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Halozyme
HALO

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
451
Legacy Investment Solutions
Idaho
$7.71K +$1.03K +20 +17%
LWMI
452
Legacy Wealth Management (Idaho)
Idaho
$7.71K +$1.03K +20 +17%
MCM
453
MAI Capital Management
Ohio
$7.41K +$7.95K +155 New
SWM
454
Spire Wealth Management
Virginia
$6.79K – – –
TFM
455
TFC Financial Management
Massachusetts
$6.55K +$2.21K +43 +46%
SCM
456
Sterling Capital Management
North Carolina
$6.17K -$1.9M -37,107 -100%
MG
457
Mather Group
Illinois
$6.07K – – –
NA
458
NewEdge Advisors
Louisiana
$6.07K – – –
WWM
459
Wolff Wiese Magana
California
$5.98K -$439K -8,565 -99%
BF
460
BOK Financial
Oklahoma
$5.28K +$410 +8 +9%
CSB
461
City State Bank
Iowa
$5.26K – – –
WSFS
462
Wilmington Savings Fund Society
Delaware
$5.26K +$2.1K +41 +59%
CAS
463
Coppell Advisory Solutions
Texas
$5.18K +$5.54K +108 New
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.1K -$3.9K -76 -46%
QC
465
Quent Capital
New York
$5.02K – – –
CSPIA
466
Cary Street Partners Investment Advisory
Virginia
$4.78K -$6.15M -120,034 -100%
AAG
467
Armstrong Advisory Group
Massachusetts
$4.78K – – –
SO
468
Sierra Ocean
California
$4.11K +$4.41K +86 New
MSFP
469
Mark Sheptoff Financial Planning
Connecticut
$4.06K – – –
IA
470
IFP Advisors
Florida
$4.06K +$4.36K +85 New
PTC
471
Private Trust Company
Ohio
$3.83K – – –
PSFG
472
Park Square Financial Group
Georgia
$3.68K +$3.95K +77 New
RS
473
Rakuten Securities
Japan
$3.59K -$718 -14 -16%
PWMG
474
Private Wealth Management Group
New Jersey
$3.49K – – –
LFA
475
LGT Financial Advisors
Texas
$3.35K -$410 -8 -10%
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19
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