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Waterstone Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$10.8K +$6.53K +443 +123%
AB
77
Amalgamated Bank
New York
$10K
SCM
78
Sterling Capital Management
North Carolina
$6.93K +$6.83K +464 +892%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$6.3K +$5.33K +362 +338%
SAM
80
Smartleaf Asset Management
Massachusetts
$4.61K +$678 +46 +15%
EWA
81
EverSource Wealth Advisors
Alabama
$3.79K
PWMG
82
Private Wealth Management Group
New Jersey
$1.61K
SS
83
SBI Securities
Japan
$1.29K +$1.41K +96 New
Bessemer Group
84
Bessemer Group
New Jersey
$1K
CPG
85
Cornerstone Planning Group
New Jersey
$851
TWD
86
True Wealth Design
Ohio
$753 +$825 +56 New
RIL
87
Rothschild Investment LLC
Illinois
$538 +$442 +30 +300%
US Bancorp
88
US Bancorp
Minnesota
$188
GI
89
GAMMA Investing
California
$188 +$206 +14 New
HNB
90
Huntington National Bank
Ohio
$13
QC
91
Quent Capital
New York
$9
BGIM
92
Brandywine Global Investment Management
Pennsylvania
-$1.57M -108,971 Closed
PWPS
93
Pinnacle Wealth Planning Services
Ohio
-$204K -13,881 Closed
CPA
94
Capital Performance Advisors
California
-$7.14K -486 Closed
AF
95
Allworth Financial
California
-$1.93K -131 Closed
WAS
96
Winch Advisory Services
Wisconsin
-$1.47K -100 Closed
VAMG
97
Voisard Asset Management Group
Michigan
-$456 -31 Closed