We are live on ! Find out more
MNA icon

NYLIM Merger Arbitrage ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
126
Private Ocean
California
$7K – – –
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
BBPWM
128
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
GFPC
129
Global Financial Private Capital
Florida
$3K – – –
AssetMark Inc
130
AssetMark Inc
California
$3K +$808 +25 +30%
WQ
131
Wealth Quarterback
New Jersey
$2.8K – – –
CHA
132
Carmichael Hill & Associates
Maryland
$1K – – –
CP
133
Corbenic Partners
Pennsylvania
$1K +$808 +25 New
Larson Financial Group
134
Larson Financial Group
Missouri
$1K +$970 +30 New
AIM
135
Anchor Investment Management
South Carolina
$60 – – –
BCA
136
Biltmore Capital Advisors
New Jersey
– -$7.34M -221,110 Closed
GWAG
137
Garrett Wealth Advisory Group
Texas
– -$7.18M -215,994 Closed
DP
138
Denver PWM
Colorado
– -$2.67M -80,474 Closed
Goldman Sachs
139
Goldman Sachs
New York
– -$2.12M -63,826 Closed
BOS
140
Bank of Stockton
California
– -$2.05M -61,812 Closed
QAM
141
Q3 Asset Management
Michigan
– -$1.72M -51,772 Closed
Citadel Advisors
142
Citadel Advisors
Florida
– -$947K -28,512 Closed
Renaissance Technologies
143
Renaissance Technologies
New York
– -$634K -19,101 Closed
Northern Trust
144
Northern Trust
Illinois
– -$541K -16,285 Closed
Stratos Wealth Partners
145
Stratos Wealth Partners
Ohio
– -$512K -15,434 Closed
Valmark Advisers
146
Valmark Advisers
Ohio
– -$340K -10,242 Closed
Cetera Advisors
147
Cetera Advisors
Colorado
– -$286K -8,617 Closed
JF
148
JSF Financial
California
– -$278K -8,365 Closed
Prospera Financial Services
149
Prospera Financial Services
Texas
– -$256K -7,704 Closed
First Citizens Bank & Trust
150
First Citizens Bank & Trust
North Carolina
– -$248K -7,465 Closed