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United-Guardian
7.13
USD
+0.06
0.85%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.85%
5 days
-0.28%
1 month
0.42%
3 months
1.86%
6 months
9.69%
Year to date
16.31%
1 year
-16.31%
5 years
-53.18%
10 years
-54.12%
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 |
|
|---|---|---|---|---|---|---|
| 26 |
26
Wells Fargo
San Francisco,
California
| $23K | +$4.81K | +292 | +22% |
|
| 27 |
WQ
27
Wealth Quarterback
Toms River,
New Jersey
| $10.8K | -$213K | -12,918 | -95% |
|
| 28 |
28
Victory Capital Management
San Antonio,
Texas
| $7K | +$8.25K | +501 | New |
|
| 29 |
AIC
29
Ameritas Investment Company
Lincoln,
Nebraska
| $5K | +$6.61K | +401 | New |
|
| 30 |
SBL
30
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
| 31 |
31
Fidelity Investments
Boston,
Massachusetts
| $1K | – | – | – |
|
| 32 |
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
| 33 |
OSAM
33
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$64K | -3,255 | Closed |
|
| 34 |
TRCT
34
Tower Research Capital (TRC)
New York
| – | -$3K | -138 | Closed |
|
| 35 |
35
JP Morgan Chase
New York
| – | -$2K | -100 | Closed |
|
| 36 |
TFA
36
Tobias Financial Advisors
Plantation,
Florida
| – | -$1K | -84 | Closed |
|