We are live on
!
Find out more
Factset
305.31
USD
+5.40
1.8%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
305.31
0.00
0%
1 day
1.8%
5 days
8.92%
1 month
20.03%
3 months
32.21%
6 months
51.53%
Year to date
7.16%
1 year
-20.21%
5 years
-16.95%
10 years
72.11%
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 |
DWM
501
Destination Wealth Management
Walnut Creek,
California
| – | -$6K | -27 | Closed |
|
| 502 |
CB
502
Community Bank
Dewitt,
New York
| – | -$6K | -26 | Closed |
|
| 503 |
MWM
503
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$4K | -20 | Closed |
|
| 504 |
SFM
504
Signet Financial Management
Parsippany,
New Jersey
| – | -$4K | -18 | Closed |
|
| 505 |
WCAMG
505
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$4K | -16 | Closed |
|
| 506 |
FMP
506
Financial Management Professionals
Austin,
Texas
| – | -$3K | -15 | Closed |
|
| 507 |
MCM
507
Monument Capital Management
Alexandria,
Virginia
| – | -$2K | -10 | Closed |
|
| 508 |
CAG
508
Csenge Advisory Group
Clearwater,
Florida
| – | -$1K | -7 | Closed |
|
| 509 |
LA
509
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$2K | -7 | Closed |
|
| 510 |
BRC
510
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | +$440 | +2 | New |
|