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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CC
201
Cipher Capital
New York
$357K +$344K +6,294 New
Creative Planning
202
Creative Planning
Kansas
$354K +$8.79K +161 +3%
Vanguard Personalized Indexing Management
203
Vanguard Personalized Indexing Management
California
$352K +$42.5K +779 +14%
ORC
204
O'Rourke & Company
Massachusetts
$351K +$29.3K +537 +10%
NRD
205
Nebula Research & Development
New York
$349K -$268K -4,904 -44%
Allianz Asset Management
206
Allianz Asset Management
Germany
$347K -$41.7K -764 -11%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$344K -$3.75M -68,693 -92%
KWM
208
Kolinsky Wealth Management
New Jersey
$343K -$1.26K -23 -0.4%
RCA
209
Riverview Capital Advisers
Massachusetts
$339K
Truist Financial
210
Truist Financial
North Carolina
$338K +$3.77K +69 +1%
FNA
211
First National Advisers
Nebraska
$335K +$322K +5,900 New
JFG
212
Jefferies Financial Group
New York
$324K -$137K -2,512 -31%
KIA
213
KLR Investment Advisors
Rhode Island
$318K +$71K +1,301 +28%
ET
214
Entropy Technologies
New York
$312K +$21.7K +397 +8%
CC
215
Centiva Capital
New York
$296K +$79.3K +1,453 +39%
WSTAM
216
Wilbanks Smith & Thomas Asset Management
Virginia
$282K +$109 +2 +0%
HWMA
217
Heritage Wealth Management (Arizona)
Arizona
$271K -$8.41K -154 -3%
PAG
218
Private Advisor Group
New Jersey
$262K +$252K +4,615 New
EH
219
Equitable Holdings
New York
$261K +$251K +4,600 New
CGH
220
Crossmark Global Holdings
Texas
$260K +$11.3K +206 +5%
IWC
221
Integrated Wealth Concepts
Massachusetts
$258K -$928 -17 -0.4%
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$255K -$2.68K -49 -1%
TW
223
TritonPoint Wealth
Maryland
$252K
XT
224
XTX Topco
Cayman Islands
$251K +$241K +4,414 New
Osaic Holdings
225
Osaic Holdings
Arizona
$249K -$1.58M -28,904 -87%