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Helios Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$126K +$71.2K +1,536 +192%
JP Morgan Chase
102
JP Morgan Chase
New York
$119K
AIP
103
Ameritas Investment Partners
Nebraska
$99K
CMBA
104
C.M. Bidwell & Associates
Hawaii
$87K +$75.1K +1,620 New
GT
105
Glenmede Trust
Pennsylvania
$83K -$3.48K -75 -5%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$75K
PRS
107
Pinkerton Retirement Specialists
Idaho
$48K
IDBONY
108
Israel Discount Bank of New York
New York
$45K +$38.3K +825 New
AssetMark Inc
109
AssetMark Inc
California
$39K +$7.88K +170 +31%
MDCM
110
Morgan Dempsey Capital Management
Wisconsin
$34K +$51.6K +1,114 New
TSW
111
Thompson Siegel & Walmsley
Virginia
$32K
FHA
112
First Horizon Advisors
Tennessee
$20K
Citigroup
113
Citigroup
New York
$15K -$19.4K -419 -60%
AG
114
Advisor Group
Arizona
$12K -$29.8K -643 -74%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$12K
PA
116
Parallel Advisors
California
$9K
HNB
117
Huntington National Bank
Ohio
$8K
LWM
118
Lenox Wealth Management
Ohio
$8K
Federated Hermes
119
Federated Hermes
Pennsylvania
$6K +$1.58K +34 +40%
WWM
120
Willingdon Wealth Management
North Carolina
$6K +$5.19K +112 New
MFW
121
Mosaic Family Wealth
Missouri
$5K +$4.31K +93 New
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$3K
Kayne Anderson Rudnick Investment Management
123
Kayne Anderson Rudnick Investment Management
California
-$30.4M -712,243 Closed
Wellington Management Group
124
Wellington Management Group
Massachusetts
-$4.54M -106,378 Closed
JGUA
125
John G. Ullman & Associates
New York
-$3.78M -88,675 Closed