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Customers Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
276
Westside Investment Management
California
$1.42K – – –
CMA
277
Cedar Mountain Advisors
Oregon
$1.34K – – –
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$1.34K – – –
KG
279
Kilter Group
New York
$1.27K -$76 -1 -6%
GRP
280
Global Retirement Partners
California
$1.27K +$1.21K +16 New
WA
281
Whipplewood Advisors
Colorado
$1.19K – – –
LFG
282
Larson Financial Group
Missouri
$1.11K +$227 +3 +27%
C
283
Covestor
United Kingdom
$1K +$454 +6 +300%
TM
284
Torren Management
California
$870 – – –
DF
285
DecisionPoint Financial
Arizona
$719 – – –
PMFA
286
Plante Moran Financial Advisors
Michigan
$633 +$605 +8 New
CA
287
Clearstead Advisors
Ohio
$554 +$530 +7 New
ZBNA
288
Zions Bancorporation, National Association
Utah
$475 – – –
TWD
289
True Wealth Design
Ohio
$317 – – –
AW
290
Ankerstar Wealth
Texas
$316 – – –
IA
291
IFP Advisors
Florida
$316 – – –
GIA
292
GHP Investment Advisors
Colorado
$159 – – –
GWM
293
Gilpin Wealth Management
Colorado
$159 – – –
JWA
294
JFS Wealth Advisors
Pennsylvania
$159 +$151 +2 New
DCM
295
Davis Capital Management
Florida
$158 +$151 +2 New
AWM
296
Abound Wealth Management
Tennessee
$80 -$151 -2 -67%
SSG
297
Summit Securities Group
New York
$79 +$76 +1 New
Walleye Capital
298
Walleye Capital
New York
– -$1.98M -28,507 Closed
SPS
299
Susquehanna Portfolio Strategies
Pennsylvania
– -$1,000K -14,403 Closed
IECM
300
Intrinsic Edge Capital Management
Illinois
– -$694K -10,000 Closed