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SPE
Special Opportunities Fund
SPE
SPE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPIG
26
Chicago Partners Investment Group
Chicago,
Illinois
| $31K | +$29.8K | +2,028 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $27K | +$26.1K | +1,773 | New |
|
|
WAM
28
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $23K | – | – | – |
|
29
Bank of America
Charlotte,
North Carolina
| $14K | -$23.9K | -1,627 | -64% |
|
|
FANJ
30
Financial Architects (New Jersey)
Marlton,
New Jersey
| $9K | – | – | – |
|
|
FFA
31
First Foundation Advisors
Irvine,
California
| – | -$209K | -14,377 | Closed |
|
|
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$127K | -8,799 | Closed |
|