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Gartner
201.55
USD
+5.65
2.88%
At close
Updated
Aug 24, 2:19 PM EDT
Pre-market
After hours
1 day
2.88%
5 days
13.15%
1 month
43.45%
3 months
27.65%
6 months
36.79%
Year to date
-14.97%
1 year
-16.53%
5 years
-33.03%
10 years
123.67%
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 |
CSWM
776
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| – | -$1K | -3 | Closed |
|
| 777 |
ACM
777
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$669 | -2 | Closed |
|
| 778 |
UFF
778
USA Financial Formulas
Ada,
Michigan
| – | -$1K | -2 | Closed |
|
| 779 |
CWM
779
Curi Wealth Management
Raleigh,
North Carolina
| – | +$290 | +1 | New |
|
| 780 |
GA
780
GoalVest Advisory
New York
| – | +$290 | +1 | New |
|
| 781 |
CIAS
781
CFS Investment Advisory Services
Totowa,
New Jersey
| – | +$24M | +82,991 | New |
|