Group
Texas
$1K
PMFA
192
Plante Moran Financial Advisors
Michigan
$1K
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$72 +2 +11%
APC
194
Aspire Private Capital
North Carolina
$1K +$615 +17 New
CI
195
CX Institutional
Indiana
$1K +$723 +20 New
HCM
196
Highline Capital Management
New York
-$45.2M -1,086,935 Closed
Marshall Wace
197
Marshall Wace
United Kingdom
-$17.3M -416,538 Closed
AL
198
AJO LP
Pennsylvania
-$6.25M -150,263 Closed
SVC
199
Strycker View Capital
New York
-$4.6M -110,500 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
-$4.42M -106,344 Closed