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CBIZ
54.67
USD
-0.07
0.13%
At close
Updated
Aug 27, 4:00 PM EDT
Pre-market
After hours
54.70
+0.03
0.05%
1 day
-0.13%
5 days
-0.58%
1 month
22.96%
3 months
71.27%
6 months
90.89%
Year to date
7.62%
1 year
-16.88%
5 years
61.17%
10 years
383.81%
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 |
|
|---|---|---|---|---|---|---|
| 101 |
AWMS
101
Advocacy Wealth Management Services
Atlanta,
Georgia
| $7K | +$6.54K | +1,009 | New |
|
| 102 |
102
BlackRock
New York
| $7K | +$6.95K | +1,071 | New |
|
| 103 |
TWI
103
Thomas White International
Chicago,
Illinois
| $7K | +$7.04K | +1,085 | New |
|
| 104 |
104
Barclays
London,
United Kingdom
| $7K | +$7.57K | +1,168 | New |
|
| 105 |
FMT
105
First Mercantile Trust
Cordova,
Tennessee
| $5K | +$4.57K | +704 | New |
|
| 106 |
106
Creative Planning
Overland Park,
Kansas
| $5K | +$4.8K | +740 | New |
|
| 107 |
CW
107
Cobiz Wealth
Denver,
Colorado
| $1K | +$648 | +100 | New |
|
| 108 |
WA
108
WFG Advisors
Dallas,
Texas
| – | +$467 | +72 | New |
|