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Beneficient

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$1.37M +$2.38M +72,988 +1,881%
HIP
2
Hatteras Investment Partners
North Carolina
$1.25M +$33 +1 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.5K +$88K +2,702 +175%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29K +$53.6K +1,644 New
UBS Group
5
UBS Group
Switzerland
$25.7K +$46.9K +1,440 +14,400%
BlackRock
6
BlackRock
New York
$24.1K +$33 +1 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$23.5K +$4.92K +151 +13%
Stifel Financial
8
Stifel Financial
Missouri
$22.6K +$34K +1,044 +452%
TRCT
9
Tower Research Capital (TRC)
New York
$10.4K +$13.8K +423 +263%
NFSG
10
Newbridge Financial Services Group
Florida
$670 -$33 -1 -3%
Bank of America
11
Bank of America
North Carolina
$32 +$33 +1 +100%
JP Morgan Chase
12
JP Morgan Chase
New York
$7
Millennium Management
13
Millennium Management
New York
-$17.6K -409 Closed
Northern Trust
14
Northern Trust
Illinois
-$10.9K -253 Closed
AFP
15
Ausdal Financial Partners
Iowa
-$6.55K -153 Closed
HWM
16
HFG Wealth Management
Texas
-$5.32K -124 Closed
Jane Street
17
Jane Street
New York
-$4.64K -108 Closed
XT
18
XTX Topco
Cayman Islands
-$2.52K -59 Closed
MSAM
19
Moloney Securities Asset Management
Missouri
-$2K -47 Closed
State Street
20
State Street
Massachusetts
-$1.65K -38 Closed
Victory Capital Management
21
Victory Capital Management
Texas
-$1.17K -27 Closed
Wells Fargo
22
Wells Fargo
California
-$36 -1 Closed