We are live on ! Find out more
SPE

Special Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
NWF Advisory Services
California
$196K +$9.28K +634 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$163K -$22.6K -1,546 -12%
Wells Fargo
28
Wells Fargo
California
$154K -$10.3K -704 -6%
DA
29
Detalus Advisors
Missouri
$144K +$153K +10,443 New
KFAS
30
Keating Financial Advisory Services
Kansas
$77.3K +$4.49K +307 +6%
MCM
31
MAI Capital Management
Ohio
$73.9K +$2.47K +169 +3%
UBS Group
32
UBS Group
Switzerland
$71K +$3.37K +230 +5%
NA
33
NewEdge Advisors
Louisiana
$31.1K +$1.46K +100 +5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$31K +$1.49K +102 +5%
WC
35
Winmill & Co
New Hampshire
$28.8K +$1.36K +93 +5%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$12.6K +$410 +28 +3%
ASN
37
Advisory Services Network
Georgia
$12.5K +$13.3K +910 New
EB
38
Eastern Bank
Massachusetts
$10.3K +$337 +23 +3%
SIS
39
Sound Income Strategies
Florida
$10.2K +$702 +48 +7%
HWP
40
Highline Wealth Partners
California
$2.83K +$88 +6 +3%
CFO
41
CVA Family Office
Colorado
$537
ITIM
42
Indiana Trust & Investment Management
Indiana
$358 -$11.5K -784 -97%
DB
43
Danske Bank
Denmark
$55 +$59 +4 New
SMA
44
Seven Mile Advisory
New Jersey
-$1.59M -108,416 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$363K -24,735 Closed
HighTower Advisors
46
HighTower Advisors
Illinois
-$156K -10,598 Closed
KAS
47
Kestra Advisory Services
Texas
-$22K -1,495 Closed