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SPOT
SPOT
550.03
USD
-2.54
0.46%
At close
Updated
Aug 26, 4:00 PM EDT
Pre-market
After hours
550.03
0.00
0%
1 day
-0.46%
5 days
2.43%
1 month
11.18%
3 months
3.84%
6 months
10.97%
Year to date
-4.34%
1 year
-21.03%
5 years
144.87%
10 years
269.12%
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 |
|
|---|---|---|---|---|---|---|
| 601 |
SPWG
601
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| – | -$2K | -10 | Closed |
|
| 602 |
TFO
602
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -7 | Closed |
|
| 603 |
CWM
603
Castle Wealth Management
West Palm Beach,
Florida
| – | +$113 | +1 | New |
|
| 604 |
DI
604
Disciplined Investments
Tulsa,
Oklahoma
| – | +$113 | +1 | +25% |
|
| 605 |
PWMG
605
Prestige Wealth Management Group
Flemington,
New Jersey
| – | +$226 | +2 | New |
|
| 606 |
SFG
606
Steward Financial Group
Colleyville,
Texas
| – | +$677 | +6 | New |
|