BBT icon

Beacon Financial Corp

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Meeder Asset Management
Ohio
$30K – – –
APWM
152
Atlas Private Wealth Management
New York
$20K +$18.8K +600 New
AG
153
Advisor Group
Arizona
$19K -$3.7K -118 -17%
RIA
154
Realta Investment Advisors
Delaware
$18K +$125 +4 +0.7%
SWA
155
Sutton Wealth Advisors
Florida
$17.9K +$5.3K +169 +45%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$16K -$1.03K -33 -6%
First Manhattan
157
First Manhattan
New York
$14K – – –
CB
158
Community Bank
New York
$9K – – –
HNB
159
Huntington National Bank
Ohio
$8K -$3.39K -108 -30%
FHA
160
Flagship Harbor Advisors
Massachusetts
$8K – – –
PA
161
Parallel Advisors
California
$8K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
HR
163
Howe & Rusling
New York
$4K – – –
Kayne Anderson Rudnick Investment Management
164
Kayne Anderson Rudnick Investment Management
California
$4K – – –
AIM
165
Aigen Investment Management
New York
$4K +$3.73K +119 New
LWA
166
Lenox Wealth Advisors
New York
$3K – – –
TWA
167
TCI Wealth Advisors
Arizona
$3K – – –
PFBT
168
Parkside Financial Bank & Trust
Missouri
$2K – – –
HGWM
169
Harvest Group Wealth Management
Massachusetts
$2K +$2.6K +83 New
FRA
170
Front Row Advisors
California
$1K – – –
S
171
SignatureFD
Georgia
$1K – – –
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
– -$1.77M -60,379 Closed
Assenagon Asset Management
173
Assenagon Asset Management
Luxembourg
– -$1.08M -36,805 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
– -$772K -26,347 Closed
ECM
175
ExodusPoint Capital Management
New York
– -$752K -25,684 Closed