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Helios Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$30K -$16.5K -410 -37%
Creative Planning
102
Creative Planning
Kansas
$26K
TSW
103
Thompson Siegel & Walmsley
Virginia
$26K
AssetMark Inc
104
AssetMark Inc
California
$23K +$22.2K +550 New
FHA
105
First Horizon Advisors
Tennessee
$17K +$14.7K +365 New
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$10K
PAM
107
Panagora Asset Management
Massachusetts
$10K +$9.75K +242 New
HNB
108
Huntington National Bank
Ohio
$6K +$5.76K +143 New
LWM
109
Lenox Wealth Management
Ohio
$6K +$6.04K +150 New
PA
110
Parallel Advisors
California
$6K +$6.12K +152 New
PG
111
PEAK6 Group
Illinois
$5K +$5.08K +126 New
Federated Hermes
112
Federated Hermes
Pennsylvania
$4K -$4.75K -118 -58%
PCM
113
Prelude Capital Management
New York
$4K +$4.03K +100 New
NCM
114
Nelson Capital Management
California
$3K +$3.22K +80 New
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$2K -$2.1K -52 -48%
ASN
116
Advisory Services Network
Georgia
$2K
GIP
117
Granite Investment Partners
California
-$9.36M -259,054 Closed
MDCM
118
Morgan Dempsey Capital Management
Wisconsin
-$1.25M -34,883 Closed
SB
119
Suntrust Banks
Georgia
-$276K -7,651 Closed
Two Sigma Advisers
120
Two Sigma Advisers
New York
-$267K -7,384 Closed
William Blair & Company
121
William Blair & Company
Illinois
-$212K -5,859 Closed
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
-$73K -2,025 Closed
UBS Group
123
UBS Group
Switzerland
-$31K -871 Closed
IPC
124
Independent Portfolio Consultants
Florida
-$12K -330 Closed
CG
125
Cutler Group
California
-$7K -210 Closed