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NVEE
NV5 Global
NVEE
NVEE
Delisted
NVEE was delisted on the 1st of August, 2025.
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 |
|
|---|---|---|---|---|---|---|
| 226 |
ACM
226
Aquatic Capital Management
Chicago,
Illinois
| – | -$125K | -4,800 | Closed |
|
| 227 |
ST
227
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$87.9K | -3,380 | Closed |
|
| 228 |
228
Point72 Asset Management
Stamford,
Connecticut
| – | -$31.4K | -1,208 | Closed |
|
| 229 |
KM
229
Kalos Management
Alpharetta,
Georgia
| – | -$18.3K | -704 | Closed |
|
| 230 |
AS
230
Altshuler Shaham
Tel Aviv,
Israel
| – | -$13.7K | -528 | Closed |
|
| 231 |
ASN
231
Advisory Services Network
Atlanta,
Georgia
| – | -$12.7K | -488 | Closed |
|
| 232 |
TWA
232
TCI Wealth Advisors
Tucson,
Arizona
| – | -$7.49K | -288 | Closed |
|
| 233 |
BWM
233
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$2.81K | -108 | Closed |
|
| 234 |
LC
234
Lindbrook Capital
Calabasas,
California
| – | -$416 | -16 | Closed |
|
| 235 |
EI
235
Ellevest Inc
New York
| – | -$208 | -8 | Closed |
|
| 236 |
SC
236
Schubert & Co
Mckinney,
Texas
| – | -$208 | -8 | Closed |
|