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Oportun Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$83K +$34.2K +1,462 +55%
CFGS
77
Concourse Financial Group Securities
Alabama
$60K +$69.6K +2,980 New
DWA
78
Dorsey Wright & Associates
California
$43K +$49.4K +2,113 New
AIP
79
Ameritas Investment Partners
Nebraska
$35K
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$34K
QT
81
Quantbot Technologies
New York
$30K +$35.1K +1,500 New
Osaic Holdings
82
Osaic Holdings
Arizona
$26K -$958 -41 -3%
TRCT
83
Tower Research Capital (TRC)
New York
$22K +$10.4K +445 +70%
PHK
84
Point72 Hong Kong
Hong Kong
$22K +$26K +1,111 New
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$20K +$22.7K +973 New
SWM
86
Spire Wealth Management
Virginia
$16K
WWM
87
Wolff Wiese Magana
California
$12K
CFO
88
CVA Family Office
Colorado
$10K +$11.2K +481 New
Allspring Global Investments
89
Allspring Global Investments
North Carolina
$9K +$10.8K +461 New
GWM
90
Geneos Wealth Management
Colorado
$5K
FHA
91
First Horizon Advisors
Tennessee
$4K
FF
92
FourThought Financial
Florida
$3K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$2K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.29K +98 New
RFA
95
Reilly Financial Advisors
California
$2K +$2.73K +117 New
EC
96
EJF Capital
Virginia
-$9.98M -398,848 Closed
ZIM
97
Zacks Investment Management
Illinois
-$625K -24,955 Closed
AWS
98
AJ Wealth Strategies
New York
-$464K -18,534 Closed
VOYA Investment Management
99
VOYA Investment Management
Georgia
-$213K -8,504 Closed
GRP
100
Global Retirement Partners
California
-$30K -1,213 Closed