Wealth Management Stocks List

Symbol Grade Name % Change
BMRC D Bank of Marin Bancorp 0.00
BPFH D Boston Private Financial Holdings, Inc. 0.00
CVLY B Codorus Valley Bancorp, Inc 0.66
EBTC D Enterprise Bancorp Inc 0.00
HTLF D Heartland Financial USA, Inc. 1.25
NKSH B National Bankshares, Inc. 0.00
SEIC C SEI Investments Company 0.51
SIEB D Siebert Financial Corp. 0.93
TRST D TrustCo Bank Corp NY 0.69
AUB D Atlantic Union Bankshares Corporation 1.91
UMBF D UMB Financial Corporation 0.95
WNEB C Western New England Bancorp, Inc. 0.00
TFC D Truist Financial Corporation 0.94
BKU F BankUnited, Inc. 0.00
BMO C Bank Of Montreal 0.94
BNS C Bank Nova Scotia Halifax Pfd 3 0.47
C D Citigroup, Inc. 0.90
CS D Credit Suisse Group 2.24
DB C Deutsche Bank AG 1.45
FRC A FIRST REPUBLIC BANK -0.91
GBL B Gamco Investors, Inc. 0.00
GNW F Genworth Financial Inc 3.68
INFY A Infosys Limited -0.71
JEF B Jefferies Financial Group Inc. 0.74
MFG D Mizuho Financial Group, Inc. Sponosred ADR (Japan) 0.53
NML D Neuberger Berman MLP Income Fund Inc. 0.00
NOAH D Noah Holdings Limited -0.53
PB D Prosperity Bancshares, Inc. 0.00
RY C Royal Bank Of Canada -0.19
TMP D Tompkins Financial Corporation 0.00
UBS B UBS AG 1.35
WFC C Wells Fargo & Company 0.92
DSE B Duff & Phelps Select Energy MLP Fund Inc. 0.00
SSB F South State Corporation 3.00
CBFV A CB Financial Services, Inc. (PA) 0.00
JP F Jupai Holdings Limited -1.38
FHB C First Hawaiian, Inc. 1.48
CSTR C CapStar Financial Holdings, Inc. 0.41
GNTY C Guaranty Bancshares, Inc. 0.00
RILYZ A B. Riley Financial, Inc. - 7.50% Senior Notes Due 2027 0.00
RILYG A B. Riley Financial, Inc. - 7.25% Senior Notes due 2027 0.00
RILYH C B. Riley Financial, Inc. - 7.375% Senior Notes Due 2023 0.00
FOCS D Focus Financial Partners Inc. 0.26
AMTB C Mercantil Bank Holding Corporation - Class A 0.00
AMTBB A Mercantil Bank Holding Corporation - Class B 0.00
PUYI F Puyi Inc. 0.00
RILYO B B. Riley Financial, Inc. - 6.75% Senior Notes due 2024 0.00
AMK C AssetMark Financial Holdings, Inc. 0.00
IFS F Intercorp Financial Services Inc. 0.04
THBRU D Thunder Bridge Acquisition II, Ltd. - Units 0.00
RILYN A B. Riley Financial, Inc. - 6.50% Senior Notes Due 2026 0.00
THBR C Thunder Bridge Acquisition II, Ltd. 0.00
RILYP B B. Riley Financial, Inc. - Depositary Shares, each representing a 1/1000th fractional interest in a share of Series A Cumulative Perpetual Preferred Stock 0.00
RILYM C B. Riley Financial, Inc. - 6.375% Senior Notes due 2025 0.00
OCFCP A OceanFirst Financial Corp. 0.00
SII F Sprott Inc. 0.31
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 0.00
EBC D Eastern Bankshares, Inc. 1.09
HYW F Hywin Holdings Ltd. 0.00
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Recent Signals

