We are live on ! Find out more
MNDY icon

monday.com

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Circle Wealth Management
New Jersey
$785K +$154K +553 +28%
State Board of Administration of Florida Retirement System
277
State Board of Administration of Florida Retirement System
Florida
$780K +$111K +400 +19%
EI
278
Ethic Inc
New York
$775K +$71.6K +257 +11%
OIA
279
OneDigital Investment Advisors
Kansas
$772K +$58.2K +209 +9%
CMF
280
Counterpoint Mutual Funds
California
$768K +$256K +920 +60%
HC
281
Henshaw Capital
Massachusetts
$767K +$679K +2,438 New
PCM
282
Prelude Capital Management
New York
$760K +$81.9K +294 +14%
LAI
283
Legal Advantage Investments
California
$755K +$83.5K +300 +14%
Principal Financial Group
284
Principal Financial Group
Iowa
$750K +$32K +115 +5%
CCM
285
Coldstream Capital Management
Washington
$726K +$202K +724 +46%
ML
286
McAdam LLC
Pennsylvania
$717K -$95.2K -342 -13%
PIM
287
Plato Investment Management
Australia
$708K -$50.4K -181 -7%
Jones Financial Companies
288
Jones Financial Companies
Missouri
$695K +$243K +874 +63%
WF
289
WinCap Financial
Massachusetts
$686K -$50.4K -181 -8%
YCM
290
Yousif Capital Management
Michigan
$661K +$43.2K +155 +8%
PAS
291
Park Avenue Securities
New York
$657K +$311K +1,117 +115%
QF
292
QVT Financial
New York
$656K +$581K +2,087 New
PAM
293
Panagora Asset Management
Massachusetts
$655K -$1.69M -6,083 -74%
RA
294
RFG Advisory
Alabama
$616K +$15.3K +55 +3%
KBC Group
295
KBC Group
Belgium
$611K
CPBTD
296
Central Pacific Bank - Trust Division
Hawaii
$610K -$200K -718 -27%
Ohio Public Employees Retirement System (OPERS)
297
Ohio Public Employees Retirement System (OPERS)
Ohio
$598K -$251K -900 -32%
LBWM
298
Left Brain Wealth Management
Illinois
$588K +$205K +735 +65%
AAS
299
Avantax Advisory Services
Texas
$583K -$11.1K -40 -2%
VFA
300
Values First Advisors
Tennessee
$579K -$6.68K -24 -1%