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CDK
CDK Global, Inc.
Delisted
CDK was delisted on the 5th of July, 2022.
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 |
|
|---|---|---|---|---|---|---|
| 501 |
DAM
501
Delta Asset Management
Memphis,
Tennessee
| – | -$2K | -40 | Closed |
|
| 502 |
CA
502
CoreCap Advisors
Southfield,
Michigan
| – | -$1K | -35 | Closed |
|
| 503 |
ETI
503
Enterprise Trust & Investment
Los Gatos,
California
| – | -$1K | -33 | Closed |
|
| 504 |
EI
504
Ellevest Inc
New York
| – | -$1K | -24 | Closed |
|
| 505 |
RWA
505
RGT Wealth Advisors
Dallas,
Texas
| – | -$1K | -21 | Closed |
|
| 506 |
PFPT
506
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$1K | -16 | Closed |
|
| 507 |
TLFA
507
True Link Financial Advisors
San Francisco,
California
| – | -$1K | -13 | Closed |
|
| 508 |
SIC
508
SJS Investment Consulting
Sylvania,
Ohio
| – | +$134 | +3 | New |
|
| 509 |
BWL
509
Bogart Wealth LLC
Mclean,
Virginia
| – | +$403 | +9 | New |
|