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WHZ
WHITING USA TR II TR UNIT (DE)
WHZ
WHZ
Delisted
WHZ was delisted on the 5th of January, 2016.
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
Creative Planning
Overland Park,
Kansas
| $53K | +$21.1K | +1,631 | +65% |
|
| 27 |
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $40K | – | – | – |
|
| 28 |
BRWM
28
B. Riley Wealth Management
Memphis,
Tennessee
| $29K | -$36.7K | -2,844 | -55% |
|
| 29 |
PTC
29
Private Trust Company
Cleveland,
Ohio
| $29K | – | – | – |
|
| 30 |
LTFS
30
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | +$439 | +34 | +5% |
|
| 31 |
31
Citigroup
New York
| $8K | – | – | – |
|
| 32 |
PO
32
Private Ocean
San Rafael,
California
| $3K | +$2.58K | +200 | New |
|
| 33 |
33
Wells Fargo
San Francisco,
California
| $2K | – | – | – |
|
| 34 |
BF
34
BOK Financial
Tulsa,
Oklahoma
| – | -$3.04M | -234,026 | Closed |
|
| 35 |
GCP
35
GSA Capital Partners
London,
United Kingdom
| – | -$387K | -29,834 | Closed |
|
| 36 |
FAM
36
Formidable Asset Management
Cincinnati,
Ohio
| – | -$33K | -2,400 | Closed |
|