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154.41
USD
-1.86
1.19%
At close
Updated
Aug 26, 4:00 PM EDT
Pre-market
After hours
154.41
0.00
0%
1 day
-1.19%
5 days
6.01%
1 month
4.47%
3 months
0.26%
6 months
-6.82%
Year to date
2.6%
1 year
5.02%
5 years
17.51%
10 years
139.92%
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 |
|
|---|---|---|---|---|---|---|
| 1301 |
FSWA
1301
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$18.9K | -136 | Closed |
|
| 1302 |
FGAM
1302
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$9.47K | -73 | Closed |
|
| 1303 |
EFP
1303
EnRich Financial Partners
Madison,
Wisconsin
| – | -$5.55K | -40 | Closed |
|
| 1304 |
VAG
1304
VisionPoint Advisory Group
Dallas,
Texas
| – | -$3.94K | -28 | Closed |
|
| 1305 |
IFAM
1305
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$3.6K | -26 | Closed |
|
| 1306 |
CCA
1306
Criterion Capital Advisors
Nashville,
Tennessee
| – | -$2.77K | -20 | Closed |
|
| 1307 |
GFL
1307
Granite FO LLC
Bedford,
New Hampshire
| – | -$1.36K | -10 | Closed |
|
| 1308 |
JPWM
1308
Jamison Private Wealth Management
Milton,
Georgia
| – | -$694 | -5 | Closed |
|
| 1309 |
CPG
1309
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$404 | -3 | Closed |
|
| 1310 |
TWP
1310
TFO Wealth Partners
Maumee,
Ohio
| – | -$277 | -2 | Closed |
|