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NAVI
NAVI
9.40
USD
-0.09
0.95%
At close
Updated
Aug 26, 11:10 AM EDT
Pre-market
After hours
1 day
-0.95%
5 days
2.17%
1 month
9.18%
3 months
9.94%
6 months
4.56%
Year to date
-26.45%
1 year
-31.24%
5 years
-58.22%
10 years
-34.04%
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 |
|
|---|---|---|---|---|---|---|
| 401 |
LWA
401
Lenox Wealth Advisors
New York
| – | -$6K | -501 | Closed |
|
| 402 |
CG
402
Colony Group
Boston,
Massachusetts
| – | -$5K | -488 | Closed |
|
| 403 |
MPWT
403
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$7.53K | -425 | Closed |
|
| 404 |
VIA
404
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$4K | -365 | Closed |
|
| 405 |
FPFS
405
First Personal Financial Services
Charlotte,
North Carolina
| – | -$4K | -315 | Closed |
|
| 406 |
BCM
406
Brookstone Capital Management
Wheaton,
Illinois
| – | -$2K | -142 | Closed |
|
| 407 |
NMIS
407
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$1K | -92 | Closed |
|
| 408 |
DBT
408
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$1K | -71 | Closed |
|
| 409 |
S
409
SignatureFD
Atlanta,
Georgia
| – | -$355 | -29 | -43% |
|
| 410 |
410
AssetMark Inc
Concord,
California
| – | +$466 | +38 | New |
|