Date Stock Signal Type
2021-07-23 AMK Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 AMTB 50 DMA Resistance Bearish
2021-07-23 AMTB MACD Bullish Centerline Cross Bullish
2021-07-23 AMTB Upper Bollinger Band Walk Strength
2021-07-23 AMTB Bollinger Band Squeeze Range Contraction
2021-07-23 AMTBB Bollinger Band Squeeze Range Contraction
2021-07-23 AMTBB Crossed Above 20 DMA Bullish
2021-07-23 AUB Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 AUB NR7 Range Contraction
2021-07-23 AUB 200 DMA Resistance Bearish
2021-07-23 BKU 200 DMA Resistance Bearish
2021-07-23 BKU Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 BMO Calm After Storm Range Contraction
2021-07-23 BMRC 50 DMA Resistance Bearish
2021-07-23 BMRC Pocket Pivot Bullish Swing Setup
2021-07-23 C NR7 Range Contraction
2021-07-23 CBFV Upper Bollinger Band Walk Strength
2021-07-23 CBFV Cup with Handle Other
2021-07-23 CS Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 CS NR7 Range Contraction
2021-07-23 CS 20 DMA Resistance Bearish
2021-07-23 CSTR Bollinger Band Squeeze Range Contraction
2021-07-23 CSTR 20 DMA Support Bullish
2021-07-23 CVLY Pocket Pivot Bullish Swing Setup
2021-07-23 CVLY 1,2,3 Pullback Bullish Bullish Swing Setup
2021-07-23 CVLY Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-07-23 CVLY MACD Bearish Signal Line Cross Bearish
2021-07-23 DB Narrow Range Bar Range Contraction
2021-07-23 DB 20 DMA Resistance Bearish
2021-07-23 DB NR7 Range Contraction
2021-07-23 EBTC Bollinger Band Squeeze Range Contraction
2021-07-23 EBTC NR7 Range Contraction
2021-07-23 EBTC Stochastic Buy Signal Bullish
2021-07-23 FHB Cup with Handle Other
2021-07-23 FOCS NR7 Range Contraction
2021-07-23 FOCS Cup with Handle Other
2021-07-23 FOCS 20 DMA Resistance Bearish
2021-07-23 FRC NR7 Range Contraction
2021-07-23 FRC Three Weeks Tight Range Contraction
2021-07-23 GBL NR7 Range Contraction
2021-07-23 GBL Narrow Range Bar Range Contraction
2021-07-23 GBL Upper Bollinger Band Walk Strength
2021-07-23 GNTY Crossed Above 20 DMA Bullish
2021-07-23 HYW Slingshot Bearish Bearish Swing Setup
2021-07-23 IFS 180 Bearish Setup Bearish Swing Setup
2021-07-23 IFS Fell Below 20 DMA Bearish
2021-07-23 INFY 180 Bullish Setup Bullish Swing Setup
2021-07-23 INFY New 52 Week Closing High Bullish
2021-07-23 INFY Bollinger Band Squeeze Range Contraction
2021-07-23 JEF MACD Bearish Signal Line Cross Bearish
2021-07-23 JEF Fell Below 20 DMA Bearish
2021-07-23 JP Shooting Star Candlestick Bearish
2021-07-23 MFG 200 DMA Resistance Bearish
2021-07-23 MFG Bollinger Band Squeeze Range Contraction
2021-07-23 MFG 20 DMA Resistance Bearish
2021-07-23 NKSH NR7 Range Contraction
2021-07-23 NKSH 20 DMA Support Bullish
2021-07-23 NKSH 50 DMA Support Bullish
2021-07-23 NKSH Narrow Range Bar Range Contraction
2021-07-23 NKSH Bollinger Band Squeeze Range Contraction
2021-07-23 NKSH Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-07-23 NML Narrow Range Bar Range Contraction
2021-07-23 NOAH Fell Below 200 DMA Bearish
2021-07-23 OCFCP Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2021-07-23 PB Narrow Range Bar Range Contraction
2021-07-23 PB NR7 Range Contraction
2021-07-23 PUYI Narrow Range Bar Range Contraction
2021-07-23 PUYI Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 RILYG MACD Bullish Signal Line Cross Bullish
2021-07-23 RILYG 50 DMA Support Bullish
2021-07-23 RILYG Three Weeks Tight Range Contraction
2021-07-23 RILYG Cup with Handle Other
2021-07-23 RILYG 20 DMA Support Bullish
2021-07-23 RILYH New Downtrend Bearish
2021-07-23 RILYH Cup with Handle Other
2021-07-23 RILYH 200 DMA Support Bullish
2021-07-23 RILYL Calm After Storm Range Contraction
2021-07-23 RILYL Narrow Range Bar Range Contraction
2021-07-23 RILYL NR7 Range Contraction
2021-07-23 RILYL Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 RILYM MACD Bullish Signal Line Cross Bullish
2021-07-23 RILYM Fell Below 50 DMA Bearish
2021-07-23 RILYM Fell Below 20 DMA Bearish
2021-07-23 RILYM Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 RILYN Three Weeks Tight Range Contraction
2021-07-23 RILYN MACD Bullish Signal Line Cross Bullish
2021-07-23 RILYN Doji - Bearish? Reversal
2021-07-23 RILYO Cup with Handle Other
2021-07-23 RILYO Shooting Star Candlestick Bearish
2021-07-23 RILYO Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 RILYP Crossed Above 20 DMA Bullish
2021-07-23 RILYP 180 Bullish Setup Bullish Swing Setup
2021-07-23 RY NR7 Range Contraction
2021-07-23 SIEB Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2021-07-23 SIEB 200 DMA Support Bullish
2021-07-23 SII Fell Below 200 DMA Bearish
2021-07-23 SSB Expansion Breakdown Bearish Swing Setup
2021-07-23 SSB Volume Surge Other
2021-07-23 TFC NR7-2 Range Contraction
2021-07-23 TFC 20 DMA Resistance Bearish
2021-07-23 TFC NR7 Range Contraction
2021-07-23 TMP Crossed Above 200 DMA Bullish
2021-07-23 TMP MACD Bullish Signal Line Cross Bullish
2021-07-23 UBS Narrow Range Bar Range Contraction
2021-07-23 UBS NR7 Range Contraction
2021-07-23 UBS Doji - Bearish? Reversal
2021-07-23 UBS 180 Bullish Setup Bullish Swing Setup
2021-07-23 WFC 50 DMA Resistance Bearish
2021-07-23 WFC 20 DMA Support Bullish
2021-07-23 WNEB Cup with Handle Other
2021-07-23 WNEB Bollinger Band Squeeze Range Contraction
2021-07-23 WNEB Crossed Above 20 DMA Bullish

