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Driven Brands

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
176
Rothschild Investment LLC
Illinois
$1.27K +$1.12K +85 +1,417%
EWP
177
Elevation Wealth Partners
California
$1.23K – – –
BFS
178
Bare Financial Services
Pennsylvania
$1.19K -$79 -6 -7%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$1.1K – – –
ZBNA
180
Zions Bancorporation, National Association
Utah
$711 – – –
SC
181
SouthState Corp
Florida
$697 – – –
QL
182
Quarry LP
New York
$251 -$1.55K -118 -87%
APFP
183
Action Point Financial Planning
Michigan
$251 +$250 +19 New
PWPS
184
Pinnacle Wealth Planning Services
Ohio
$209 – – –
CA
185
CoreCap Advisors
Michigan
$167 +$158 +12 New
EP
186
Essential Partners
California
$153 – – –
IA
187
IFP Advisors
Florida
$153 +$145 +11 New
CA
188
Clearstead Advisors
Ohio
$70 +$66 +5 New
HFS
189
Hughes Financial Services
Virginia
$56 +$39 +3 +300%
WETS
190
Wealth Enhancement Trust Services
South Dakota
$28 +$26 +2 New
IAS
191
IMA Advisory Services
Colorado
$14 -$145 -11 -92%
JWA
192
JFS Wealth Advisors
Pennsylvania
$14 – – –
NPCM
193
North Peak Capital Management
New York
– -$63.7M -5,055,247 Closed
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
– -$26.2M -2,076,351 Closed
HVCM
195
HG Vora Capital Management
New York
– -$12M -950,000 Closed
HAI
196
Hennessy Advisors Inc
California
– -$6.38M -505,700 Closed
Victory Capital Management
197
Victory Capital Management
Texas
– -$2.24M -177,350 Closed
Squarepoint
198
Squarepoint
New York
– -$1.56M -123,454 Closed
BAM
199
Blueshift Asset Management
New Jersey
– -$1.43M -113,368 Closed
ACM
200
Ararat Capital Management
Connecticut
– -$1.16M -91,624 Closed