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Oportun Financial

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
101
UBS AM
Illinois
$11.7K +$12.4K +2,443 +2,745%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$10.1K -$1.54K -302 -12%
Citigroup
103
Citigroup
New York
$8.71K -$107K -20,959 -92%
MCM
104
MAI Capital Management
Ohio
$7.68K +$8.38K +1,646 +8,663%
SCM
105
Sterling Capital Management
North Carolina
$6.18K -$5.06K -994 -43%
AF
106
Allworth Financial
California
$4.74K +$5.24K +1,029 New
OCWP
107
Owl Creek Wealth Partners
Colorado
$3.51K +$3.88K +762 New
AAP
108
Arax Advisory Partners
Colorado
$2.64K +$2.9K +570 +19,000%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$2K -$3.18K -624 -57%
PA
110
Parallel Advisors
California
$1.79K +$1.98K +388 New
RIL
111
Rothschild Investment LLC
Illinois
$1.66K +$1.83K +359 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.55K +$1.24K +244 +262%
RFP
113
Root Financial Partners
California
$1.48K +$1.63K +320 New
EWA
114
EverSource Wealth Advisors
Alabama
$862 +$952 +187 New
GI
115
GAMMA Investing
California
$719 -$15 -3 -2%
BWA
116
Basecamp Wealth Advisors
Washington
$609 +$672 +132 New
Osaic Holdings
117
Osaic Holdings
Arizona
$461 +$509 +100 New
JWM
118
JPL Wealth Management
Colorado
$332 +$366 +72 New
SIC
119
SJS Investment Consulting
Ohio
$309 +$341 +67 New
FFA
120
Farther Finance Advisors
California
$302 +$336 +66 New
TFA
121
Transamerica Financial Advisors
Florida
$69 +$76 +15 New
SS
122
SBI Securities
Japan
$51 -$209 -41 -79%
EP
123
Essential Partners
California
$28 +$31 +6 New
IA
124
IFP Advisors
Florida
$14 +$15 +3 New
CIAM
125
Caitong International Asset Management
Hong Kong
$5 +$5 +1 New