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CaliberCos
CWD
CWD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $51.1K | +$42.9K | +11,514 | New |
|
2
Brookwood Investment Group
Phoenix,
Arizona
| $50.8K | +$42.7K | +11,452 | New |
|
3
Fortitude Family Office
Scottsdale,
Arizona
| $10.7K | – | – | – |
|
4
Morgan Stanley
New York
| $7.86K | +$6.6K | +1,770 | New |
|
5
JP Morgan Chase
New York
| $5.84K | +$4.9K | +1,315 | New |
|
6
Tower Research Capital (TRC)
New York
| $5.27K | +$2.67K | +717 | +153% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
8
Citigroup
New York
| $1.44K | +$1.21K | +325 | New |
|
9
Crewe Advisors
Salt Lake City,
Utah
| $538 | -$1.86K | -500 | -81% |
|
10
Bank of America
Charlotte,
North Carolina
| $31 | -$1.29K | -346 | -98% |
|
11
UBS Group
Zurich,
Switzerland
| – | -$8.36K | -2,367 | Closed |
|
12
Raymond James Financial
St Petersburg,
Florida
| – | -$1.06K | -300 | Closed |
|