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Ballast Small/Mid Cap ETF
MGMT
MGMT
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
26
Centric Wealth Management
Chicago,
Illinois
| $387K | +$375K | +10,906 | New |
|
|
RJT
27
Raymond James Trust
St. Petersburg,
Florida
| $370K | +$86.8K | +2,524 | +34% |
|
|
PCIA
28
Prime Capital Investment Advisors
Overland Park,
Kansas
| $262K | +$243K | +7,075 | New |
|
|
SB
29
Strategic Blueprint
Atlanta,
Georgia
| $254K | -$3.78K | -110 | -2% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $44.6K | +$4.06K | +118 | +11% |
|
31
UBS Group
Zurich,
Switzerland
| $25K | +$16.6K | +482 | +248% |
|
32
Morgan Stanley
New York
| $7.59K | +$7.05K | +205 | New |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $6.62K | +$6.15K | +179 | New |
|
34
Wells Fargo
San Francisco,
California
| $34 | +$34 | +1 | New |
|
|
SMA
35
Sage Mountain Advisors
Atlanta,
Georgia
| – | -$355K | -10,290 | Closed |
|