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Trupanion

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
201
IFP Advisors
Florida
$1K – – –
SignatureFD
202
SignatureFD
Georgia
$1K +$817 +12 New
EI
203
Ellevest Inc
New York
$1K +$953 +14 New
RA
204
Rise Advisors
New York
$1K +$1.36K +20 New
SWA
205
Sutton Wealth Advisors
Florida
$542 -$29.1K -427 -98%
Polen Capital Management
206
Polen Capital Management
Florida
– -$17.7M -198,273 Closed
Royce & Associates
207
Royce & Associates
New York
– -$6.33M -71,070 Closed
FI
208
Fosun International
China
– -$3.91M -43,682 Closed
TSS
209
Thomas Story & Son
Indiana
– -$3.59M -40,295 Closed
2
210
2Xideas
Switzerland
– -$1.88M -21,117 Closed
Employees Retirement System of Texas
211
Employees Retirement System of Texas
Texas
– -$1.69M -19,000 Closed
TC
212
TwinBeech Capital
New York
– -$1.61M -18,105 Closed
DTL
213
Dynamic Technology Lab
Singapore
– -$1.45M -16,310 Closed
Connor, Clark & Lunn Investment Management (CC&L)
214
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.38M -15,476 Closed
Graham Capital Management
215
Graham Capital Management
Connecticut
– -$1.16M -12,977 Closed
CCFM
216
Clear Creek Financial Management
Washington
– -$1.04M -11,626 Closed
SG Americas Securities
217
SG Americas Securities
New York
– -$958K -10,753 Closed
JP Morgan Private Wealth Advisors
218
JP Morgan Private Wealth Advisors
California
– -$571K -6,412 Closed
American Century Companies
219
American Century Companies
Missouri
– -$557K -6,248 Closed
FA
220
FDx Advisors
Illinois
– -$523K -5,872 Closed
AQR Capital Management
221
AQR Capital Management
Connecticut
– -$486K -5,454 Closed
ET
222
Equitable Trust
Tennessee
– -$467K -5,245 Closed
Sumitomo Life Insurance
223
Sumitomo Life Insurance
Japan
– -$414K -4,647 Closed
YWP
224
YorkBridge Wealth Partners
New York
– -$410K -4,604 Closed
HighTower Advisors
225
HighTower Advisors
Illinois
– -$362K -4,129 Closed