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NYC

American Strategic Investment Co

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$614K +$509K +46,702 New
Geode Capital Management
2
Geode Capital Management
Massachusetts
$284K +$2.02K +185 +0.9%
Citadel Advisors
3
Citadel Advisors
Florida
$139K +$115K +10,560 New
UBS Group
4
UBS Group
Switzerland
$46.6K +$14.2K +1,307 +58%
Osaic Holdings
5
Osaic Holdings
Arizona
$35K -$937 -86 -3%
BF
6
BOK Financial
Oklahoma
$6.48K -$272 -25 -5%
Raymond James Financial
7
Raymond James Financial
Florida
$5.08K +$4.22K +387 New
TRCT
8
Tower Research Capital (TRC)
New York
$4.81K -$2.36K -217 -37%
WTA
9
Washington Trust Advisors
Massachusetts
$2.94K
GRP
10
Global Retirement Partners
California
$2.54K +$2.1K +193 New
SS
11
Sunbelt Securities
Texas
$1.97K +$1.68K +154 +197%
BTI
12
Blue Trust Inc
Georgia
$1.06K
NFSG
13
Newbridge Financial Services Group
Florida
$1.01K -$447 -41 -35%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.57K -144 -77%
PIS
15
POM Investment Strategies
North Carolina
$999 +$828 +76 New
AAS
16
Ameritas Advisory Services
Nebraska
$933 +$774 +71 New
Bank of America
17
Bank of America
North Carolina
$893 -$185 -17 -20%
Wells Fargo
18
Wells Fargo
California
$892 +$414 +38 +127%
Morgan Stanley
19
Morgan Stanley
New York
$867
JP Morgan Chase
20
JP Morgan Chase
New York
$39
CAS
21
Coppell Advisory Solutions
Texas
-$194K -17,436 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$2K -205 Closed
T
23
Transce3nd
Texas
-$1.3K -116 Closed
AssetMark Inc
24
AssetMark Inc
California
-$459 -41 Closed
HNB
25
Huntington National Bank
Ohio
-$325 -29 Closed