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HAPN

Happen Inc

Name Holding Trade Value Shares
Change
Change in
Stake
EA
151
Emerald Acquisition
Washington
$57K +$75.7K +2,627 New
CA
152
Cornerstone Advisory
Maryland
$56K +$74.6K +2,588 New
Dimensional Fund Advisors
153
Dimensional Fund Advisors
Texas
$54K +$72K +2,498 New
EWM
154
Endurance Wealth Management
Rhode Island
$54K +$72.1K +2,500 New
RMC
155
Regis Management Company
California
$51K
PA
156
Profund Advisors
Maryland
$49K +$65.1K +2,259 New
GCP
157
GSA Capital Partners
United Kingdom
$48K +$64.2K +2,229 New
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$48K +$64.6K +2,243 New
FMT
159
First Mercantile Trust
Tennessee
$47K -$749K -25,980 -92%
SG Americas Securities
160
SG Americas Securities
New York
$44K -$69.9K -2,426 -54%
SG
161
Societe Generale
$44K +$59.1K +2,051 New
NHC
162
Nicholas Hoffman & Company
Georgia
$43K +$57.6K +2,000 New
TPWA
163
TRUE Private Wealth Advisors
Oregon
$43K +$57.6K +2,000 New
CLOS
164
Compagnie Lombard Odier SCmA
Switzerland
$30K
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$27K +$28.2K +978 +320%
CAW
166
Cornerstone Advisors (Washington)
Washington
$18K
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$17K +$23.1K +800 New
TWA
168
TCI Wealth Advisors
Arizona
$13K +$1.15K +40 +7%
BCM
169
Blume Capital Management
California
$12K
Creative Planning
170
Creative Planning
Kansas
$11K +$6.46K +224 +76%
EDRE
171
Edmond de Rothschild (Europe)
Luxembourg
$11K +$14.1K +490 New
EDRH
172
Edmond de Rothschild Holding
Switzerland
$11K +$14.1K +490 New
DADC
173
D.A. Davidson & Co
Montana
$7K
GT
174
Glenmede Trust
Pennsylvania
$6K +$692 +24 +8%
AG
175
Advisor Group
Arizona
$5K +$7.93K +275 New