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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
176
D.A. Davidson & Co
Montana
$302K
PFA
177
Peak Financial Advisors
Colorado
$294K +$4.87K +122 +2%
KWM
178
Kolinsky Wealth Management
New Jersey
$279K +$15.7K +394 +7%
CIA
179
Capital Impact Advisors
Massachusetts
$276K -$71K -1,780 -23%
Allianz Asset Management
180
Allianz Asset Management
Germany
$274K +$241K +6,035 New
RCA
181
Riverview Capital Advisers
Massachusetts
$271K
CC
182
Centiva Capital
New York
$263K +$232K +5,805 New
CIAS
183
Capital Investment Advisory Services
North Carolina
$261K +$239 +6 +0.1%
ORC
184
O'Rourke & Company
Massachusetts
$255K +$14.9K +373 +7%
AIP
185
Ameritas Investment Partners
Nebraska
$250K +$16.8K +420 +8%
AT
186
Arden Trust
Delaware
$246K +$217K +5,426 New
Truist Financial
187
Truist Financial
North Carolina
$245K +$7.58K +190 +4%
JFG
188
Jefferies Financial Group
New York
$245K +$216K +5,405 New
M&T Bank
189
M&T Bank
New York
$243K +$214K +5,373 New
RJT
190
Raymond James Trust
Florida
$243K +$215K +5,377 New
SAM
191
Shell Asset Management
Netherlands
$231K -$1.16K -29 -0.6%
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$229K -$251K -6,298 -55%
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$225K +$198K +4,970 New
RJFSA
194
Raymond James Financial Services Advisors
Florida
$222K +$195K +4,893 New
TSS
195
Two Sigma Securities
New York
$220K +$193K +4,844 New
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$219K -$90.8K -2,276 -32%
KBC Group
197
KBC Group
Belgium
$218K +$192K +4,799 New
SCA
198
Snowden Capital Advisors
New York
$216K +$190K +4,771 New
FRM
199
Fox Run Management
Connecticut
$215K +$190K +4,750 New
IWC
200
Integrated Wealth Concepts
Massachusetts
$213K +$187K +4,689 New