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Gartner
201.03
USD
+5.13
2.62%
At close
Updated
Aug 24, 11:03 AM EDT
Pre-market
After hours
1 day
2.62%
5 days
12.86%
1 month
43.08%
3 months
27.32%
6 months
36.44%
Year to date
-15.19%
1 year
-16.75%
5 years
-33.21%
10 years
123.09%
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 |
PWMG
501
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$4K | -33 | Closed |
|
| 502 |
502
AssetMark Inc
Concord,
California
| – | -$3K | -22 | Closed |
|
| 503 |
BC
503
Barnett & Company
Chattanooga,
Tennessee
| – | -$3K | -21 | Closed |
|
| 504 |
GWS
504
Glassman Wealth Services
Vienna,
Virginia
| – | -$2K | -16 | Closed |
|
| 505 |
RA
505
Royce & Associates
New York
| – | -$1K | -7 | Closed |
|
| 506 |
506
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$1K | -4 | Closed |
|
| 507 |
TWA
507
TCI Wealth Advisors
Tucson,
Arizona
| – | -$555 | -4 | -57% |
|