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
$18.3M +$1.25M +34,645 +8%
HighTower Advisors
2
HighTower Advisors
Illinois
$14.9M +$1.32M +36,468 +10%
Stifel Financial
3
Stifel Financial
Missouri
$11.5M +$2.35M +64,943 +27%
HW
4
Hedeker Wealth
Illinois
$6.31M +$602K +16,646 +11%
LIG
5
Lokken Investment Group
Delaware
$5.12M +$314K +8,675 +7%
RJA
6
Raymond James & Associates
Florida
$4.84M +$1.19M +32,938 +35%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$4.37M +$432K +11,958 +12%
FCCM
8
First City Capital Management
Georgia
$3.9M +$873K +24,155 +31%
SPIA
9
Steward Partners Investment Advisory
New York
$3.69M +$326K +9,007 +10%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$3.53M +$1.41M +39,087 +72%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.33M -$151K -4,167 -5%
TNB
12
Thomasville National Bank
Georgia
$2.69M +$89.4K +2,474 +4%
CIA
13
Cape Investment Advisory
Georgia
$2.34M +$471K +13,021 +27%
WCG
14
Weaver Consulting Group
California
$2.31M +$193K +5,343 +10%
WA
15
Waverly Advisors
Alabama
$1.97M +$1.87M +51,867 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.68M +$658K +18,216 +70%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.62M -$1.92M -53,230 -55%
ATC
18
Argent Trust Co
Tennessee
$1.39M +$509K +14,070 +62%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.29M -$412K -11,388 -25%
NFG
20
Nations Financial Group
Iowa
$1.25M +$786K +21,750 +194%
PCIA
21
Prime Capital Investment Advisors
Kansas
$978K +$677K +18,730 +265%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$941K +$11.2K +311 +1%
GS
23
GTS Securities
Florida
$738K +$703K +19,454 New
TI
24
Tidal Investments
Wisconsin
$703K -$78.9K -2,182 -11%
FAM
25
Frontier Asset Management
Wyoming
$702K -$239K -6,600 -26%