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Broadridge
182.18
USD
+3.68
2.06%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
183.25
+1.07
0.59%
1 day
2.06%
5 days
7.53%
1 month
25.63%
3 months
21.44%
6 months
3.67%
Year to date
-17.37%
1 year
-30.15%
5 years
5.61%
10 years
167.6%
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 |
WCM
801
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -17 | Closed |
|
| 802 |
PWP
802
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$1K | -7 | Closed |
|
| 803 |
PCTC
803
Perkins Coie Trust Company
Seattle,
Washington
| – | +$342 | +3 | New |
|
| 804 |
TA
804
Thor Advisors
New York
| – | +$456 | +4 | New |
|