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Helios Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$24K +$13.8K +345 +192%
S
102
SignatureFD
Georgia
$23K
AG
103
Advisor Group
Arizona
$19K -$8.67K -217 -35%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$17K -$16.4K -411 -52%
FAM
105
Fred Alger Management
New York
$16K -$26.5M -663,408 -100%
FHA
106
First Horizon Advisors
Tennessee
$13K -$4.71K -118 -29%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$8K
LWM
108
Lenox Wealth Management
Ohio
$7K
RFC
109
Regions Financial Corp
Alabama
$7K
HNB
110
Huntington National Bank
Ohio
$6K
OIA
111
Optimum Investment Advisors
Illinois
$3K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$2K +$40 +1 +3%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$1K +$1.04K +26 New
CVA
114
Ceredex Value Advisors
Florida
-$8.6M -259,245 Closed
MOACM
115
Mutual of America Capital Management
New York
-$3.01M -90,800 Closed
WCM Investment Management
116
WCM Investment Management
California
-$2.06M -62,132 Closed
IP
117
Isthmus Partners
Wisconsin
-$935K -28,186 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
-$659K -16,494 Closed
CG
119
Cutler Group
California
-$26K -800 Closed
TSW
120
Thompson Siegel & Walmsley
Virginia
-$20K -600 Closed
Simplex Trading
121
Simplex Trading
Illinois
-$8.95K -224 Closed
MNBTD
122
Moody National Bank Trust Division
Texas
-$4K -114 Closed
ASN
123
Advisory Services Network
Georgia
-$3K -95 Closed
AIM
124
Advantage Investment Management
Iowa
-$2K -74 Closed
FCA
125
FinTrust Capital Advisors
South Carolina
-$1K -16 Closed