Wealth Management Stocks List

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Symbol Grade Name
BMRC Bank of Marin Bancorp
BPFH Boston Private Financial Holdings, Inc.
CVLY Codorus Valley Bancorp, Inc
EBTC Enterprise Bancorp Inc
HTLF Heartland Financial USA, Inc.
IBKC IBERIABANK Corporation
MFSF MutualFirst Financial Inc.
NKSH National Bankshares, Inc.
SEIC SEI Investments Company
TRST TrustCo Bank Corp NY
AUB Atlantic Union Bankshares Corporation
UMBF UMB Financial Corporation
WNEB Western New England Bancorp, Inc.
TFC Truist Financial Corporation
BKU BankUnited, Inc.
BMO Bank Of Montreal
BNS Bank Nova Scotia Halifax Pfd 3
C Citigroup, Inc.
CS Credit Suisse Group
DB Deutsche Bank AG
FRC FIRST REPUBLIC BANK
GBL Gamco Investors, Inc.
GNW Genworth Financial Inc
INFY Infosys Limited
JEF Jefferies Financial Group Inc.
MFG Mizuho Financial Group, Inc. Sponosred ADR (Japan)
NML Neuberger Berman MLP Income Fund Inc.
NOAH Noah Holdings Limited
PB Prosperity Bancshares, Inc.
RY Royal Bank Of Canada
TMP Tompkins Financial Corporation
UBS UBS AG
WFC Wells Fargo & Company
DSE Duff & Phelps Select Energy MLP Fund Inc.
SSB South State Corporation
CBFV CB Financial Services, Inc. (PA)
JP Jupai Holdings Limited
IBKCP IBERIABANK Corporation
IBKCO IBERIABANK Corporation
FHB First Hawaiian, Inc.
CSTR CapStar Financial Holdings, Inc.
GNTY Guaranty Bancshares, Inc.
FOCS Focus Financial Partners Inc.
AMTB Mercantil Bank Holding Corporation - Class A
AMTBB Mercantil Bank Holding Corporation - Class B
PUYI Puyi Inc.
RILYO B. Riley Financial, Inc. - 6.75% Senior Notes due 2024
AMK AssetMark Financial Holdings, Inc.
IFS Intercorp Financial Services Inc.
THBRU Thunder Bridge Acquisition II, Ltd. - Units
RILYN B. Riley Financial, Inc. - 6.50% Senior Notes Due 2026
THBR Thunder Bridge Acquisition II, Ltd.
RILYP B. Riley Financial, Inc. - Depositary Shares, each representing a 1/1000th fractional interest in a share of Series A Cumulative Perpetual Preferred Stock
RILYM B. Riley Financial, Inc. - 6.375% Senior Notes due 2025
OCFCP OceanFirst Financial Corp.
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Recent Signals

