Vault-13

HIPPO HLDGS INC HIPO

COM NEW · Common Stock · CUSIP 433539202

98 institutional holders +9 vs Q3 2024
8,763,5548.8m shares reported held*
$234.7mreported value*
15 new 37 added 22 reduced 10 sold out net bought ≈ $7.8m (+291.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($186.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.78. Options: 5 managers hold calls ($4.0m notional), 3 hold puts ($80.3k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 67Q1 23: 69Q2 23: 73Q3 23: 78Q4 23: 82Q1 24: 82Q2 24: 81Q3 24: 89Q4 24: 9898Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202271
Q4 202267
Q1 202369
Q2 202373
Q3 202378
Q4 202382
Q1 202482
Q2 202481
Q3 202489
Q4 202498

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 23: 34 bought or addedQ1 23: 16 cut or sold outQ2 23: 23 bought or addedQ2 23: 30 cut or sold outQ2 23Q3 23: 30 bought or addedQ3 23: 33 cut or sold outQ4 23: 49 bought or addedQ4 23: 26 cut or sold outQ4 23Q1 24: 40 bought or addedQ1 24: 35 cut or sold outQ2 24: 45 bought or addedQ2 24: 32 cut or sold outQ2 24Q3 24: 42 bought or addedQ3 24: 20 cut or sold outQ4 24: 52 bought or addedQ4 24: 32 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233416
Q2 20232330
Q3 20233033
Q4 20234926
Q1 20244035
Q2 20244532
Q3 20244220
Q4 20245232

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ1 24 calls: $2.4mQ1 24 puts: $3.9mQ1 24P/C 1.64Q2 24 calls: $7.2mQ2 24 puts: $953.6kQ2 24P/C 0.13Q3 24 calls: $1.2mQ3 24 puts: $457.4kQ3 24P/C 0.38Q4 24 calls: $4.0mQ4 24 puts: $80.3kQ4 24P/C 0.02
Numbers
QuarterCallsPutsP/C
Q1 2024$2.4m$3.9m1.64
Q2 2024$7.2m$953.6k0.13
Q3 2024$1.2m$457.4k0.38
Q4 2024$4.0m$80.3k0.02

Biggest buyers

RENAISSANCE TECHNOLOGIES LLC Added +127,716+127.7k
PRUDENTIAL FINANCIAL INC New +125,854+125.9k
DIMENSIONAL FUND ADVISORS LP Added +112,108+112.1k
VANGUARD GROUP INC Added +96,959+97.0k
IEQ CAPITAL, LLC Added +56,684+56.7k
UBS Group AG Added +43,707+43.7k
BlackRock, Inc. Added +43,356+43.4k
Informed Momentum Co LLC New +38,095+38.1k
GOLDMAN SACHS GROUP INC Added +33,935+33.9k
Connor, Clark & Lunn Investment Management Ltd. Added +32,058+32.1k

Biggest sellers

WESTERLY CAPITAL MANAGEMENT, LLC Reduced -212,785-212.8k
Clal Insurance Enterprises Holdings Ltd Reduced -110,008-110.0k
JPMORGAN CHASE & CO Reduced -78,568-78.6k
HighTower Advisors, LLC Reduced -54,104-54.1k
Squarepoint Ops LLC Sold out -39,240-39.2k
TUDOR INVESTMENT CORP ET AL Sold out -37,801-37.8k
Trexquant Investment LP Reduced -26,657-26.7k
Corbin Capital Partners, L.P. Sold out -24,000-24.0k
Tower Research Capital LLC (TRC) Reduced -10,744-10.7k
GSA CAPITAL PARTNERS LLP Sold out -10,247-10.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.9m108.6k shares
Belvedere Trading LLC New $562.2k21.0k shares
CITADEL ADVISORS LLC Reduced $506.0k18.9k shares
SIMPLEX TRADING, LLC Added $58.0k2.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $53.5k2.0k shares
Belvedere Trading LLC New $26.8k1.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
AKIN THOMAS B 13G · passive investor filed 2026-02-12 5.8% 1.5m≈ $41.8m 2026-02-12
BlackRock, Inc. 13G · institution +0.8 pts · filed 2026-07-28 5.7% +0.8 pts 1.5m≈ $42.0m 2026-07-28

