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Moody's
513.01
USD
-1.54
0.3%
At close
Updated
Aug 27, 1:50 PM EDT
Pre-market
After hours
1 day
-0.3%
5 days
2.4%
1 month
5.57%
3 months
13.61%
6 months
7.42%
Year to date
2.81%
1 year
0.58%
5 years
35.77%
10 years
378.73%
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 |
|
|---|---|---|---|---|---|---|
| 1001 |
CAAS
1001
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$3K | -11 | Closed |
|
| 1002 |
CYG
1002
Clean Yield Group
Norwich,
Vermont
| – | -$3K | -10 | Closed |
|
| 1003 |
M
1003
MOTCO
San Antonio,
Texas
| – | -$3K | -10 | Closed |
|
| 1004 |
TFGT
1004
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$3K | -10 | Closed |
|
| 1005 |
BSSFA
1005
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | -$2K | -7 | Closed |
|
| 1006 |
MC
1006
Maverick Capital
Dallas,
Texas
| – | -$2K | -7 | Closed |
|
| 1007 |
BWA
1007
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$1K | -5 | Closed |
|
| 1008 |
TI
1008
tru Independence
Portland,
Oregon
| – | -$1 | -4 | Closed |
|
| 1009 |
UFF
1009
USA Financial Formulas
Ada,
Michigan
| – | -$1K | -3 | Closed |
|