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CaliberCos
0.5275
USD
+0.0193
3.8%
At close
Updated
Sep 8, 2:47 PM EDT
Pre-market
After hours
1 day
3.8%
5 days
3.15%
1 month
4.31%
3 months
-37.2%
6 months
-61.21%
Year to date
-62.05%
1 year
-75.47%
5 years
-99.56%
10 years
-99.56%
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 |
|
|---|---|---|---|---|---|---|
| 1 |
1
Mariner
Overland Park,
Kansas
| $463K | – | – | – |
|
| 2 |
CIP
2
Capital Insight Partners
Scottsdale,
Arizona
| $226K | – | – | – |
|
| 3 |
1W
3
1776 Wealth
Atlanta,
Georgia
| $34K | +$8.33K | +250 | +25% |
|
| 4 |
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | – | – | – |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $14.9K | +$18.2K | +546 | New |
|
| 6 |
6
Qube Research & Technologies (QRT)
London,
United Kingdom
| $959 | +$1.17K | +35 | New |
|
| 7 |
WWP
7
WR Wealth Planners
Columbia,
Missouri
| $607 | – | – | – |
|
| 8 |
8
Citadel Advisors
Miami,
Florida
| – | -$55.7K | -1,452 | Closed |
|
| 9 |
GSC
9
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$21.4K | -556 | Closed |
|
| 10 |
TFA
10
Toth Financial Advisory
Leesburg,
Virginia
| – | -$573 | -15 | Closed |
|