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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CGH
201
Crossmark Global Holdings
Texas
$259K -$2.49K -46 -1%
CL
202
Choreo LLC
Illinois
$259K +$245K +4,525 New
IWC
203
Integrated Wealth Concepts
Massachusetts
$258K
X
204
Xponance
Pennsylvania
$256K +$23K +426 +10%
TW
205
TritonPoint Wealth
Maryland
$255K
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$255K -$216 -4 -0.1%
JWS
207
Juncture Wealth Strategies
Arizona
$250K -$103K -1,900 -30%
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$243K -$27.1K -502 -11%
HFO
209
Heritage Family Offices
Arizona
$243K +$231K +4,270 New
VWM
210
Venturi Wealth Management
Texas
$241K +$229K +4,230 New
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$240K
SCA
212
Snowden Capital Advisors
New York
$239K -$4.11K -76 -2%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$236K -$7.29K -135 -3%
RJT
214
Raymond James Trust
Florida
$236K -$5.08K -94 -2%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$231K -$6.75K -125 -3%
PP
216
PDT Partners
New York
$227K -$1.32M -24,342 -86%
Franklin Resources
217
Franklin Resources
California
$221K
TW
218
Trajan Wealth
Arizona
$210K -$13.7K -254 -6%
WS
219
Wedbush Securities
California
$206K -$11.7K -216 -6%
PA
220
Profund Advisors
Maryland
$203K -$8.48K -157 -4%
SQA
221
Simon Quick Advisors
New Jersey
$201K +$216 +4 +0.1%
Osaic Holdings
222
Osaic Holdings
Arizona
$194K -$53.3K -986 -22%
Walleye Capital
223
Walleye Capital
New York
$175K +$167K +3,086 New
NC
224
nVerses Capital
Florida
$171K +$81.1K +1,500 +100%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$134K +$1.84K +34 +1%