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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$409K +$10.4K +192 +3%
ATC
177
Argent Trust Co
Tennessee
$406K +$30.8K +570 +9%
DADC
178
D.A. Davidson & Co
Montana
$401K
AIP
179
Ameritas Investment Partners
Nebraska
$394K +$13.9K +257 +4%
MML Investors Services
180
MML Investors Services
Massachusetts
$384K -$67.3K -1,245 -16%
CIAS
181
Capital Investment Advisory Services
North Carolina
$383K +$324 +6 +0.1%
AG
182
Algert Global
California
$382K +$363K +6,711 New
ECM
183
Everence Capital Management
Indiana
$377K
FNA
184
First National Advisers
Nebraska
$369K +$31.8K +589 +10%
Vanguard Personalized Indexing Management
185
Vanguard Personalized Indexing Management
California
$363K +$10.4K +193 +3%
AT
186
Arden Trust
Delaware
$357K -$4.11K -76 -1%
ORC
187
O'Rourke & Company
Massachusetts
$352K +$757 +14 +0.2%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$346K -$65.3K -1,208 -17%
Balyasny Asset Management
189
Balyasny Asset Management
Illinois
$345K -$14M -258,555 -98%
KWM
190
Kolinsky Wealth Management
New Jersey
$343K +$324 +6 +0.1%
Cerity Partners
191
Cerity Partners
New York
$343K -$407K -7,529 -56%
SG Americas Securities
192
SG Americas Securities
New York
$342K +$97.5K +1,804 +43%
RCA
193
Riverview Capital Advisers
Massachusetts
$340K
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
$336K +$319K +5,910 New
Creative Planning
195
Creative Planning
Kansas
$334K -$19.2K -355 -6%
Truist Financial
196
Truist Financial
North Carolina
$328K -$10.8K -200 -3%
CA
197
Clearstead Advisors
Ohio
$317K +$301K +5,570 New
PAG
198
Private Advisor Group
New Jersey
$287K +$23.5K +435 +9%
EH
199
Equitable Holdings
New York
$262K
SO
200
STRS Ohio
Ohio
$262K +$86.5K +1,600 +53%