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NOV
18.97
USD
-0.02
0.11%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
18.94
-0.03
0.16%
1 day
-0.11%
5 days
0.74%
1 month
-11.85%
3 months
2.93%
6 months
-3.16%
Year to date
15.6%
1 year
44.26%
5 years
30.56%
10 years
-49.55%
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 |
WTA
401
Washington Trust Advisors
Wellesley,
Massachusetts
| – | -$23.9K | -1,491 | Closed |
|
| 402 |
PMAM
402
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$12K | -700 | Closed |
|
| 403 |
BF
403
BOK Financial
Tulsa,
Oklahoma
| – | -$6.98K | -435 | Closed |
|
| 404 |
PFSC
404
Peoples Financial Services Corp
Moosic,
Pennsylvania
| – | -$6.41K | -400 | Closed |
|
| 405 |
ODG
405
O'Dell Group
Cincinnati,
Ohio
| – | -$2K | -125 | Closed |
|
| 406 |
DI
406
Disciplined Investments
Tulsa,
Oklahoma
| – | -$1.07K | -67 | Closed |
|
| 407 |
VWM
407
Venturi Wealth Management
Austin,
Texas
| – | -$482 | -30 | Closed |
|
| 408 |
RI
408
Ridgewood Investments
Springfield,
New Jersey
| – | -$98 | -6 | Closed |
|
| 409 |
AW
409
Avion Wealth
The Woodlands,
Texas
| – | +$477 | +24 | New |
|