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PSA.PRD
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PSA.PRD
PSA.PRD
Delisted
PSA.PRD was delisted on the 19th of July, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SOAMC
1
Spirit of America Management Corp
Syosset,
New York
| $554K | – | – | – |
|
| 2 |
PPA
2
Parametric Portfolio Associates
Seattle,
Washington
| $380K | +$16.4K | +661 | +5% |
|
| 3 |
EHC
3
Everett Harris & Co
Los Angeles,
California
| $353K | – | – | – |
|
| 4 |
NIA
4
Northstar Investment Advisors
Denver,
Colorado
| $245K | +$241K | +9,720 | New |
|
| 5 |
BRC
5
Bell Rock Capital
Rehoboth Beach,
Delaware
| $69K | – | – | – |
|
| 6 |
AWMS
6
Advocacy Wealth Management Services
Atlanta,
Georgia
| $13K | +$12.7K | +510 | New |
|
| 7 |
IP
7
Intellectus Partners
San Francisco,
California
| $2K | – | – | – |
|
| 8 |
RIG
8
Roosevelt Investment Group
New York
| – | -$202K | -8,245 | Closed |
|