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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 |
226
Walleye Capital
New York
| – | -$267K | -11,488 | Closed |
|
| 227 |
227
Franklin Resources
San Mateo,
California
| – | -$258K | -11,116 | Closed |
|
| 228 |
MCM
228
Manchester Capital Management
Manchester,
Vermont
| – | -$190K | -8,160 | Closed |
|
| 229 |
EC
229
EntryPoint Capital
New York
| – | -$148K | -6,380 | Closed |
|
| 230 |
IC
230
Innealta Capital
Austin,
Texas
| – | -$43.5K | -1,872 | Closed |
|
| 231 |
EWM
231
Evermay Wealth Management
Arlington,
Virginia
| – | -$18.6K | -800 | Closed |
|
| 232 |
PD
232
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$17.7K | -764 | Closed |
|
| 233 |
RWM
233
Raffa Wealth Management
Washington,
District of Columbia
| – | -$16.3K | -700 | Closed |
|
| 234 |
SAM
234
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$744 | -32 | Closed |
|
| 235 |
S
235
SignatureFD
Atlanta,
Georgia
| – | -$558 | -24 | Closed |
|
| 236 |
AWM
236
Abound Wealth Management
Franklin,
Tennessee
| – | -$279 | -12 | Closed |
|
| 237 |
C
237
Covestor
London,
United Kingdom
| – | +$95 | +4 | +33% |
|
| 238 |
HWM
238
Hemington Wealth Management
Falls Church,
Virginia
| – | +$380 | +16 | New |
|