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Helios Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$25K +$6.6K +112 +31%
S
127
SignatureFD
Georgia
$23K +$25.4K +431 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$12K – – –
LWM
129
Lenox Wealth Management
Ohio
$8K – – –
PA
130
Parallel Advisors
California
$8K – – –
RFC
131
Regions Financial Corp
Alabama
$8K – – –
HNB
132
Huntington National Bank
Ohio
$7K – – –
FGC
133
Financial Gravity Companies
Texas
$3K – – –
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$3K – – –
FGAM
135
Financial Gravity Asset Management
Texas
$3K +$3.18K +54 New
JA
136
JOYN Advisors
Georgia
$3K +$3.54K +60 New
OIA
137
Optimum Investment Advisors
Illinois
$3K +$3.83K +65 New
SEI Investments
138
SEI Investments
Pennsylvania
$1K +$766 +13 New
MIM
139
Macroview Investment Management
Maryland
$1K +$1.53K +26 New
Lord, Abbett & Co
140
Lord, Abbett & Co
New Jersey
– -$7.76M -120,000 Closed
EI
141
EAM Investors
California
– -$2.94M -45,510 Closed
ZIM
142
Zacks Investment Management
Illinois
– -$1.8M -27,870 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– -$1.26M -21,386 Closed
HighTower Advisors
144
HighTower Advisors
Illinois
– -$447K -6,879 Closed
AIA
145
Affinity Investment Advisors
California
– -$378K -5,836 Closed
OC
146
Oppenheimer & Co
New York
– -$356K -5,500 Closed
PA
147
Planning Alternatives
Michigan
– -$323K -5,000 Closed
DADC
148
D.A. Davidson & Co
Montana
– -$320K -4,942 Closed
Squarepoint
149
Squarepoint
New York
– -$245K -3,791 Closed
AG
150
Aperio Group
California
– -$241K -3,730 Closed