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Workiva
79.15
USD
+1.55
2%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
78.95
-0.20
0.25%
1 day
2%
5 days
6.24%
1 month
35.28%
3 months
69.96%
6 months
29.16%
Year to date
-4.6%
1 year
-1.98%
5 years
-45.01%
10 years
343.67%
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 |
|
|---|---|---|---|---|---|---|
| 301 |
CA
301
Clearstead Advisors
Cleveland,
Ohio
| – | -$7K | -60 | Closed |
|
| 302 |
NFSG
302
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$5K | -45 | Closed |
|
| 303 |
BA
303
Bellwether Advisors
Lincoln,
Nebraska
| – | -$4K | -40 | Closed |
|
| 304 |
PCA
304
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$4K | -32 | Closed |
|
| 305 |
SC
305
Sierra Capital
Miami,
Florida
| – | -$3K | -26 | Closed |
|
| 306 |
EI
306
Ellevest Inc
New York
| – | -$1K | -10 | Closed |
|
| 307 |
AFG
307
Albion Financial Group
Salt Lake City,
Utah
| – | -$1K | -9 | Closed |
|
| 308 |
AF
308
Allworth Financial
Folsom,
California
| – | +$166 | +2 | New |
|
| 309 |
BIA
309
Bell Investment Advisors
Oakland,
California
| – | +$583 | +7 | New |
|
| 310 |
CAL
310
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$583 | +7 | New |
|