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Beacon Financial Corp

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$14K – – –
KPW
152
Kore Private Wealth
New York
$9K +$10.9K +850 New
GEA
153
Glen Eagle Advisors
New Jersey
$8.5K -$48.6K -3,785 -83%
Glenmede Trust
154
Glenmede Trust
Pennsylvania
$7K -$2.7K -210 -21%
APWM
155
Atlas Private Wealth Management
New York
$7K – – –
CA
156
Centerpoint Advisors
Massachusetts
$6K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
VCM
158
Versant Capital Management
Arizona
$3K -$2.09K -163 -36%
CB
159
Community Bank
New York
$3K – – –
First Manhattan
160
First Manhattan
New York
$3K – – –
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$3K +$3.85K +300 New
Parallel Advisors
162
Parallel Advisors
California
$3K +$4.25K +331 New
FHA
163
Flagship Harbor Advisors
Massachusetts
$2K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$2K +$1.47K +114 +278%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$2K +$1.67K +130 +684%
HIA
166
Harbor Investment Advisory
Maryland
$2K +$2.42K +188 New
MAM
167
Meeder Asset Management
Ohio
$1K -$10.2K -796 -87%
SignatureFD
168
SignatureFD
Georgia
$1K +$951 +74 +154%
Orion Portfolio Solutions
169
Orion Portfolio Solutions
Nebraska
$1K +$1.14K +89 New
CWC
170
Carolinas Wealth Consulting
North Carolina
$1K +$1.54K +120 New
HAM
171
Hillcrest Asset Management
Texas
– -$5M -336,665 Closed
EC
172
EJF Capital
Virginia
– -$2.53M -170,029 Closed
Brandywine Global Investment Management
173
Brandywine Global Investment Management
Pennsylvania
– -$1.73M -116,220 Closed
Zurich Insurance Group
174
Zurich Insurance Group
Switzerland
– -$1.57M -105,900 Closed
AIM
175
Aigen Investment Management
New York
– -$1.11M -74,519 Closed