Wealth Management Stocks List

Symbol Grade Name % Change
BMRC D Bank of Marin Bancorp -0.89
BPFH C Boston Private Financial Holdings, Inc. -1.50
CVLY D Codorus Valley Bancorp, Inc -0.62
EBTC B Enterprise Bancorp Inc 0.12
HTLF C Heartland Financial USA, Inc. -1.33
NKSH C National Bankshares, Inc. -0.83
SEIC C SEI Investments Company -11.00
SIEB F Siebert Financial Corp. 1.04
TRST C TrustCo Bank Corp NY -1.28
AUB C Atlantic Union Bankshares Corporation -2.40
UMBF C UMB Financial Corporation -1.47
WNEB D Western New England Bancorp, Inc. -3.22
TFC C Truist Financial Corporation -1.60
BKU D BankUnited, Inc. -0.76
BMO A Bank Of Montreal -0.03
BNS B Bank Nova Scotia Halifax Pfd 3 -0.11
C C Citigroup, Inc. -1.19
CS F Credit Suisse Group -3.56
DB C Deutsche Bank AG -2.34
FRC B FIRST REPUBLIC BANK -1.20
GBL D Gamco Investors, Inc. -1.19
GNW B Genworth Financial Inc -0.53
INFY D Infosys Limited -1.38
JEF C Jefferies Financial Group Inc. -2.20
MFG D Mizuho Financial Group, Inc. Sponosred ADR (Japan) -1.39
NML B Neuberger Berman MLP Income Fund Inc. -1.15
NOAH D Noah Holdings Limited 0.38
PB D Prosperity Bancshares, Inc. -1.02
RY B Royal Bank Of Canada -0.33
TMP D Tompkins Financial Corporation -0.79
UBS C UBS AG -1.75
WFC B Wells Fargo & Company -1.25
DSE C Duff & Phelps Select Energy MLP Fund Inc. -0.36
SSB D South State Corporation -1.98
CBFV D CB Financial Services, Inc. (PA) 0.62
JP D Jupai Holdings Limited 1.89
FHB D First Hawaiian, Inc. -0.33
CSTR C CapStar Financial Holdings, Inc. -0.96
GNTY B Guaranty Bancshares, Inc. -0.91
RILYZ A B. Riley Financial, Inc. - 7.50% Senior Notes Due 2027 0.00
RILYG C B. Riley Financial, Inc. - 7.25% Senior Notes due 2027 0.08
RILYH A B. Riley Financial, Inc. - 7.375% Senior Notes Due 2023 0.52
FOCS D Focus Financial Partners Inc. 2.27
AMTB C Mercantil Bank Holding Corporation - Class A -1.56
AMTBB C Mercantil Bank Holding Corporation - Class B -0.76
PUYI F Puyi Inc. -0.99
RILYO B B. Riley Financial, Inc. - 6.75% Senior Notes due 2024 0.23
AMK F AssetMark Financial Holdings, Inc. 0.00
IFS F Intercorp Financial Services Inc. -4.52
THBRU F Thunder Bridge Acquisition II, Ltd. - Units 0.00
RILYN D B. Riley Financial, Inc. - 6.50% Senior Notes Due 2026 0.00
THBR F Thunder Bridge Acquisition II, Ltd. 0.10
RILYP C B. Riley Financial, Inc. - Depositary Shares, each representing a 1/1000th fractional interest in a share of Series A Cumulative Perpetual Preferred Stock -0.41
RILYM C B. Riley Financial, Inc. - 6.375% Senior Notes due 2025 -0.04
OCFCP B OceanFirst Financial Corp. -0.56
SII B Sprott Inc. 0.36
RILYL C B. Riley Financial, Inc. - Depositary Shares, each representing a 1/1000th fractional interest in a share of Series B Cumulative Perpetual Preferred Stock -0.22
EBC A Eastern Bankshares, Inc. 0.15
HYW D Hywin Holdings Ltd. -2.11
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Recent Signals

