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Alight

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
201
Turtle Creek Wealth Advisors
Texas
$4.44K +$3.84K +26 New
GI
202
GAMMA Investing
California
$3.02K +$2.51K +17 New
FFA
203
Farther Finance Advisors
California
$2.35K +$2.07K +14 New
EWP
204
Elevation Wealth Partners
California
$2.34K +$2.51K +17 New
PA
205
Parallel Advisors
California
$1.82K +$591 +4 +57%
BFPW
206
BOK Financial Private Wealth
Colorado
$1.71K +$1.48K +10 New
QCG
207
Quadrant Capital Group
Ohio
$1.49K +$1.33K +9 New
BIA
208
Bell Investment Advisors
California
$1.15K +$148 +1 +17%
PWMG
209
Private Wealth Management Group
New Jersey
$1.07K +$887 +6 New
VCM
210
Versant Capital Management
Arizona
$1.01K +$887 +6 New
BTI
211
Blue Trust Inc
Georgia
$1K +$887 +6 New
WBC
212
West Branch Capital
Massachusetts
$888
MSFP
213
Mark Sheptoff Financial Planning
Connecticut
$853
JWA
214
JFS Wealth Advisors
Pennsylvania
$563 -$739 -5 -63%
AF
215
Allworth Financial
California
$546 -$739 -5 -63%
AF
216
Advisornet Financial
Minnesota
$503 +$444 +3 New
SIC
217
SJS Investment Consulting
Ohio
$342
DPW
218
DiNuzzo Private Wealth
Pennsylvania
$214 +$148 +1 New
PIP
219
Permian Investment Partners
Texas
-$62.4M -625,480 Closed
THLTP
220
Thomas H. Lee (THL) Partners
Massachusetts
-$36.3M -256,024 Closed
BCPEMI
221
Bain Capital Public Equity Management II
Massachusetts
-$13.1M -92,498 Closed
MCM
222
Makena Capital Management
California
-$12.6M -88,991 Closed
MIM
223
Monashee Investment Management
Massachusetts
-$6.79M -47,894 Closed
BCM
224
Bridgeway Capital Management
Texas
-$5.86M -41,310 Closed
Hudson Bay Capital Management
225
Hudson Bay Capital Management
Connecticut
-$4.25M -30,000 Closed