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Jefferson Capital

Name Holding Trade Value Shares
Change
Change in
Stake
RF
101
Rossby Financial
Florida
$2.86K +$186 +10 +7%
UBS AM
102
UBS AM
Illinois
$2.14K – – –
C
103
Covestor
United Kingdom
$2K +$1.46K +78 +867%
GRP
104
Global Retirement Partners
California
$1.95K +$1.86K +100 New
IA
105
IFP Advisors
Florida
$1.67K -$19 -1 -1%
SWAG
106
Spectrum Wealth Advisory Group
California
$1.6K +$1.53K +82 New
AAP
107
Arax Advisory Partners
Colorado
$1.25K +$1.19K +64 New
WA
108
WPG Advisers
Maryland
$487 – – –
EWA
109
EverSource Wealth Advisors
Alabama
$351 – – –
TFA
110
Transamerica Financial Advisors
Florida
$97 +$93 +5 New
AF
111
Allworth Financial
California
$78 -$75 -4 -50%
CA
112
Clearstead Advisors
Ohio
$39 +$37 +2 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
113
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.85M -200,000 Closed
VCM
114
Voleon Capital Management
California
– -$2.81M -146,127 Closed
BFM
115
Boothbay Fund Management
New York
– -$2.36M -122,672 Closed
SGM
116
Seven Grand Managers
New York
– -$1.35M -70,000 Closed
PFO
117
PMC FIG Opportunities
Israel
– -$957K -49,771 Closed
PAP
118
Persistent Asset Partners
Hong Kong
– -$342K -17,775 Closed
CMF
119
Counterpoint Mutual Funds
California
– -$304K -15,801 Closed
CC
120
Covalis Capital
United Kingdom
– -$288K -15,000 Closed
AQR Capital Management
121
AQR Capital Management
Connecticut
– -$266K -13,811 Closed
Walleye Capital
122
Walleye Capital
New York
– -$215K -11,174 Closed
SO
123
STRS Ohio
Ohio
– -$40.4K -2,100 Closed
Osaic Holdings
124
Osaic Holdings
Arizona
– -$5.77K -300 Closed
BWM
125
Bernard Wealth Management
Michigan
– -$1.92K -100 Closed