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AVTA

Avantax, Inc. Common Stock

Delisted

AVTA was delisted on the 27th of November, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$33K +$53.5K +2,776 New
MOACM
127
Mutual of America Capital Management
New York
$26K +$7.89K +409 +23%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$21K -$138K -7,150 -79%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$21K -$21.6K -1,119 -39%
LIA
130
LS Investment Advisors
Michigan
$17K
QT
131
Quantbot Technologies
New York
$14K +$23.8K +1,232 New
GRP
132
Global Retirement Partners
California
$12K +$463 +24 +2%
VCM
133
Versant Capital Management
Arizona
$8K +$7.85K +407 +131%
SWA
134
Sutton Wealth Advisors
Florida
$7.93K -$1.29K -67 -9%
ME
135
McIlrath & Eck
Washington
$5K
KPW
136
Kore Private Wealth
New York
$5K +$7.71K +400 New
PCMK
137
Paragon Capital Management (Kansas)
Kansas
$5K +$7.71K +400 New
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.25K -$106K -5,471 -95%
BAM
139
Barrett Asset Management
New York
$2K
MAM
140
Meeder Asset Management
Ohio
$2K
OPS
141
Orion Portfolio Solutions
Nebraska
$2K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$2K
TFO
143
Tarbox Family Office
California
$1K -$1.33K -69 -62%
PCG
144
Private Capital Group
Connecticut
$1K -$77 -4 -4%
IWP
145
IAG Wealth Partners
Wisconsin
$1K
AF
146
Advisornet Financial
Minnesota
$1K +$1.93K +100 +2,000%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$2.12K +110 New
RE
148
RBC Europe
United Kingdom
$362
HAM
149
Hillcrest Asset Management
Texas
-$9.55M -365,287 Closed
ACL
150
Azora Capital LP
Florida
-$5.94M -227,205 Closed