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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
VI
201
Versor Investments
New York
$275K +$230K +4,901 New
RJFSA
202
Raymond James Financial Services Advisors
Florida
$268K -$54.3K -1,155 -19%
AAM
203
Advisors Asset Management
Colorado
$263K -$3.76K -80 -2%
KIA
204
KLR Investment Advisors
Rhode Island
$262K +$219K +4,665 New
DA
205
Duality Advisers
Florida
$256K -$1.17M -24,967 -85%
IWC
206
Integrated Wealth Concepts
Massachusetts
$256K -$6.25K -133 -3%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$255K -$7.61K -162 -3%
TW
208
TritonPoint Wealth
Maryland
$252K +$211K +4,492 New
FA
209
FDx Advisors
Illinois
$252K -$3.05K -65 -1%
SO
210
STRS Ohio
Ohio
$252K +$42.3K +900 +25%
SCA
211
Snowden Capital Advisors
New York
$248K -$12.5K -266 -6%
CGH
212
Crossmark Global Holdings
Texas
$246K +$206K +4,383 New
RJT
213
Raymond James Trust
Florida
$242K -$9.96K -212 -5%
SRL
214
Scientech Research LLC
New Jersey
$240K +$201K +4,280 New
PA
215
Profund Advisors
Maryland
$239K +$200K +4,258 New
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$237K +$199K +4,228 New
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$237K +$198K +4,223 New
X
218
Xponance
Pennsylvania
$228K +$191K +4,063 New
Franklin Resources
219
Franklin Resources
California
$227K +$190K +4,037 New
BAM
220
Blueshift Asset Management
New Jersey
$218K +$182K +3,876 New
SAM
221
Shell Asset Management
Netherlands
$216K -$54.7K -1,165 -23%
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$216K
ATC
223
Argent Trust Co
Tennessee
$216K +$181K +3,845 New
CAN
224
Cetera Advisor Networks
California
$212K +$177K +3,774 New
CC
225
Centiva Capital
New York
$211K +$177K +3,757 New