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NYC

American Strategic Investment Co

Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$141K +$13.1K +1,584 +10%
AWM
2
AE Wealth Management
Kansas
$80.1K +$85.9K +10,368 New
Osaic Holdings
3
Osaic Holdings
Arizona
$20K -$29.3K -3,533 -58%
TRCT
4
Tower Research Capital (TRC)
New York
$5.67K -$12.6K -1,523 -68%
CAS
5
Coppell Advisory Solutions
Texas
$3.84K +$4K +482 New
SS
6
Sunbelt Securities
Texas
$2.67K -$622 -75 -18%
Bank of America
7
Bank of America
North Carolina
$1.82K +$83 +10 +5%
WTA
8
Washington Trust Advisors
Massachusetts
$1.79K
GRP
9
Global Retirement Partners
California
$1.54K
UBS Group
10
UBS Group
Switzerland
$1.17K +$91 +11 +8%
NFSG
11
Newbridge Financial Services Group
Florida
$1.04K -$688 -83 -39%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1K
Morgan Stanley
13
Morgan Stanley
New York
$925 +$282 +34 +41%
SL
14
Salomon & Ludwin
Virginia
$564
Wells Fargo
15
Wells Fargo
California
$355 -$141 -17 -28%
GWMIA
16
Global Wealth Management Investment Advisory
Florida
$295 -$970 -117 -76%
BFPW
17
BOK Financial Private Wealth
Colorado
$104 +$108 +13 New
CP
18
Castleview Partners
Texas
$80
JP Morgan Chase
19
JP Morgan Chase
New York
$16 -$1.62K -195 -99%
Vanguard Group
20
Vanguard Group
Pennsylvania
-$669K -73,500 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$6.75K -815 -98%
BlackRock
22
BlackRock
New York
-$3.86K -424 Closed
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
-$1.54K -169 Closed
KA
24
Kozak & Associates
Colorado
-$1.38K -154 Closed
NS
25
NBC Securities
Alabama
-$1K -138 Closed