Wealth Management Stocks Recent News

Date Stock Title
Jul 26 CS Credit Suisse settles with former star banker over spying charges - reports
Jul 26 WFC Wells Fargo Asset Management to be rebranded Allspring Global after sale
Jul 26 WFC Veteran manager Sullivan to lead Wells Fargo's divested asset management arm
Jul 26 CS Credit Suisse reaches settlement over executive spying case
Jul 26 WFC Wells Fargo Closed-End Funds Announce Change of Name
Jul 26 WFC Wells Fargo Asset Management to Become Allspring Global Investments; Initiates Leadership Transition
Jul 26 HTLF Earnings Scheduled For July 26, 2021
Jul 25 DB Housing Economist Sanders: Home Price Growth Rate 'Is Not Sustainable'
Jul 25 CS Credit Suisse settles out of court with star banker after spying scandal
Jul 25 JEF The Past Week's Most Notable Insider Buys: Blackstone, Cricut, Fast Acquisition And More
Jul 25 CS Credit Suisse settles spying case with former star banker
Jul 25 WFC Wall Street Breakfast: The Week Ahead
Jul 25 HTLF Heartland Financial USA's (NASDAQ:HTLF) Upcoming Dividend Will Be Larger Than Last Year's
Jul 25 CS Credit Suisse settles spying case with ex-wealth chief Iqbal Khan
Jul 25 UBS Credit Suisse settles spying case with ex-wealth chief Iqbal Khan
Jul 23 SSB SHAREHOLDER ALERT: WeissLaw LLP Investigates Atlantic Capital Bancshares, Inc.
Jul 23 SSB ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Atlantic Capital Bancshares, Inc.
Jul 23 FHB First Hawaiian, Inc. (FHB) CEO Bob Harrison on Q2 2021 Results - Earnings Call Transcript
Jul 23 FHB First Hawaiian, inc (FHB) Q2 2021 Earnings Call Transcript
Jul 23 TFC Truist Financial to redeem $500M senior notes due September

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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