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Oportun Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$3K
C
102
Covestor
United Kingdom
$3K +$4.17K +587 New
PTC
103
Private Trust Company
Ohio
$2K
WWM
104
Wolff Wiese Magana
California
$2K
WAM
105
WFA Asset Management
Wisconsin
$1.53K
UBS Group
106
UBS Group
Switzerland
$1K -$11.6K -1,634 -83%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$1K -$3.01K -424 -54%
FF
108
FourThought Financial
Florida
$1K
GWM
109
Geneos Wealth Management
Colorado
$1K
IA
110
IFP Advisors
Florida
$1K
WFA
111
Wipfli Financial Advisors
Wisconsin
$1K +$1.02K +144 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$1K +$1.29K +182 +117%
Barrow, Hanley, Mewhinney & Strauss
113
Barrow, Hanley, Mewhinney & Strauss
Texas
$1K +$2.18K +307 New
PAIM
114
Punch & Associates Investment Management
Minnesota
-$7.16M -865,935 Closed
Marshall Wace
115
Marshall Wace
United Kingdom
-$2.77M -335,312 Closed
DTL
116
Dynamic Technology Lab
Singapore
-$314K -37,991 Closed
JF
117
Jump Financial
Illinois
-$260K -31,400 Closed
ZCM
118
Zebra Capital Management
Connecticut
-$255K -30,857 Closed
Los Angeles Capital Management
119
Los Angeles Capital Management
California
-$255K -30,813 Closed
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
-$253K -27,703 Closed
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
-$182K -22,009 Closed
Jane Street
122
Jane Street
New York
-$176K -21,255 Closed
VOYA Investment Management
123
VOYA Investment Management
Georgia
-$165K -19,925 Closed
QT
124
Quantbot Technologies
New York
-$114K -13,839 Closed
MIM
125
MetLife Investment Management
New Jersey
-$106K -12,860 Closed