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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
A
201
AlphaQuest
New York
$587K -$1.27M -22,649 -71%
CWM
202
CIBC World Markets
New York
$571K -$366K -6,519 -42%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$568K +$81.3K +1,449 +19%
CWP
204
Curated Wealth Partners
California
$562K +$6.45K +115 +1%
QCM
205
Quantinno Capital Management
New York
$550K +$146K +2,601 +42%
PFA
206
Peak Financial Advisors
Colorado
$549K +$13.9K +247 +3%
Universal-Beteiligungs- und Servicegesellschaft
207
Universal-Beteiligungs- und Servicegesellschaft
Germany
$547K -$29.4K -524 -6%
WB
208
WesBanco Bank
West Virginia
$543K
FNA
209
First National Advisers
Nebraska
$518K +$27.6K +491 +6%
MML Investors Services
210
MML Investors Services
Massachusetts
$518K +$25.9K +462 +6%
P
211
Pitcairn
Pennsylvania
$515K -$85.8K -1,528 -16%
Aviva
212
Aviva
United Kingdom
$505K +$77.1K +1,373 +20%
BAM
213
Blueshift Asset Management
New Jersey
$492K +$443K +7,895 New
American Century Companies
214
American Century Companies
Missouri
$491K +$443K +7,885 New
AWM
215
Apollon Wealth Management
South Carolina
$480K -$32.8K -585 -7%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$477K
AIP
217
Ameritas Investment Partners
Nebraska
$473K +$21.5K +383 +5%
DW30
218
Drucker Wealth 3.0
New Jersey
$467K +$384K +6,846 New
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$460K +$26.1K +465 +7%
Corient Private Wealth
220
Corient Private Wealth
Florida
$456K +$410K +7,314 New
WIA
221
World Investment Advisors
California
$453K +$408K +7,268 New
PMAM
222
Picton Mahoney Asset Management
Ontario, Canada
$446K +$5.33K +95 +1%
TPI
223
Trust Point Inc
Wisconsin
$429K -$260K -4,635 -40%
DADC
224
D.A. Davidson & Co
Montana
$422K
KeyBank National Association
225
KeyBank National Association
Ohio
$416K +$151K +2,694 +68%