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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Edge Wealth Management
New York
$8K
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$8K +$855 +20 +12%
QI
203
QS Investors
New York
$7K
SMFS
204
Squar Milner Financial Services
California
$7K +$4.79K +112 +140%
APA
205
American Portfolios Advisors
New York
$4.16K
AWM
206
AllSquare Wealth Management
New York
$4K
MA
207
MCF Advisors
Kentucky
$3K
LPWM
208
Lake Point Wealth Management
Texas
$2K
FHA
209
Flagship Harbor Advisors
Massachusetts
$2K +$85 +2 +3%
WEC
210
Winslow Evans & Crocker
Massachusetts
$2K +$513 +12 New
NFG
211
Next Financial Group
Texas
$2K +$1.62K +38 New
NFH
212
NEXT Financial Holdings
Texas
$2K +$1.62K +38 New
PMFA
213
Plante Moran Financial Advisors
Michigan
$1K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$1K +$641 +15 New
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$769 +18 New
GWS
216
Glassman Wealth Services
Virginia
$1K +$1.03K +24 +343%
CF
217
CNA Financial
Illinois
-$7.51M -218,337 Closed
MCM
218
Maltese Capital Management
New York
-$5.33M -155,000 Closed
GLA
219
Great Lakes Advisors
Illinois
-$4.9M -142,457 Closed
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
-$3.19M -92,868 Closed
IP
221
Interval Partners
New York
-$2.97M -86,414 Closed
OAM
222
Origin Asset Management
United Kingdom
-$2.15M -62,400 Closed
Arrowstreet Capital
223
Arrowstreet Capital
Massachusetts
-$2.1M -61,100 Closed
BIM
224
Bogle Investment Management
Massachusetts
-$1.94M -56,363 Closed
VIA
225
Vident Investment Advisory
Georgia
-$1.54M -44,790 Closed