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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
176
Capital Investment Advisory Services
North Carolina
$221K -$20K -494 -8%
KWM
177
Kolinsky Wealth Management
New Jersey
$215K +$228K +5,610 New
ORC
178
O'Rourke & Company
Massachusetts
$209K +$221K +5,438 New
MAM
179
Martingale Asset Management
Massachusetts
$204K -$195K -4,812 -48%
SAM
180
Shell Asset Management
Netherlands
$197K -$44.4K -1,093 -18%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$192K +$203 +5 +0.1%
Citigroup
182
Citigroup
New York
$166K -$24.1K -594 -12%
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$149K
GMA
184
Glassy Mountain Advisors
Maryland
$115K +$122K +3,000 New
C
185
Covestor
United Kingdom
$94K -$36.4K -898 -27%
Citadel Advisors
186
Citadel Advisors
Florida
$92.2K -$4.7M -115,740 -98%
Allspring Global Investments
187
Allspring Global Investments
North Carolina
$82K -$1.91K -47 -2%
BAM
188
Belpointe Asset Management
Nevada
$69.1K +$73.1K +1,800 New
S
189
SignatureFD
Georgia
$67.3K +$19.8K +489 +39%
TWM
190
Tradition Wealth Management
Minnesota
$46K
FHA
191
First Horizon Advisors
Tennessee
$42.2K +$2.03K +50 +5%
EWA
192
EverSource Wealth Advisors
Alabama
$40.1K -$47.3K -1,165 -53%
ETC
193
Exchange Traded Concepts
Oklahoma
$39.5K -$2.44K -60 -6%
UB
194
UMB Bank
Missouri
$34K -$771 -19 -2%
EBA
195
Eagle Bay Advisors
New York
$30K
QCG
196
Quadrant Capital Group
Ohio
$29.5K +$26.8K +660 +606%
CSB
197
City State Bank
Iowa
$29K
Amundi
198
Amundi
France
$24.8K
PTC
199
Private Trust Company
Ohio
$24K -$528 -13 -2%
AssetMark Inc
200
AssetMark Inc
California
$22.8K +$4.55K +112 +23%