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SPE

Special Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wealthspire Advisors (Maryland)
Maryland
$20K -$4.45K -330 -18%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$13K -$2.81K -209 -18%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$7K -$10.8K -802 -59%
Creative Planning
29
Creative Planning
Kansas
$3K +$3.53K +262 New
Citigroup
30
Citigroup
New York
-$11K -815 -98%