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SITE Centers

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$16K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$16K +$425 +36 +2%
MAM
203
Meeder Asset Management
Ohio
$14K -$342 -29 -2%
FHA
204
First Horizon Advisors
Tennessee
$13K -$9.9K -839 -41%
EI
205
Ellevest Inc
New York
$13K +$212 +18 +1%
Bessemer Group
206
Bessemer Group
New Jersey
$11K
BWM
207
Baystate Wealth Management
Massachusetts
$9K +$71 +6 +0.7%
TWA
208
TCI Wealth Advisors
Arizona
$9K +$1.56K +132 +19%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$8K -$1.31K -111 -13%
TPCW
210
TD Private Client Wealth
New York
$7K -$2.58K -219 -25%
PCG
211
Private Capital Group
Connecticut
$7K -$543 -46 -7%
APA
212
American Portfolios Advisors
New York
$6.64K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$6K -$484 -41 -6%
CFGS
214
Concourse Financial Group Securities
Alabama
$6K
WT
215
Whittier Trust
California
$5K
S
216
SignatureFD
Georgia
$3K +$1.31K +111 +64%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.39K +118 +62%
FPS
218
Fieldpoint Private Securities
Connecticut
$2K -$1.96K -166 -50%
AF
219
Allworth Financial
California
$2K
CFFP
220
Center for Financial Planning
Michigan
$2K
CCA
221
Column Capital Advisors
Indiana
$2K
Group One Trading
222
Group One Trading
Illinois
$2K
UB
223
UMB Bank
Missouri
$2K
GRP
224
Global Retirement Partners
California
$2K +$1.18K +100 +179%
BTI
225
Blue Trust Inc
Georgia
$2K +$1.78K +151 New