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Helios Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$253K +$23.5K +627 +10%
BF
77
BOK Financial
Oklahoma
$224K -$3.07K -82 -1%
ERIM
78
Eagle Ridge Investment Management
Connecticut
$214K
William Blair & Company
79
William Blair & Company
Illinois
$212K -$22.5K -600 -9%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$206K +$213K +5,695 New
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$204K
Legal & General Group
82
Legal & General Group
United Kingdom
$202K -$4.31K -115 -2%
Canada Life
83
Canada Life
Manitoba, Canada
$134K
Victory Capital Management
84
Victory Capital Management
Texas
$125K +$7.65K +204 +6%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$73K +$25.3K +675 +50%
AIP
86
Ameritas Investment Partners
Nebraska
$67K +$69.7K +1,860 New
GT
87
Glenmede Trust
Pennsylvania
$58K
Citigroup
88
Citigroup
New York
$40K -$860K -22,937 -95%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$37K
UBS Group
90
UBS Group
Switzerland
$31K -$241K -6,438 -88%
PRS
91
Pinkerton Retirement Specialists
Idaho
$31K
AG
92
Advisor Group
Arizona
$26K +$750 +20 +3%
Creative Planning
93
Creative Planning
Kansas
$22K
TSW
94
Thompson Siegel & Walmsley
Virginia
$22K
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$19.6K -$9.29K -248 -31%
Barclays
96
Barclays
United Kingdom
$16K +$3.22K +86 +25%
IPC
97
Independent Portfolio Consultants
Florida
$12K +$12.4K +330 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$8K +$8.55K +228 New
CG
99
Cutler Group
California
$7K
Federated Hermes
100
Federated Hermes
Pennsylvania
$7K +$7.61K +203 New