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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
176
Raymond James Financial Services Advisors
Florida
$237K +$294K +7,012 New
SPIA
177
Steward Partners Investment Advisory
New York
$235K +$37.1K +886 +15%
PFA
178
Peak Financial Advisors
Colorado
$234K -$52.2K -1,246 -15%
MML Investors Services
179
MML Investors Services
Massachusetts
$232K +$7.2K +172 +3%
DADC
180
D.A. Davidson & Co
Montana
$225K +$16.9K +403 +6%
Vanguard Personalized Indexing Management
181
Vanguard Personalized Indexing Management
California
$225K +$32.7K +780 +13%
CI
182
CX Institutional
Indiana
$217K +$94.5K +2,258 +54%
HWMA
183
Heritage Wealth Management (Arizona)
Arizona
$216K +$24.2K +577 +10%
SAM
184
Shell Asset Management
Netherlands
$211K -$68.9K -1,646 -21%
CIAS
185
Capital Investment Advisory Services
North Carolina
$211K -$3.94K -94 -1%
Two Sigma Advisers
186
Two Sigma Advisers
New York
$203K -$117K -2,800 -32%
RCA
187
Riverview Capital Advisers
Massachusetts
$202K
MAM
188
Meeder Asset Management
Ohio
$196K -$586 -14 -0.2%
TRCT
189
Tower Research Capital (TRC)
New York
$193K +$148K +3,539 +162%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$169K +$13.2K +316 +7%
Citigroup
191
Citigroup
New York
$166K -$102K -2,431 -33%
AIP
192
Ameritas Investment Partners
Nebraska
$162K
Walleye Trading
193
Walleye Trading
New York
$132K +$163K +3,901 New
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$132K
C
195
Covestor
United Kingdom
$113K +$50.9K +1,216 +57%
NICM
196
Neo Ivy Capital Management
New York
$96K +$119K +2,836 New
EWA
197
EverSource Wealth Advisors
Alabama
$75K -$4.44K -106 -5%
Allspring Global Investments
198
Allspring Global Investments
North Carolina
$73K -$13.2K -315 -13%
EW
199
Evoke Wealth
California
$56K
S
200
SignatureFD
Georgia
$43K +$38.4K +918 +265%