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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$10K
ER
202
Enlightenment Research
Florida
$10K +$12.7K +300 New
FHA
203
First Horizon Advisors
Tennessee
$8K +$3.95K +93 +56%
EWM
204
Edge Wealth Management
New York
$7K
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$6K -$193K -4,552 -97%
QI
206
QS Investors
New York
$6K
PCIA
207
Prime Capital Investment Advisors
Kansas
$6K +$7.3K +172 New
W
208
WealthOne
New York
$4K +$4.59K +108 New
MNBTD
209
Moody National Bank Trust Division
Texas
$4K +$5.05K +119 New
CG
210
Cutler Group
California
$4K +$5.22K +123 New
APA
211
American Portfolios Advisors
New York
$3.44K
IA
212
IFP Advisors
Florida
$3K -$13.8K -325 -79%
SMFS
213
Squar Milner Financial Services
California
$3K -$1.95K -46 -37%
AWM
214
AllSquare Wealth Management
New York
$3K
FHA
215
Flagship Harbor Advisors
Massachusetts
$2K -$212 -5 -8%
MA
216
MCF Advisors
Kentucky
$2K
LPWM
217
Lake Point Wealth Management
Texas
$2K +$2.97K +70 New
JCM
218
Julex Capital Management
Massachusetts
$2K +$3.44K +81 New
PMFA
219
Plante Moran Financial Advisors
Michigan
$1K
Robeco Institutional Asset Management
220
Robeco Institutional Asset Management
Netherlands
-$45.1M -822,823 Closed
ACL
221
Azora Capital LP
Florida
-$8.12M -148,187 Closed
Fuller & Thaler Asset Management
222
Fuller & Thaler Asset Management
California
-$5.35M -97,679 Closed
LCM
223
Laurion Capital Management
New York
-$4.87M -88,845 Closed
Point72 Asset Management
224
Point72 Asset Management
Connecticut
-$4.77M -87,000 Closed
Jane Street
225
Jane Street
New York
-$3.21M -58,641 Closed