Date Stock Signal Type
2021-04-22 AMK Hammer Candlestick Bullish
2021-04-22 AMTB 180 Bearish Setup Bearish Swing Setup
2021-04-22 AMTB 20 DMA Resistance Bearish
2021-04-22 AMTB Fell Below 50 DMA Bearish
2021-04-22 AMTB Stochastic Reached Oversold Weakness
2021-04-22 AMTB Bollinger Band Squeeze Range Contraction
2021-04-22 AMTBB Bollinger Band Squeeze Range Contraction
2021-04-22 AUB MACD Bearish Centerline Cross Bearish
2021-04-22 AUB Bollinger Band Squeeze Range Contraction
2021-04-22 AUB Fell Below 50 DMA Bearish
2021-04-22 AUB 180 Bearish Setup Bearish Swing Setup
2021-04-22 BKU Bollinger Band Squeeze Range Contraction
2021-04-22 BKU 20 DMA Resistance Bearish
2021-04-22 BKU 180 Bearish Setup Bearish Swing Setup
2021-04-22 BKU 50 DMA Resistance Bearish
2021-04-22 BMO Bollinger Band Squeeze Range Contraction
2021-04-22 BMO 20 DMA Support Bullish
2021-04-22 BMRC Lower Bollinger Band Walk Weakness
2021-04-22 BMRC 180 Bearish Setup Bearish Swing Setup
2021-04-22 BMRC Calm After Storm Range Contraction
2021-04-22 BPFH Bollinger Band Squeeze Range Contraction
2021-04-22 BPFH Fell Below 50 DMA Bearish
2021-04-22 C Bollinger Band Squeeze Range Contraction
2021-04-22 C Lower Bollinger Band Walk Weakness
2021-04-22 C 180 Bearish Setup Bearish Swing Setup
2021-04-22 C Fell Below 50 DMA Bearish
2021-04-22 CBFV Narrow Range Bar Range Contraction
2021-04-22 CS Expansion Breakdown Bearish Swing Setup
2021-04-22 CS Stochastic Reached Oversold Weakness
2021-04-22 CSTR Bollinger Band Squeeze Range Contraction
2021-04-22 CSTR 20 DMA Resistance Bearish
2021-04-22 CSTR New Uptrend Bullish
2021-04-22 CVLY Fell Below 50 DMA Bearish
2021-04-22 DB Bollinger Band Squeeze Range Contraction
2021-04-22 DB Narrow Range Bar Range Contraction
2021-04-22 DB Stochastic Reached Oversold Weakness
2021-04-22 DB Lower Bollinger Band Walk Weakness
2021-04-22 DB 180 Bearish Setup Bearish Swing Setup
2021-04-22 DSE Bollinger Band Squeeze Range Contraction
2021-04-22 EBC Doji - Bearish? Reversal
2021-04-22 EBC New 52 Week High Strength
2021-04-22 EBC Upper Bollinger Band Walk Strength
2021-04-22 EBC Shooting Star Candlestick Bearish
2021-04-22 EBTC Bollinger Band Squeeze Range Contraction
2021-04-22 EBTC Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-04-22 EBTC Narrow Range Bar Range Contraction
2021-04-22 FHB Slingshot Bearish Bearish Swing Setup
2021-04-22 FHB Bollinger Band Squeeze Range Contraction
2021-04-22 FHB NR7 Range Contraction
2021-04-22 FHB 180 Bearish Setup Bearish Swing Setup
2021-04-22 FOCS Bollinger Band Squeeze Range Contraction
2021-04-22 GBL Bollinger Band Squeeze Range Contraction
2021-04-22 GBL Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-04-22 GBL Shooting Star Candlestick Bearish
2021-04-22 GBL 20 DMA Resistance Bearish
2021-04-22 GNTY NR7 Range Contraction
2021-04-22 GNW Lizard Bearish Bearish Day Trade Setup
2021-04-22 GNW Upper Bollinger Band Walk Strength
2021-04-22 GNW Doji - Bearish? Reversal
2021-04-22 GNW Shooting Star Candlestick Bearish
2021-04-22 HTLF NR7 Range Contraction
2021-04-22 HTLF Fell Below 50 DMA Bearish
2021-04-22 HTLF Bollinger Band Squeeze Range Contraction
2021-04-22 HTLF 180 Bearish Setup Bearish Swing Setup
2021-04-22 HYW Shooting Star Candlestick Bearish
2021-04-22 JP MACD Bullish Signal Line Cross Bullish
2021-04-22 JP Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-04-22 NKSH Bollinger Band Squeeze Range Contraction
2021-04-22 NML New 52 Week High Strength
2021-04-22 NML Bollinger Band Squeeze Range Contraction
2021-04-22 NOAH Shooting Star Candlestick Bearish
2021-04-22 NOAH Doji - Bearish? Reversal
2021-04-22 NOAH MACD Bullish Signal Line Cross Bullish
2021-04-22 OCFCP Jack-in-the-Box Bullish Bullish Swing Setup
2021-04-22 PB Bollinger Band Squeeze Range Contraction
2021-04-22 PB 180 Bearish Setup Bearish Swing Setup
2021-04-22 PB 20 DMA Resistance Bearish
2021-04-22 PB 50 DMA Resistance Bearish
2021-04-22 RILYG 180 Bearish Setup Bearish Swing Setup
2021-04-22 RILYG Calm After Storm Range Contraction
2021-04-22 RILYG Narrow Range Bar Range Contraction
2021-04-22 RILYG NR7-2 Range Contraction
2021-04-22 RILYG NR7 Range Contraction
2021-04-22 RILYG 1,2,3 Retracement Bearish Bearish Swing Setup
2021-04-22 RILYG Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-04-22 RILYH Expansion Pivot Buy Setup Bullish Swing Setup
2021-04-22 RILYH 20 DMA Resistance Bearish
2021-04-22 RILYH Crossed Above 50 DMA Bullish
2021-04-22 RILYH Volume Surge Other
2021-04-22 RILYH Wide Range Bar Range Expansion
2021-04-22 RILYH Pocket Pivot Bullish Swing Setup
2021-04-22 RILYL Calm After Storm Range Contraction
2021-04-22 RILYL Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-04-22 RILYL Fell Below 50 DMA Bearish
2021-04-22 RILYM Stochastic Buy Signal Bullish
2021-04-22 RILYN NR7 Range Contraction
2021-04-22 RILYN Narrow Range Bar Range Contraction
2021-04-22 RILYO Cup with Handle Other
2021-04-22 RILYP New 52 Week High Strength
2021-04-22 RILYP Fell Below 50 DMA Bearish
2021-04-22 RILYP 20 DMA Resistance Bearish
2021-04-22 RILYP Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-04-22 RILYP Lower Bollinger Band Walk Weakness
2021-04-22 RILYP Bollinger Band Squeeze Range Contraction
2021-04-22 RILYP Wide Range Bar Range Expansion
2021-04-22 RY Bollinger Band Squeeze Range Contraction
2021-04-22 SEIC Expansion Pivot Sell Setup Bearish Swing Setup
2021-04-22 SEIC Wide Range Bar Range Expansion
2021-04-22 SEIC Volume Surge Other
2021-04-22 SEIC 200 DMA Support Bullish
2021-04-22 SEIC Fell Below 50 DMA Bearish
2021-04-22 SEIC Fell Below 20 DMA Bearish
2021-04-22 SEIC 180 Bearish Setup Bearish Swing Setup
2021-04-22 SIEB 20 DMA Resistance Bearish
2021-04-22 SIEB MACD Bullish Signal Line Cross Bullish
2021-04-22 SIEB Doji - Bearish? Reversal
2021-04-22 SII Doji - Bearish? Reversal
2021-04-22 SII Pocket Pivot Bullish Swing Setup
2021-04-22 SSB Bollinger Band Squeeze Range Contraction
2021-04-22 SSB Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-04-22 SSB 180 Bearish Setup Bearish Swing Setup
2021-04-22 TFC 180 Bearish Setup Bearish Swing Setup
2021-04-22 THBR Narrow Range Bar Range Contraction
2021-04-22 THBR Death Cross Bearish
2021-04-22 THBR Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-04-22 TMP NR7 Range Contraction
2021-04-22 TRST 20 DMA Resistance Bearish
2021-04-22 TRST Bollinger Band Squeeze Range Contraction
2021-04-22 TRST Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-04-22 UBS MACD Bearish Centerline Cross Bearish
2021-04-22 UBS Stochastic Reached Oversold Weakness
2021-04-22 UBS Lower Bollinger Band Walk Weakness
2021-04-22 UMBF Bollinger Band Squeeze Range Contraction
2021-04-22 UMBF NR7-2 Range Contraction
2021-04-22 UMBF NR7 Range Contraction
2021-04-22 UMBF 20 DMA Resistance Bearish
2021-04-22 WFC Calm After Storm Range Contraction
2021-04-22 WFC NR7 Range Contraction
2021-04-22 WNEB 180 Bearish Setup Bearish Swing Setup
2021-04-22 WNEB Lower Bollinger Band Walk Weakness

