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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
HA
176
Harbor Advisors
Florida
$1.02M
VI
177
Versor Investments
New York
$1.01M +$294K +4,400 +43%
SPIA
178
Steward Partners Investment Advisory
New York
$1.01M +$8.54K +128 +0.9%
ProShare Advisors
179
ProShare Advisors
Maryland
$992K +$28.7K +430 +3%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$975K +$264K +3,954 +39%
DW30
181
Drucker Wealth 3.0
New Jersey
$952K +$2.54K +38 +0.3%
SSA
182
Sierra Summit Advisors
Nevada
$872K +$847K +12,686 New
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$839K +$86.7K +1,299 +12%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$835K +$95.6K +1,433 +13%
SCM
185
Sandler Capital Management
New York
$824K -$1.08M -16,132 -57%
CWP
186
Curated Wealth Partners
California
$822K +$171K +2,568 +27%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$792K +$53.3K +798 +7%
Squarepoint
188
Squarepoint
New York
$785K -$1.96M -29,310 -72%
Franklin Resources
189
Franklin Resources
California
$784K +$48.8K +731 +7%
SWA
190
Strata Wealth Advisors
Texas
$783K -$835K -12,506 -52%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$781K +$74.9K +1,122 +11%
QPW
192
Quantum Private Wealth
Florida
$778K -$29.2K -438 -4%
GWM
193
Geneos Wealth Management
Colorado
$767K
ICP
194
Impact Capital Partners
Colorado
$766K -$56.9K -852 -7%
LIA
195
Limestone Investment Advisors
New York
$758K
MSRPS
196
Maryland State Retirement & Pension System
Maryland
$750K +$16.2K +242 +2%
SA
197
Sanctuary Advisors
Indiana
$733K -$27.1K -406 -4%
OL
198
Odyssean LLC
Connecticut
$730K +$709K +10,618 New
CIP
199
Cornerstone Investment Partners
Georgia
$723K +$6.87K +103 +1%
Corient Private Wealth
200
Corient Private Wealth
Florida
$721K +$212K +3,182 +44%