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SPE
Special Opportunities Fund
SPE
SPE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | – | – | – |
|
|
JFA
27
JNBA Financial Advisors
Bloomington,
Minnesota
| $14K | +$281 | +23 | +2% |
|
|
CCC
28
Crescent Capital Consulting
New Orleans,
Louisiana
| $14K | +$12.8K | +1,047 | New |
|
29
Bank of America
Charlotte,
North Carolina
| $8K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
WC
31
Winmill & Co
Walpole,
New Hampshire
| $4K | – | – | – |
|
32
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
TFM
33
TFC Financial Management
Boston,
Massachusetts
| $2K | -$2.84K | -233 | -58% |
|
|
MAFM
34
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$214K | -18,528 | Closed |
|
|
ICP
35
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | +$24 | +2 | New |
|
|
CFO
36
CVA Family Office
Denver,
Colorado
| – | +$195 | +16 | New |
|