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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$720K +$26.6K +398 +4%
Truist Financial
202
Truist Financial
North Carolina
$719K -$12K -180 -2%
I
203
INVST
Indiana
$701K -$53.3K -798 -7%
ATC
204
Argent Trust Co
Tennessee
$669K -$238K -3,563 -27%
NGA
205
Naples Global Advisors
Florida
$642K -$18.7K -280 -3%
WB
206
WesBanco Bank
West Virginia
$611K +$12K +180 +2%
IP
207
Indivisible Partners
Florida
$604K +$586K +8,782 New
TPI
208
Trust Point Inc
Wisconsin
$592K -$3.67K -55 -0.6%
MFG
209
Merit Financial Group
Georgia
$586K +$178K +2,674 +46%
Osaic Holdings
210
Osaic Holdings
Arizona
$585K -$339K -5,083 -37%
PFA
211
Peak Financial Advisors
Colorado
$585K -$18.2K -272 -3%
MOACM
212
Mutual of America Capital Management
New York
$581K +$9.88K +148 +2%
FNA
213
First National Advisers
Nebraska
$572K -$26.5K -397 -5%
AIM
214
Advyzon Investment Management
Illinois
$554K +$538K +8,066 New
A
215
AlphaQuest
New York
$527K -$2.34M -35,118 -82%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$527K -$26.6K -398 -5%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$526K
Creative Planning
218
Creative Planning
Kansas
$526K -$667 -10 -0.1%
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$521K -$33.3K -499 -6%
Aviva
220
Aviva
United Kingdom
$513K +$59.3K +888 +13%
IFG
221
Independent Financial Group
California
$513K +$498K +7,461 New
XT
222
XTX Topco
Cayman Islands
$503K -$93K -1,393 -16%
KeyBank National Association
223
KeyBank National Association
Ohio
$498K +$36.8K +552 +8%
AWM
224
Apollon Wealth Management
South Carolina
$497K -$734 -11 -0.2%
DCM
225
DGS Capital Management
New Jersey
$475K +$155K +2,329 +51%