Sym | Weight | Trade Impact | Company | Class | Shares Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
---|
Name | Title | City, State | Date |
---|---|---|---|
Nicholas A. Shaheen | President & CCO | Troy, Michigan | 5/22/2024 |
Name | Holdings Value | Location | File Number |
---|---|---|---|
AE Wealth Management LLC | $9.99B | Topeka, KS | 028-17779 |
Brookstone Capital Management | $5.98B | Wheaton, IL | 028-15771 |
Vise Technologies, Inc. | $570M | New York, NY | 028-22559 |
55I, LLC | Boston, MA | 028-19649 | |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | Seattle, WA | 028-04558 |