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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
$162K -$6.84K -755 -4%
Osaic Holdings
2
Osaic Holdings
Arizona
$19.2K -$743 -82 -4%
UBS Group
3
UBS Group
Switzerland
$13.9K -$42.5K -4,688 -76%
Morgan Stanley
4
Morgan Stanley
New York
$10K +$9.21K +1,017 +1,541%
BF
5
BOK Financial
Oklahoma
$4.86K +$4.75K +525 New
TRCT
6
Tower Research Capital (TRC)
New York
$3.96K -$5.92K -653 -60%
CAS
7
Coppell Advisory Solutions
Texas
$3.82K -$272 -30 -6%
SS
8
Sunbelt Securities
Texas
$2.14K -$1.3K -144 -38%
WTA
9
Washington Trust Advisors
Massachusetts
$2.07K
GRP
10
Global Retirement Partners
California
$1.78K
ACA
11
American Capital Advisory
Idaho
$1.16K +$1.13K +125 New
FPF
12
First Pacific Financial
Washington
$878 +$861 +95 New
BTI
13
Blue Trust Inc
Georgia
$775
Bank of America
14
Bank of America
North Carolina
$499 -$9 -1 -2%
NI
15
NCP Inc
California
$434
Wells Fargo
16
Wells Fargo
California
$274
Fidelity Investments
17
Fidelity Investments
Massachusetts
$231 +$226 +25 New
BFPW
18
BOK Financial Private Wealth
Colorado
$121
JP Morgan Chase
19
JP Morgan Chase
New York
$28
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$2K -250 Closed
NFSG
21
Newbridge Financial Services Group
Florida
-$1.25K -131 Closed
JPWM
22
Jamison Private Wealth Management
Georgia
-$814 -85 Closed
TCM
23
TruNorth Capital Management
Michigan
-$306 -32 Closed
CP
24
Castleview Partners
Texas
-$96 -10 Closed
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
+$399 +44 New