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Flexible Solutions
FSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Renaissance Technologies
1
Renaissance Technologies
New York
USD 2.2 M -USD 70 k -11,194 -3%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
USD 1.88 M +USD 24.8 k +3,962 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
USD 640 k +USD 24 k +3,836 +4%
North Star Investment Management
4
North Star Investment Management
Illinois
USD 599 k – – –
BCM
5
Beartown Capital Management
Michigan
USD 498 k – – –
Regal Investment Advisors
6
Regal Investment Advisors
Michigan
USD 288 k – – –
Citadel Advisors
7
Citadel Advisors
Florida
USD 276 k +USD 26.8 k +4,277 +11%
Sentinus LLC
8
Sentinus LLC
Illinois
USD 202 k +USD 72.6 k +11,600 +62%
Essex Investment Management
9
Essex Investment Management
Massachusetts
USD 174 k -USD 450 -72 -0.3%
BlackRock
10
BlackRock
New York
USD 168 k +USD 34.2 k +5,464 +28%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
USD 122 k -USD 7.08 k -1,132 -6%
James Investment Research
12
James Investment Research
Ohio
USD 122 k – – –
Crestwood Advisors Group
13
Crestwood Advisors Group
Massachusetts
USD 102 k -USD 61.8 k -9,889 -39%
Quantinno Capital Management
14
Quantinno Capital Management
New York
USD 102 k -USD 61.8 k -9,889 -39%
SSWM
15
Strait & Sound Wealth Management
California
USD 94.8 k – – –
XTX Topco
16
XTX Topco
Cayman Islands
USD 74.8 k -USD 12.1 k -1,935 -15%
Vanguard Fiduciary Trust
17
Vanguard Fiduciary Trust
Pennsylvania
USD 44.7 k – – –
C
18
Covestor
United Kingdom
USD 41 k – – –
FCMT
19
Founders Capital Management (Texas)
Texas
USD 40 k – – –
Federation des caisses Desjardins du Quebec
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 16.2 k – – –
Morgan Stanley
21
Morgan Stanley
New York
USD 8.95 k -USD 976 -156 -10%
Wells Fargo
22
Wells Fargo
California
USD 8.29 k – – –
JP Morgan Chase
23
JP Morgan Chase
New York
USD 5.41 k +USD 100 +16 +2%
1NWS
24
1 North Wealth Services
Maryland
USD 4.66 k – – –
Osaic Holdings
25
Osaic Holdings
Arizona
USD 2.66 k – – –
1
2