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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$491K +$15.2K +236 +3%
DADC
202
D.A. Davidson & Co
Montana
$483K
FNA
203
First National Advisers
Nebraska
$483K +$36.3K +562 +9%
Vanguard Personalized Indexing Management
204
Vanguard Personalized Indexing Management
California
$476K +$35.8K +554 +9%
LCWP
205
Legacy Capital Wealth Partners
Arkansas
$465K +$438K +6,781 New
Truist Financial
206
Truist Financial
North Carolina
$464K +$65.7K +1,017 +18%
PAG
207
Private Advisor Group
New Jersey
$452K +$99.7K +1,544 +31%
CIAS
208
Capital Investment Advisory Services
North Carolina
$448K -$12.7K -196 -3%
ORC
209
O'Rourke & Company
Massachusetts
$445K +$19K +294 +5%
VWM
210
Venturi Wealth Management
Texas
$441K +$143K +2,213 +52%
QT
211
Quantbot Technologies
New York
$432K -$679K -10,517 -63%
NC
212
nVerses Capital
Florida
$432K +$213K +3,300 +110%
KWM
213
Kolinsky Wealth Management
New Jersey
$415K +$775 +12 +0.2%
SO
214
STRS Ohio
Ohio
$411K +$90.4K +1,400 +30%
RCA
215
Riverview Capital Advisers
Massachusetts
$410K
Creative Planning
216
Creative Planning
Kansas
$397K -$4.65K -72 -1%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$394K -$21.9K -340 -6%
TCM
218
Teza Capital Management
Illinois
$393K -$103K -1,603 -22%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$374K +$84.3K +1,306 +31%
Acadian Asset Management
220
Acadian Asset Management
Massachusetts
$372K +$351K +5,441 New
BWP
221
Baldwin Wealth Partners
Massachusetts
$357K +$333K +5,156 +9,548%
SG Americas Securities
222
SG Americas Securities
New York
$340K -$67.3K -1,043 -17%
Corient Private Wealth
223
Corient Private Wealth
Florida
$334K +$315K +4,878 New
PTC
224
Petrus Trust Company
Texas
$331K +$312K +4,836 New
X
225
Xponance
Pennsylvania
$318K +$8.91K +138 +3%