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Helios Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WT
251
Whittier Trust
California
$13.2K – – –
SL
252
Salomon & Ludwin
Virginia
$12.7K – – –
ACM
253
Accent Capital Management
Ohio
$11.8K +$10.1K +132 New
CIAM
254
Caitong International Asset Management
Hong Kong
$11.2K -$95.3K -1,241 -91%
RIL
255
Rothschild Investment LLC
Illinois
$11K +$844 +11 +10%
New York State Teachers Retirement System (NYSTRS)
256
New York State Teachers Retirement System (NYSTRS)
New York
$9K +$7.68K +100 New
SS
257
SBI Securities
Japan
$8.93K – – –
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$7.85K – – –
CMBA
259
C.M. Bidwell & Associates
Hawaii
$6.96K – – –
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.08K +$1.69K +22 +48%
PFBT
261
Parkside Financial Bank & Trust
Missouri
$5.18K +$4.45K +58 New
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$4.82K – – –
PWA
263
Physician Wealth Advisors
Utah
$4.73K +$844 +11 +26%
LFG
264
Larson Financial Group
Missouri
$4.28K – – –
FFO
265
Fortitude Family Office
Arizona
$3.21K – – –
BFS
266
Bare Financial Services
Pennsylvania
$3.21K +$1.15K +15 +71%
QL
267
Quarry LP
New York
$2.94K -$32.6K -425 -93%
SPIA
268
Steward Partners Investment Advisory
New York
$2.86K +$2.46K +32 New
EP
269
Essential Partners
California
$2.68K +$77 +1 +3%
MG
270
Mather Group
Illinois
$2.23K – – –
PWMG
271
Private Wealth Management Group
New Jersey
$1.7K – – –
BIA
272
Bell Investment Advisors
California
$1.52K +$537 +7 +70%
IA
273
IFP Advisors
Florida
$1.52K – – –
TWD
274
True Wealth Design
Ohio
$1.43K +$154 +2 +14%
BAM
275
Bellevue Asset Management
Washington
$1.43K +$1.23K +16 New