We are live on ! Find out more
MGMT icon

Ballast Small/Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1
Consolidated Planning Corp
Georgia
$34.9M +$503K +10,420 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$11.5M +$5.12M +106,116 +89%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$10.3M -$595K -12,326 -6%
HW
4
Hedeker Wealth
Illinois
$8.63M +$341K +7,072 +4%
EFA
5
Englebert Financial Advisers
Pennsylvania
$8.57M -$126K -2,613 -2%
FCCM
6
First City Capital Management
Georgia
$7.68M +$219K +4,545 +3%
WCG
7
Weaver Consulting Group
California
$7.64M +$278K +5,770 +4%
DWM
8
Dakota Wealth Management
Florida
$7.39M -$19.4K -402 -0.3%
CA
9
Commerce Advisors
Tennessee
$6.73M +$3.59M +74,347 +129%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.19M +$142K +2,937 +4%
CIA
11
Cape Investment Advisory
Georgia
$4.15M +$9.51K +197 +0.2%
TNB
12
Thomasville National Bank
Georgia
$3.61M +$3.42M +70,853 New
WA
13
Waverly Advisors
Alabama
$2.92M -$124K -2,573 -4%
SPIA
14
Steward Partners Investment Advisory
New York
$2.5M -$7.96K -165 -0.3%
HWM
15
HB Wealth Management
Georgia
$2.08M
HighTower Advisors
16
HighTower Advisors
Illinois
$2.06M -$1.94M -40,203 -50%
ATC
17
Argent Trust Co
Tennessee
$1.97M
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.82M +$57.7K +1,196 +3%
CSP
19
Cary Street Partners
Virginia
$1.39M +$1.32M +27,279 New
BEI
20
Benjamin Edwards Inc
Missouri
$1.37M -$10.1K -209 -0.8%
GS
21
GTS Securities
Florida
$1.3M +$1.23M +25,495 New
NFG
22
Nations Financial Group
Iowa
$1.27M
HT
23
Heritage Trust
Oklahoma
$759K +$77.6K +1,609 +12%
MGI
24
Miller Global Investments
Texas
$729K -$13.2K -274 -2%
PFA
25
Pure Financial Advisors
California
$695K +$5.89K +122 +0.9%