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q1 23: 2 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 2 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 6 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20232$3.0m0——
Q2 20230—0——
Q3 20231$526.4k0——
Q4 20230—0——
Q1 20240—2$288.8k—
Q2 20240—1$294.4k—
Q3 20240—1$349.9k—
Q4 20240—6$2.1m$2.1m
DateInsiderTradeSharesPrice ValueTheir holding
2024-12-23 Ostergaard Torben CEO Spinnaker Sold plan 3,022 $25.91 $78.3k3.0k shares -3%
2024-12-18 Ellis Stewart CFO/ Chief Strategy Officer Sold plan 12,000 $25.91 $310.9k12.0k shares -4%
2024-12-17 Ostergaard Torben CEO Spinnaker Sold plan 2,092 $26.47 $55.4k2.1k shares -2%
2024-12-02 Wand Assaf Executive Chairman BoD, director · See footnote Sold plan 12,250 $31.67 $388.0k12.2k shares -2%
2024-11-21 McCathron Richard Chief Executive Officer, director Sold plan 15,000 $30.16 $452.4k15.0k shares -4%
2024-11-18 Stienstra Michael GM & Chief Insurance, HHIP Sold 2,448 $28.38 $69.5k2.4k shares -4%
2024-11-08 McCathron Richard Chief Executive Officer, director Sold plan 10,000 $25.55 $255.5k10.0k shares -3%
2024-11-08 Stienstra Michael GM & Chief Insurance, HHIP Sold plan 855 $25.55 $21.8k855 shares -1%
2024-11-06 Badia Anirudh Chief Accounting Officer Sold plan 2,552 $24.49 $62.5k2.6k shares -2%
2024-11-01 Wand Assaf Executive Chairman BoD, director · See footnote Sold plan 12,250 $20.81 $254.9k12.2k shares -2%
2024-10-01 Wand Assaf Executive Chairman BoD, director · See footnote Sold plan 12,250 $16.19 $198.4k12.2k shares -2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,409,9481.4m $37.7m $37.7m 0.00% Added +43.4k +43,356
2 Bond Capital Management, LP 13.81% of their portfolio San Francisco, CA 1,200,1281.2m $32.1m $32.1m 13.81% Unchanged
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,020,2491.0m $27.3m $27.3m 0.00% Added +97.0k +96,959
4 Clal Insurance Enterprises Holdings Ltd 0.13% of their portfolio Tel-aviv, L3 553,152553.2k $14.8m $14.8m 0.13% Reduced -110.0k -110,008
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 440,617440.6k $11.8m $11.8m 0.00% Reduced -1.6k -1,644
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 405,463405.5k $10.9m $10.9m 0.00% Added +27.9k +27,926
7 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.12% of their portfolio Madrid, U3 403,590403.6k $11.0m $11.0m 0.12% Unchanged
8 WESTERLY CAPITAL MANAGEMENT, LLC 5.39% of their portfolio SAN FRANCISCO, CA 364,215364.2k $9.8m $9.8m 5.39% Reduced -212.8k -212,785
9 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 268,320268.3k $7.2m $7.2m 0.01% Added +127.7k +127,716
10 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 228,137228.1k $6.1m $6.1m 0.00% Added +112.1k +112,108
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 213,784213.8k $5.7m $5.7m 0.00% Reduced -78.6k -78,568
12 RBF Capital, LLC 0.25% of their portfolio RENO, NV 180,000180.0k $4.8m $4.8m 0.25% Unchanged
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 161,253161.3k $4.3m $4.3m 0.00% Added +2.2k +2,232
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 159,163159.2k $4.3m $4.3m 0.00% Reduced -3.0k -2,981
15 Altshuler Shaham Ltd 0.14% of their portfolio Tel Aviv, L3 157,997158.0k $4.2m $4.2m 0.14% Unchanged
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 152,664152.7k $4.1m $4.1m 0.00% Added +1.4k +1,424
17 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 125,854125.9k $3.4m $3.4m 0.00% New
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 107,653107.7k $2.9m $2.9m 0.00% Added +33.9k +33,935
19 IEQ CAPITAL, LLC 0.03% of their portfolio Foster City, CA 107,086107.1k $2.9m $2.9m 0.03% Added +56.7k +56,684
20 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 97,98298.0k $2.6m $2.6m 0.01% Added +32.1k +32,058
21 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 68,48568.5k $1.8m $1.8m 0.01% Added +17.3k +17,286
