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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$696K +$45.7K +703 +6%
ICP
202
Impact Capital Partners
Colorado
$670K +$39.4K +606 +5%
ProShare Advisors
203
ProShare Advisors
Maryland
$659K -$187K -2,873 -20%
QPW
204
Quantum Private Wealth
Florida
$645K
GWM
205
Geneos Wealth Management
Colorado
$636K
Teacher Retirement System of Texas
206
Teacher Retirement System of Texas
Texas
$628K -$1.7M -26,177 -70%
SWA
207
Strata Wealth Advisors
Texas
$625K -$28.4K -437 -4%
MSRPS
208
Maryland State Retirement & Pension System
Maryland
$615K -$7.87K -121 -1%
FNA
209
First National Advisers
Nebraska
$578K +$118K +1,818 +22%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$566K +$147K +2,265 +30%
Truist Financial
211
Truist Financial
North Carolina
$565K -$35.1K -540 -5%
IP
212
Indivisible Partners
Florida
$563K +$70.7K +1,087 +12%
Creative Planning
213
Creative Planning
Kansas
$554K +$134K +2,063 +27%
IWC
214
Integrated Wealth Concepts
Massachusetts
$538K +$321K +4,935 +110%
AIM
215
Advyzon Investment Management
Illinois
$537K +$88.2K +1,356 +17%
LIA
216
Limestone Investment Advisors
New York
$535K
MFG
217
Merit Financial Group
Georgia
$535K +$55.8K +859 +10%
NGA
218
Naples Global Advisors
Florida
$532K
WB
219
WesBanco Bank
West Virginia
$532K +$29.3K +450 +5%
ATC
220
Argent Trust Co
Tennessee
$493K -$70.7K -1,087 -11%
KPWS
221
Kestra Private Wealth Services
Texas
$485K +$553K +8,503 New
TPI
222
Trust Point Inc
Wisconsin
$484K -$8.13K -125 -1%
MOACM
223
Mutual of America Capital Management
New York
$483K +$715 +11 +0.1%
Capstone Investment Advisors
224
Capstone Investment Advisors
New York
$481K +$300K +4,609 +120%
PFA
225
Peak Financial Advisors
Colorado
$480K -$5.59K -86 -1%