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FinWise Bancorp
FINW
FINW
13.98
USD
-0.02
0.14%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.14%
5 days
-1.89%
1 month
-0.85%
3 months
-3.05%
6 months
-16.49%
Year to date
-19.84%
1 year
-28.12%
5 years
9.82%
10 years
9.82%
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 |
|
|---|---|---|---|---|---|---|
| 51 |
C
51
Covestor
London,
United Kingdom
| $1K | +$85 | +5 | +19% |
|
| 52 |
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $587 | +$341 | +20 | +118% |
|
| 53 |
53
Fidelity Investments
Boston,
Massachusetts
| $190 | -$1.04K | -61 | -84% |
|
| 54 |
AF
54
Allworth Financial
Folsom,
California
| $32 | +$34 | +2 | New |
|
| 55 |
EWA
55
EverSource Wealth Advisors
Birmingham,
Alabama
| $32 | +$34 | +2 | New |
|
| 56 |
EP
56
Essential Partners
Rancho Santa Fe,
California
| $16 | – | – | – |
|
| 57 |
SCP
57
Siena Capital Partners
Chicago,
Illinois
| – | -$1.64M | -91,588 | Closed |
|
| 58 |
58
Millennium Management
New York
| – | -$224K | -12,496 | Closed |
|
| 59 |
MIM
59
MetLife Investment Management
Whippany,
New Jersey
| – | -$110K | -6,140 | Closed |
|
| 60 |
60
Bank of America
Charlotte,
North Carolina
| – | -$106K | -5,915 | Closed |
|
| 61 |
AB
61
Amalgamated Bank
New York
| – | -$5K | -292 | Closed |
|
| 62 |
VWWMG
62
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| – | -$2.69K | -150 | Closed |
|
| 63 |
TFA
63
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1.22K | -68 | Closed |
|