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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 |
EHC
1
Everett Harris & Co
Los Angeles,
California
| $350K | – | – | – |
|
| 2 |
PPA
2
Parametric Portfolio Associates
Seattle,
Washington
| $329K | -$48.3K | -1,925 | -13% |
|
| 3 |
BRC
3
Bell Rock Capital
Rehoboth Beach,
Delaware
| $50K | -$18.8K | -750 | -27% |
|
| 4 |
AWMS
4
Advocacy Wealth Management Services
Atlanta,
Georgia
| $13K | – | – | – |
|
| 5 |
SOAMC
5
Spirit of America Management Corp
Syosset,
New York
| – | -$554K | -22,000 | Closed |
|
| 6 |
NIA
6
Northstar Investment Advisors
Denver,
Colorado
| – | -$245K | -9,720 | Closed |
|
| 7 |
IP
7
Intellectus Partners
San Francisco,
California
| – | -$2K | -93 | Closed |
|