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Apogee Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
JA
201
JOYN Advisors
Georgia
$19K -$76.7K -1,785 -82%
PCM
202
Prelude Capital Management
New York
$10K +$8.6K +200 New
PCG
203
Private Capital Group
Connecticut
$9K -$12.6K -293 -60%
VCM
204
Versant Capital Management
Arizona
$8K -$215 -5 -3%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$8K +$6.96K +162 New
Bessemer Group
206
Bessemer Group
New Jersey
$6K +$5.16K +120 New
BWP
207
Baldwin Wealth Partners
Massachusetts
$5K
MOACM
208
Mutual of America Capital Management
New York
$5K +$4.47K +104 New
LFA
209
Legacy Financial Advisors
Kentucky
$4K
PA
210
Parallel Advisors
California
$4K
FHA
211
Flagship Harbor Advisors
Massachusetts
$4K +$3.65K +85 New
CHP
212
Cable Hill Partners
Oregon
$3K
OWA
213
One Wealth Advisors
California
$3K
TCM
214
Tradewinds Capital Management
Washington
$3K
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$3K +$1.76K +41 +141%
AF
216
Advisornet Financial
Minnesota
$2K
AF
217
Allworth Financial
California
$2K
SWM
218
SeaCrest Wealth Management
New York
$2K
RCAG
219
Rehmann Capital Advisory Group
Michigan
$1.11K +$988 +23 New
QI
220
QS Investors
New York
$1K
QCG
221
Quadrant Capital Group
Ohio
$1K
PFBT
222
Parkside Financial Bank & Trust
Missouri
$1K +$43 +1 +4%
SFM
223
Signet Financial Management
New Jersey
$1K +$945 +22 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$674 -$688 -16 -53%
EA
225
Emerald Advisers
Pennsylvania
-$26.3M -607,021 Closed