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Broadridge
186.10
USD
+3.92
2.15%
At close
Updated
Aug 24, 10:20 AM EDT
Pre-market
After hours
1 day
2.15%
5 days
9.03%
1 month
24.97%
3 months
26.64%
6 months
4.68%
Year to date
-15.59%
1 year
-27.5%
5 years
8.66%
10 years
172.2%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 801 |
MWM
801
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$16K | -125 | Closed |
|
| 802 |
AWM
802
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| – | -$15K | -116 | Closed |
|
| 803 |
LWA
803
Lenox Wealth Advisors
New York
| – | -$11K | -87 | Closed |
|
| 804 |
GSC
804
G&S Capital
Denver,
Colorado
| – | -$11K | -81 | Closed |
|
| 805 |
TAIM
805
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$6K | -47 | Closed |
|
| 806 |
PCFFS
806
Pacific Center for Financial Services
San Ramon,
California
| – | -$5K | -38 | Closed |
|
| 807 |
807
Parallax Volatility Advisers
San Francisco,
California
| – | -$4K | -30 | Closed |
|
| 808 |
TC
808
Trilogy Capital
Irvine,
California
| – | -$2K | -16 | Closed |
|
| 809 |
VFA
809
Valeo Financial Advisors
Carmel,
Indiana
| – | -$1.19K | -11 | Closed |
|
| 810 |
DWM
810
Destination Wealth Management
Walnut Creek,
California
| – | -$1K | -7 | Closed |
|
| 811 |
CF
811
Centaurus Financial
Anaheim,
California
| – | -$137 | -1 | Closed |
|
| 812 |
RFM
812
Royal Fund Management
Lady Lake,
Florida
| – | +$541 | +5 | New |
|