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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$647K +$77.2K +1,067 +14%
WB
202
WesBanco Bank
West Virginia
$643K -$79.6K -1,100 -11%
CWP
203
Curated Wealth Partners
California
$636K -$796 -11 -0.1%
AWM
204
Apollon Wealth Management
South Carolina
$622K -$15.6K -216 -3%
Envestnet Portfolio Solutions
205
Envestnet Portfolio Solutions
Illinois
$621K +$2.24K +31 +0.4%
PFA
206
Peak Financial Advisors
Colorado
$618K -$9.7K -134 -2%
Mariner
207
Mariner
Kansas
$604K +$4.41K +61 +0.8%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$589K +$181K +2,508 +46%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$565K
AIP
210
Ameritas Investment Partners
Nebraska
$546K +$16.9K +234 +3%
Jane Street
211
Jane Street
New York
$542K -$5.89M -81,408 -92%
Vanguard Personalized Indexing Management
212
Vanguard Personalized Indexing Management
California
$516K +$2.53K +35 +0.5%
Franklin Resources
213
Franklin Resources
California
$508K +$214K +2,959 +76%
DFCM
214
Dark Forest Capital Management
Puerto Rico
$508K +$497K +6,871 New
MML Investors Services
215
MML Investors Services
Massachusetts
$504K -$61.6K -851 -11%
ORC
216
O'Rourke & Company
Massachusetts
$503K +$23.4K +323 +5%
ECM
217
Everence Capital Management
Indiana
$501K -$192K -2,660 -28%
DADC
218
D.A. Davidson & Co
Montana
$500K -$21K -290 -4%
CWM
219
CIBC World Markets
New York
$489K +$479K +6,613 New
Truist Financial
220
Truist Financial
North Carolina
$471K -$29K -401 -6%
CIAS
221
Capital Investment Advisory Services
North Carolina
$467K -$16.4K -227 -3%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$465K +$39.5K +546 +10%
KWM
223
Kolinsky Wealth Management
New Jersey
$447K
FB
224
Fulton Bank
Pennsylvania
$446K +$219K +3,027 +100%
RCA
225
Riverview Capital Advisers
Massachusetts
$442K