Date Stock Signal Type
2020-05-29 AMK 180 Bullish Setup Bullish Swing Setup
2020-05-29 AMK Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2020-05-29 AMK Crossed Above 200 DMA Bullish
2020-05-29 AMTB Pocket Pivot Bullish Swing Setup
2020-05-29 AMTB 50 DMA Resistance Bearish
2020-05-29 AMTB Volume Surge Other
2020-05-29 AMTB Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2020-05-29 AMTBB 20 DMA Support Bullish
2020-05-29 AMTBB Narrow Range Bar Range Contraction
2020-05-29 BMO Spinning Top Other
2020-05-29 BMRC Stochastic Sell Signal Bearish
2020-05-29 BPFH Expansion Pivot Sell Setup Bearish Swing Setup
2020-05-29 BPFH Fell Below 50 DMA Bearish
2020-05-29 C Stochastic Sell Signal Bearish
2020-05-29 C Slingshot Bullish Bullish Swing Setup
2020-05-29 CBFV Pocket Pivot Bullish Swing Setup
2020-05-29 CBFV Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2020-05-29 CS Stochastic Sell Signal Bearish
2020-05-29 CS Narrow Range Bar Range Contraction
2020-05-29 CSTR Upper Bollinger Band Walk Strength
2020-05-29 CSTR Slingshot Bullish Bullish Swing Setup
2020-05-29 CVLY Fell Below 50 DMA Bearish
2020-05-29 DB Spinning Top Other
2020-05-29 DB Upper Bollinger Band Walk Strength
2020-05-29 DB Stochastic Sell Signal Bearish
2020-05-29 DSE Narrow Range Bar Range Contraction
2020-05-29 DSE Upper Bollinger Band Walk Strength
2020-05-29 DSE Lizard Bearish Bearish Day Trade Setup
2020-05-29 DSE Doji - Bearish? Reversal
2020-05-29 DSE Shooting Star Candlestick Bearish
2020-05-29 FHB NR7 Range Contraction
2020-05-29 FOCS Slingshot Bullish Bullish Swing Setup
2020-05-29 FOCS Upper Bollinger Band Walk Strength
2020-05-29 FRC Slingshot Bullish Bullish Swing Setup
2020-05-29 GBL Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2020-05-29 GBL Slingshot Bullish Bullish Swing Setup
2020-05-29 GBL Stochastic Sell Signal Bearish
2020-05-29 GBL Spinning Top Other
2020-05-29 GNW Fell Below 20 DMA Bearish
2020-05-29 HTLF Narrow Range Bar Range Contraction
2020-05-29 IBKC Slingshot Bullish Bullish Swing Setup
2020-05-29 IBKC Stochastic Sell Signal Bearish
2020-05-29 IBKCO Upper Bollinger Band Walk Strength
2020-05-29 IBKCO Jack-in-the-Box Bullish Bullish Swing Setup
2020-05-29 IBKCP Narrow Range Bar Range Contraction
2020-05-29 IBKCP NR7 Range Contraction
2020-05-29 IBKCP Stochastic Sell Signal Bearish
2020-05-29 IFS Fell Below 20 DMA Bearish
2020-05-29 IFS Fell Below 50 DMA Bearish
2020-05-29 INFY 180 Bullish Setup Bullish Swing Setup
2020-05-29 JEF Volume Surge Other
2020-05-29 JEF Upper Bollinger Band Walk Strength
2020-05-29 JEF Stochastic Sell Signal Bearish
2020-05-29 JEF Slingshot Bullish Bullish Swing Setup
2020-05-29 JP Fell Below 50 DMA Bearish
2020-05-29 JP Narrow Range Bar Range Contraction
2020-05-29 JP Bollinger Band Squeeze Range Contraction
2020-05-29 JP MACD Bearish Signal Line Cross Bearish
2020-05-29 MFG Upper Bollinger Band Walk Strength
2020-05-29 NKSH Stochastic Reached Overbought Strength
2020-05-29 NKSH New Uptrend Bullish
2020-05-29 NML Pocket Pivot Bullish Swing Setup
2020-05-29 NML 180 Bullish Setup Bullish Swing Setup
2020-05-29 NML Upper Bollinger Band Walk Strength
2020-05-29 NOAH Pocket Pivot Bullish Swing Setup
2020-05-29 NOAH Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2020-05-29 NOAH Bollinger Band Squeeze Range Contraction
2020-05-29 NOAH Crossed Above 20 DMA Bullish
2020-05-29 OCFCP New 52 Week High Strength
2020-05-29 PB Spinning Top Other
2020-05-29 PB 200 DMA Support Bullish
2020-05-29 PB Upper Bollinger Band Walk Strength
2020-05-29 PUYI Fell Below 20 DMA Bearish
2020-05-29 RILYM 20 DMA Support Bullish
2020-05-29 RILYP 20 DMA Support Bullish
2020-05-29 RILYP Lizard Bearish Bearish Day Trade Setup
2020-05-29 RILYP Shooting Star Candlestick Bearish
2020-05-29 RY Upper Bollinger Band Walk Strength
2020-05-29 SEIC Stochastic Sell Signal Bearish
2020-05-29 SEIC Slingshot Bullish Bullish Swing Setup
2020-05-29 SEIC Upper Bollinger Band Walk Strength
2020-05-29 SSB Fell Below 50 DMA Bearish
2020-05-29 TFC Slingshot Bullish Bullish Swing Setup
2020-05-29 THBR Narrow Range Bar Range Contraction
2020-05-29 THBRU Wide Range Bar Range Expansion
2020-05-29 THBRU 50 DMA Support Bullish
2020-05-29 THBRU 20 DMA Support Bullish
2020-05-29 TRST Stochastic Sell Signal Bearish
2020-05-29 TRST Slingshot Bullish Bullish Swing Setup
2020-05-29 UBS Narrow Range Bar Range Contraction
2020-05-29 UMBF Slingshot Bullish Bullish Swing Setup
2020-05-29 UMBF Stochastic Sell Signal Bearish
2020-05-29 UMBF Narrow Range Bar Range Contraction
2020-05-29 WNEB Expansion Pivot Sell Setup Bearish Swing Setup
2020-05-29 WNEB 20 DMA Support Bullish
2020-05-29 WNEB Fell Below 50 DMA Bearish

Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.

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