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Shoals Technologies Group

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
176
Orion Capital Management
California
$17K – – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.1K +870 +21,750%
DFCM
178
Dark Forest Capital Management
Puerto Rico
$14K +$14.3K +827 New
GWS
179
Glassman Wealth Services
Virginia
$10K +$10.5K +609 New
GRP
180
Global Retirement Partners
California
$10K +$11.3K +652 New
GWM
181
Geneos Wealth Management
Colorado
$8K -$2.6K -150 -24%
RA
182
Rational Advisors
New York
$7K +$6.89K +398 New
Federated Hermes
183
Federated Hermes
Pennsylvania
$6K +$6.03K +348 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$5K +$5.04K +291 New
EW
185
Evoke Wealth
California
$3K +$3.1K +179 New
HIA
186
Harbor Investment Advisory
Maryland
$2K – – –
C
187
Covestor
United Kingdom
$2K +$987 +57 +110%
FAG
188
Fortitude Advisory Group
Washington
$2K +$1.26K +73 +192%
MAM
189
Meeder Asset Management
Ohio
$2K +$1.52K +88 +489%
BCMLT
190
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$1.73K +100 New
TFO
191
Tarbox Family Office
California
$2K +$1.89K +109 New
AF
192
Allworth Financial
California
$2K +$1.96K +113 New
NSIM
193
North Star Investment Management
Illinois
$1K -$779 -45 -52%
IA
194
IFP Advisors
Florida
$1K +$433 +25 New
BWM
195
BerganKDV Wealth Management
Minnesota
$1K +$606 +35 New
QCG
196
Quadrant Capital Group
Ohio
$1K +$1.32K +76 New
APA
197
American Portfolios Advisors
New York
$835 – – –
SPPAM
198
Summit Partners Public Asset Management
Massachusetts
– -$15.8M -650,124 Closed
ECA
199
Encompass Capital Advisors
New York
– -$15.1M -620,429 Closed
1832 Asset Management
200
1832 Asset Management
Ontario, Canada
– -$5.7M -228,081 Closed