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 57,52157.5k $1.5m $1.5m 0.00% Added +17.7k +17,704
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 55,14955.1k $1.5m $1.5m 0.00% Added +43.7k +43,707
24 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 49,72449.7k $1.3m $1.3m 0.00% Unchanged
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 48,31148.3k $1.3m $1.3m 0.00% Added +2.9k +2,910
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 46,34946.3k $1.2m $1.2m 0.00% Added +10.9k +10,867
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 38,97739.0k $1.0m $1.0m 0.00% Added +16.3k +16,313
28 Informed Momentum Co LLC 0.14% of their portfolio SOLANA BEACH, CA 38,09538.1k $1.0m $1.0m 0.14% New
29 Sphera Management Technology Funds Ltd 0.81% of their portfolio TEL AVIV, L3 38,00038.0k $1.0m $1.0m 0.81% First filing
30 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 35,86635.9k $960.1k $960.1k 0.00% Added +539 +539
31 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 34,68834.7k $928.6k $928.6k 0.00% Added +2.6k +2,591
32 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 30,28030.3k $810.6k $810.6k 0.00% Added +4.5k +4,464
33 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 29,78329.8k $797.3k $797.3k 0.01% Reduced -26.7k -26,657
34 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 28,97629.0k $775.8k $775.8k 0.00% Reduced -421 -421
35 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 26,76826.8k $717.0k $717.0k 0.00% Added +1.4k +1,434
36 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 24,20224.2k $647.9k $647.9k 0.00% Reduced -404 -404
37 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 20,97621.0k $561.5k $561.5k 0.00% Reduced -1.6k -1,570
38 AIMZ Investment Advisors, LLC 0.19% of their portfolio LOS ALTOS, CA 20,21020.2k $541.0k $541.0k 0.19% Unchanged
39 Saba Capital Management, L.P. 0.01% of their portfolio NEW YORK, NY 19,52819.5k $522.8k $522.8k 0.01% Unchanged
40 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 19,44619.4k $520.6k $520.6k 0.00% Added +4.5k +4,548
41 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 18,97019.0k $507.8k $507.8k 0.00% Added +3.3k +3,281
42 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 17,13017.1k $458.6k $458.6k 0.00% Added +6.5k +6,535
43 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,95715.0k $400.4k $400.4k 0.00% Added +1.5k +1,476
44 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 14,00014.0k $277.9k $277.9k 0.02% Reduced -100 -100
45 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 13,69113.7k $367.0k $367.0k 0.00% Added +3.4k +3,412
46 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 13,39413.4k $358.6k $358.6k 0.00% Added +1.6k +1,573
47 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 13,04513.0k $349.7k $349.7k 0.01% New
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 12,21612.2k $327.0k $327.0k 0.00% Added +2.8k +2,759
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,04712.0k $322.5k $322.5k 0.00% Reduced -9.2k -9,208
50 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 11,73611.7k $314.2k $314.2k 0.00% Added +1.4k +1,400
51 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 11,66311.7k $312.2k $312.2k 0.00% Added +238 +238
52 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 11,61711.6k $311.0k $311.0k 0.01% New
53 SHERBROOKE PARK ADVISERS LLC 0.09% of their portfolio WHITE PLAINS, NY 11,06411.1k $296.2k $296.2k 0.09% New
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,55710.6k $282.6k $282.6k 0.00% Reduced -54.1k -54,104
55 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 10,00910.0k $267.9k $267.9k 0.00% Reduced -539 -539
56 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 9,6649.7k $258.7k $258.7k 0.00% New
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,3899.4k $251.3k $251.3k 0.00% Reduced -856 -856
