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Oportun Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
126
JPL Wealth Management
Colorado
$394 -$16 -3 -4%
WETS
127
Wealth Enhancement Trust Services
South Dakota
$240 +$225 +42 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$228 -$1.59K -297 -88%
TFA
129
Transamerica Financial Advisors
Florida
$85 – – –
CA
130
Clearstead Advisors
Ohio
$63 +$59 +11 New
SS
131
SBI Securities
Japan
$6 -$54 -10 -91%
CIAM
132
Caitong International Asset Management
Hong Kong
$6 – – –
SBH
133
Segall Bryant & Hamill
Illinois
– -$2.88M -624,813 Closed
CC
134
Cannell Capital
Wyoming
– -$1.72M -372,697 Closed
LCM
135
Legato Capital Management
California
– -$273K -59,219 Closed
Los Angeles Capital Management
136
Los Angeles Capital Management
California
– -$207K -44,919 Closed
CCIA
137
Campbell & Co Investment Adviser
Maryland
– -$139K -30,176 Closed
CP
138
Castleview Partners
Texas
– -$102K -22,093 Closed
OL
139
Odyssean LLC
Connecticut
– -$87.2K -18,912 Closed
FAM
140
Flaharty Asset Management
Florida
– -$73.8K -16,000 Closed
RS
141
R Squared
Hong Kong
– -$59.8K -12,973 Closed
IIM
142
INTECH Investment Management
Florida
– -$50K -10,836 Closed
MCM
143
MAI Capital Management
Ohio
– -$7.68K -1,665 Closed
RFP
144
Root Financial Partners
California
– -$1.48K -320 Closed
IA
145
IFP Advisors
Florida
– -$14 -3 Closed