Recent News for Wealth Management Stocks

Date Stock Title
Apr 23 CS Credit Suisse Group AG (CS) CEO Thomas Gottstein on Q1 2021 Results - Earnings Call Transcript
Apr 23 CS CREDIT SUISSE SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: Kahn Swick & Foti, LLC Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Credit Suisse Group AG - CS
Apr 23 CS Kessler Topaz Meltzer & Check, LLP Announces a Securities Fraud Class Action Lawsuit Filed Against Credit Suisse Group AG (CS)
Apr 23 C Citi retail banking units seen fetching $6B - Bloomberg
Apr 23 AUB Atlantic Union Bankshares Corporation (AUB) Q1 2021 Earnings Call Transcript
Apr 22 FHB Christopher Dods Named Vice Chairman and Chief Operating Officer at First Hawaiian, Inc. and First Hawaiian Bank
Apr 22 UBS Salesforce, Credit Suisse among UK's highest paying companies
Apr 22 DB Salesforce, Credit Suisse among UK's highest paying companies
Apr 22 CS Salesforce, Credit Suisse among UK's highest paying companies
Apr 22 BKU BankUnited, Inc. (BKU) CEO Rajinder Singh on Q1 2021 Results - Earnings Call Transcript
Apr 22 CSTR Capstar Financial (CSTR) Q1 Earnings Surpass Estimates
Apr 22 BPFH Boston Private Financial (BPFH) Q1 Earnings Miss Estimates
Apr 22 C Citi to pay NY mayor candidate and former executive McGuire over $5.7 million
Apr 22 GNW Genworth mortgage insurance units placed on review for upgrade by Moody's
Apr 22 JEF Steven Romick Drives Out Porsche Holding in 1st Quarter
Apr 22 CSTR CapStar Financial EPS beats by $0.07, misses on revenue
Apr 22 CSTR CapStar Financial Holdings, Inc. Reports First Quarter 2021 Results and Increase in Quarterly Dividend
Apr 22 CVLY Codorus Valley reports Q1 results
Apr 22 EBTC Enterprise Bancorp reports Q1 results
Apr 22 CVLY Codorus Valley Bancorp, Inc. Reports First Quarter 2021 Earnings

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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