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Factset
287.18
USD
+0.66
0.23%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
287.18
0.00
0%
1 day
0.23%
5 days
7.8%
1 month
2.87%
3 months
18.72%
6 months
34.5%
Year to date
0.8%
1 year
1.45%
5 years
-29.12%
10 years
81.72%
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 |
|
|---|---|---|---|---|---|---|
| 776 |
FWA
776
Freedom Wealth Alliance
Brookfield,
Wisconsin
| – | -$10K | -25 | Closed |
|
| 777 |
HNWAG
777
High Net Worth Advisory Group
Naples,
Florida
| – | -$8.02K | -20 | Closed |
|
| 778 |
EE
778
EWG Elevate
Roseville,
California
| – | -$3.61K | -9 | Closed |
|
| 779 |
CSWM
779
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| – | -$3.21K | -8 | Closed |
|
| 780 |
TC
780
Truvestments Capital
Sarasota,
Florida
| – | -$3.21K | -8 | Closed |
|
| 781 |
BHWM
781
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$2.81K | -7 | Closed |
|
| 782 |
MSCM
782
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$802 | -2 | Closed |
|
| 783 |
SCA
783
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$401 | -1 | Closed |
|
| 784 |
SWA
784
Sutton Wealth Advisors
Tampa,
Florida
| – | -$401 | -1 | Closed |
|
| 785 |
AW
785
Avion Wealth
The Woodlands,
Texas
| – | +$416 | +1 | New |
|
| 786 |
GKIM
786
GW&K Investment Management
Boston,
Massachusetts
| – | +$416 | +1 | New |
|