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Helios Technologies
HLIO

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
201
C.M. Bidwell & Associates
Hawaii
$4.17K – – –
PA
202
Parallel Advisors
California
$3K -$162 -3 -5%
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$2.89K – – –
FFA
204
Farther Finance Advisors
California
$2.35K +$809 +15 +52%
PWA
205
Physician Wealth Advisors
Utah
$2.25K +$970 +18 +75%
LFG
206
Larson Financial Group
Missouri
$2.25K +$1.19K +22 +110%
EP
207
Essential Partners
California
$1.55K – – –
PWMG
208
Private Wealth Management Group
New Jersey
$1.02K – – –
IA
209
IFP Advisors
Florida
$909 – – –
TWD
210
True Wealth Design
Ohio
$749 – – –
BFS
211
Bare Financial Services
Pennsylvania
$695 -$485 -9 -41%
BIA
212
Bell Investment Advisors
California
$535 – – –
RFP
213
Root Financial Partners
California
$160 +$54 +1 +50%
DF
214
Dunhill Financial
United Kingdom
$35 +$54 +1 New
AACP
215
Advantage Alpha Capital Partners
California
– -$2.76M -53,005 Closed
JCIA
216
Jackson Creek Investment Advisors
Colorado
– -$1.33M -25,590 Closed
ACM
217
Aquatic Capital Management
Illinois
– -$1.19M -22,856 Closed
SCM
218
Semanteon Capital Management
Massachusetts
– -$570K -10,930 Closed
BCM
219
Bayesian Capital Management
New York
– -$427K -8,200 Closed
AIM
220
Aigen Investment Management
New York
– -$394K -7,565 Closed
BC
221
Bridgefront Capital
Texas
– -$353K -6,769 Closed
CMF
222
Counterpoint Mutual Funds
California
– -$336K -6,442 Closed
PA
223
PharVision Advisers
Florida
– -$332K -6,370 Closed
DTL
224
Dynamic Technology Lab
Singapore
– -$282K -5,410 Closed
FGP
225
Freestone Grove Partners
California
– -$274K -5,253 Closed
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