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34.14
USD
+1.06
3.2%
At close
Updated
Oct 8, 4:00 PM EDT
Pre-market
After hours
33.47
-0.67
1.96%
1 day
3.2%
5 days
0.12%
1 month
0.98%
3 months
18.42%
6 months
50.4%
Year to date
26.77%
1 year
15.49%
5 years
19.75%
10 years
19.87%
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 |
AS
501
AM Squared
Hong Kong
| – | -$19.4K | -800 | Closed |
|
| 502 |
IPW
502
Impact Partnership Wealth
Marietta,
Georgia
| – | -$18.3K | -755 | Closed |
|
| 503 |
EC
503
Elequin Capital
New York
| – | -$16.4K | -673 | Closed |
|
| 504 |
TFM
504
TFC Financial Management
Boston,
Massachusetts
| – | -$16.3K | -670 | Closed |
|
| 505 |
NCTC
505
New Covenant Trust Company
Jeffersonville,
Indiana
| – | -$14.8K | -611 | Closed |
|
| 506 |
HCP
506
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$4.86K | -200 | Closed |
|
| 507 |
SWM
507
Spire Wealth Management
Mclean,
Virginia
| – | -$4.45K | -183 | Closed |
|
| 508 |
TWC
508
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$2.63K | -110 | Closed |
|
| 509 |
KFI
509
Key Financial Inc
West Chester,
Pennsylvania
| – | -$2.43K | -100 | Closed |
|
| 510 |
BF
510
BOK Financial
Tulsa,
Oklahoma
| – | -$486 | -20 | Closed |
|
| 511 |
TWD
511
True Wealth Design
Akron,
Ohio
| – | -$414 | -17 | Closed |
|
| 512 |
AW
512
Avion Wealth
The Woodlands,
Texas
| – | +$503 | +22 | New |
|