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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

WDR was delisted on the 30th of April, 2021.

Name Holding Trade Value Shares
Change
Change in
Stake
CT
201
Caldwell Trust
Florida
$9.11K +$8.88K +545 New
EWM
202
Edge Wealth Management
New York
$8K
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$8K
SPIA
204
Steward Partners Investment Advisory
New York
$8K
SBL
205
Sargent Bickham Lagudis
Colorado
$5K
LPWM
206
Lake Point Wealth Management
Texas
$5K +$4.56K +280 New
PA
207
Parallel Advisors
California
$4K -$3.7K -227 -52%
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
AF
209
Allworth Financial
California
$3K
BBHC
210
Brown Brothers Harriman & Co
New York
$3K
FHA
211
First Horizon Advisors
Tennessee
$3K
SIC
212
Salem Investment Counselors
North Carolina
$3K
VNA
213
Valley National Advisers
Pennsylvania
$3K
GAM
214
Gemmer Asset Management
California
$3K +$114 +7 +4%
CAW
215
Cornerstone Advisors (Washington)
Washington
$2K
TWA
216
TCI Wealth Advisors
Arizona
$2K +$1.68K +103 New
HGWM
217
Harvest Group Wealth Management
Massachusetts
$2K +$2.43K +149 New
LC
218
Lindbrook Capital
California
$1K -$1.16K -71 -59%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$1K -$359 -22 -22%
LWA
220
Lenox Wealth Advisors
New York
$1K
WT
221
Whittier Trust
California
$1K
PHK
222
Point72 Hong Kong
Hong Kong
$1K +$1.13K +69 New
CEP
223
Chicago Equity Partners
Illinois
-$4.25M -247,375 Closed
VI
224
Versor Investments
New York
-$1.07M -62,592 Closed
GH
225
GAM Holding
Switzerland
-$802K -46,676 Closed