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JCAP

Jefferson Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$3.15K +$3.02K +162 New
RF
102
Rossby Financial
Florida
$2.86K +$186 +10 +7%
UBS AM
103
UBS AM
Illinois
$2.14K
C
104
Covestor
United Kingdom
$2K +$1.46K +78 +867%
GRP
105
Global Retirement Partners
California
$1.95K +$1.86K +100 New
IA
106
IFP Advisors
Florida
$1.67K -$19 -1 -1%
SWAG
107
Spectrum Wealth Advisory Group
California
$1.6K +$1.53K +82 New
AAP
108
Arax Advisory Partners
Colorado
$1.25K +$1.19K +64 New
WA
109
WPG Advisers
Maryland
$487
EWA
110
EverSource Wealth Advisors
Alabama
$351
TFA
111
Transamerica Financial Advisors
Florida
$97 +$93 +5 New
AF
112
Allworth Financial
California
$78 -$75 -4 -50%
CA
113
Clearstead Advisors
Ohio
$39 +$37 +2 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
114
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.85M -200,000 Closed
VCM
115
Voleon Capital Management
California
-$2.81M -146,127 Closed
BFM
116
Boothbay Fund Management
New York
-$2.36M -122,672 Closed
SGM
117
Seven Grand Managers
New York
-$1.35M -70,000 Closed
PFO
118
PMC FIG Opportunities
Israel
-$957K -49,771 Closed
PAP
119
Persistent Asset Partners
Hong Kong
-$342K -17,775 Closed
CMF
120
Counterpoint Mutual Funds
California
-$304K -15,801 Closed
CC
121
Covalis Capital
United Kingdom
-$288K -15,000 Closed
AQR Capital Management
122
AQR Capital Management
Connecticut
-$266K -13,811 Closed
Walleye Capital
123
Walleye Capital
New York
-$215K -11,174 Closed
SO
124
STRS Ohio
Ohio
-$40.4K -2,100 Closed
Osaic Holdings
125
Osaic Holdings
Arizona
-$5.77K -300 Closed