58 EntryPoint Capital, LLC 0.09% of their portfolio NEW YORK, NY 7,6357.6k $204.4k $204.4k 0.09% New
59 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 7,4887.5k $200.5k $200.5k 0.00% New
60 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 7,4857.5k $200.4k $200.4k 0.00% New
61 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,2096.2k $166.2k $166.2k 0.00% Unchanged
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,1436.1k $165.0k $165.0k 0.00% Added +1.8k +1,849
63 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,9174.9k $131.6k $131.6k 0.00% First filing
64 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,3994.4k $117.8k $117.8k 0.00% New
65 CAZ INVESTMENTS LP 0.11% of their portfolio HOUSTON, TX 2,8002.8k $75.0k $75.0k 0.11% Reduced -2.8k -2,800
66 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 2,6382.6k $70.6k $70.6k 0.00% Unchanged
67 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,0342.0k $54.5k $54.5k 0.00% Reduced -115 -115
68 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,9331.9k $51.7k $51.7k 0.00% Unchanged
69 FMR LLC 0.00% of their portfolio BOSTON, MA 1,8851.9k $50.5k $50.5k 0.00% Added +19 +19
70 Legal & General Group Plc 0.00% of their portfolio London, X0 1,8631.9k $49.9k $49.9k 0.00% Added +159 +159
71 Tortoise Investment Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 1,5361.5k $41.1k $41.1k 0.00% Unchanged
72 Belvedere Trading LLC 0.00% of their portfolio CHICAGO, IL 1,4931.5k $40.0k $40.0k 0.00% New
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 1,4811.5k $39.6k $39.6k 0.00% Added +52 +52
74 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,3651.4k $36.5k $36.5k 0.00% Reduced -1.4k -1,365
75 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 632632 $16.9k $16.9k 0.00% Added +569 +569
76 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 431431 $12.0k $12.0k 0.00% Unchanged
77 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 369369 $9.9k $9.9k 0.00% Added +59 +59
78 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 357357 $10.0k $10.0k 0.00% Unchanged
79 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 352352 $9.4k $9.4k 0.00% Reduced -10.7k -10,744
80 CWM, LLC 0.00% of their portfolio OMAHA, NE 247247 $7.0k $7.0k 0.00% Reduced -6 -6
81 Private Wealth Management Group, LLC 0.00% of their portfolio PRINCETON, NJ 214214 $5.7k $5.7k 0.00% Unchanged
82 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 164164 $4.4k $4.4k 0.00% Unchanged
83 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 160160 $4.3k $4.3k 0.00% Added +36 +36
84 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 150150 $4.0k $4.0k 0.00% Added +124 +124
85 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 7979 $2.1k $2.1k 0.00% Reduced -117 -117
86 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 6565 $2.0k $2.0k 0.00% Unchanged
87 QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio CINCINNATI, OH 6565 $1.7k $1.7k 0.00% New
88 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5555 $1.5k $1.5k 0.00% New
89 Whipplewood Advisors, LLC 0.00% of their portfolio LITTLETON, CO 3939 $1.0k $1.0k 0.00% First filing
90 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3131 $830 $830 0.00% Reduced -52 -52
91 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 2020 $535 $535 0.00% First filing
92 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1515 $402 $402 0.00% New
93 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1111 $294 $294 0.00% Unchanged
94 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 44 $107 $107 0.00% Unchanged
95 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 22 $54 $54 0.00% New
96 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 11 $27 $27 0.00% First filing
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
98 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 00 $134 $134 0.00% Reduced -2 -2