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OLO
Olo Inc
Delisted
OLO was delisted on the 11th of September, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 201 |
SAM
201
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$922 | -107 | Closed |
|
| 202 |
BTI
202
Blue Trust Inc
Alpharetta,
Georgia
| – | -$935 | -105 | Closed |
|
| 203 |
TWD
203
True Wealth Design
Akron,
Ohio
| – | -$801 | -90 | Closed |
|
| 204 |
204
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -73 | Closed |
|
| 205 |
TPWA
205
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$347 | -34 | Closed |
|
| 206 |
PA
206
Parallel Advisors
San Francisco,
California
| – | -$294 | -33 | Closed |
|
| 207 |
207
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$62 | -7 | Closed |
|