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DCP
DCP Midstream, LP
DCP
DCP
Delisted
DCP was delisted on the 14th of June, 2023.
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 |
|
|---|---|---|---|---|---|---|
| 151 |
CFA
151
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$24K | -1,000 | Closed |
|
| 152 |
LF
152
Lee Financial
Dallas,
Texas
| – | -$12K | -485 | Closed |
|
| 153 |
HR
153
Howe & Rusling
Rochester,
New York
| – | -$8K | -345 | Closed |
|
| 154 |
SBL
154
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$8K | -333 | Closed |
|
| 155 |
JCM
155
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$3K | -134 | Closed |
|
| 156 |
ASN
156
Advisory Services Network
Atlanta,
Georgia
| – | +$33 | +2 | +7% |
|
| 157 |
CAN
157
Claraphi Advisory Network
Aliso Viejo,
United States
| – | +$416 | +25 | New |
|
| 158 |
JWA
158
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$2.03K | +122 | New |
|