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BPFH
Boston Private Financial Holdings, Inc.
BPFH
BPFH
Delisted
BPFH was delisted on the 30th of June, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 176 |
GT
176
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$25K | -1,550 | Closed |
|
| 177 |
CWA
177
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$6K | -399 | Closed |
|
| 178 |
LTFS
178
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$4K | -261 | Closed |
|
| 179 |
CAW
179
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$1K | -76 | Closed |
|
| 180 |
CAG
180
Csenge Advisory Group
Clearwater,
Florida
| – | +$336 | +23 | New |
|