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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
FF
201
FourThought Financial
Florida
$42K +$22.4K +534 +74%
TWM
202
Tradition Wealth Management
Minnesota
$40K +$50K +1,194 New
WWM
203
Wolff Wiese Magana
California
$39K +$14.6K +348 +43%
ETC
204
Exchange Traded Concepts
Oklahoma
$37K +$11.9K +285 +35%
FHA
205
First Horizon Advisors
Tennessee
$35K
HPC
206
HM Payson & Co
Maine
$31K
UB
207
UMB Bank
Missouri
$30K -$25.1K -599 -40%
WFA
208
Wipfli Financial Advisors
Wisconsin
$29K +$35.6K +851 New
APA
209
American Portfolios Advisors
New York
$27K +$12.6K +300 +60%
EBA
210
Eagle Bay Advisors
New York
$26K +$9.25K +221 +39%
CWM
211
Castle Wealth Management
Florida
$26K +$10.3K +246 +48%
CSB
212
City State Bank
Iowa
$25K -$18.8K -450 -38%
Amundi
213
Amundi
France
$22K -$8.37K -200 -24%
PTC
214
Private Trust Company
Ohio
$21K +$419 +10 +2%
Mitsubishi UFJ Trust & Banking
215
Mitsubishi UFJ Trust & Banking
Japan
$20K +$24.4K +583 New
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$16K +$1.59K +38 +9%
AssetMark Inc
217
AssetMark Inc
California
$16K +$20.1K +480 +24,000%
IA
218
IFP Advisors
Florida
$13K +$42 +1 +0.5%
WT
219
Whittier Trust
California
$13K +$15.7K +374 New
Nomura Asset Management
220
Nomura Asset Management
Japan
$12.8K
TWA
221
TCI Wealth Advisors
Arizona
$9K +$11.3K +270 New
LC
222
Lindbrook Capital
California
$8K +$2.26K +54 +31%
PA
223
Parallel Advisors
California
$8K +$5.74K +137 +149%
QCG
224
Quadrant Capital Group
Ohio
$4K -$5.15K -123 -53%
HR
225
Howe & Rusling
New York
$4K -$1.68K -40 -24%