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Definitive Healthcare

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$1.08K +$1.26K +98 New
SWM
127
Spire Wealth Management
Virginia
$1K
S
128
SignatureFD
Georgia
$824 -$758 -59 -44%
TPCW
129
TD Private Client Wealth
New York
$681
AF
130
Allworth Financial
California
$626 +$604 +47 +470%
EI
131
Ellevest Inc
New York
$506 +$591 +46 New
CPG
132
Cornerstone Planning Group
New Jersey
$309 +$347 +27 New
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$253 +$296 +23 New
NA
134
NewEdge Advisors
Louisiana
$242 +$411 +32 New
Neuberger Berman Group
135
Neuberger Berman Group
New York
-$36.5M -2,347,829 Closed
PIMC
136
Praesidium Investment Management Company
New York
-$13.9M -892,239 Closed
ECM
137
Element Capital Management
New York
-$6.12M -393,663 Closed
CCM
138
CAAS Capital Management
New York
-$2.57M -165,457 Closed
First Trust Advisors
139
First Trust Advisors
Illinois
-$2.27M -146,317 Closed
GKFF
140
George Kaiser Family Foundation
Oklahoma
-$638K -41,041 Closed
DTL
141
Dynamic Technology Lab
Singapore
-$573K -36,869 Closed
UBS AM
142
UBS AM
Illinois
-$480K -30,862 Closed
Principal Financial Group
143
Principal Financial Group
Iowa
-$385K -24,794 Closed
GCP
144
GSA Capital Partners
United Kingdom
-$321K -20,683 Closed
Holocene Advisors
145
Holocene Advisors
New York
-$266K -17,091 Closed
Wellington Management Group
146
Wellington Management Group
Massachusetts
-$190K -12,228 Closed
Two Sigma Investments
147
Two Sigma Investments
New York
-$172K -11,081 Closed
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
-$53K -3,400 Closed
TWM
149
Tradition Wealth Management
Minnesota
-$19K -1,251 Closed
Bessemer Group
150
Bessemer Group
New Jersey
-$12K -781 Closed