We are live on ! Find out more
MNDY icon

monday.com

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
-$382K -1,414 Closed
PP
477
Paloma Partners
Connecticut
-$371K -1,336 Closed
CAM
478
Cresset Asset Management
Illinois
-$301K -1,085 Closed
IIA
479
IPG Investment Advisors
California
-$292K -1,050 Closed
AGP
480
Autumn Glory Partners
Texas
-$291K -1,027 Closed
JSL
481
JT Stratford LLC
Georgia
-$268K -964 Closed
PWPS
482
Pinnacle Wealth Planning Services
Ohio
-$251K -902 Closed
AO
483
Advisor OS
Illinois
-$250K -899 Closed
PNC
484
Park National Corp
Ohio
-$234K -844 Closed
GGA
485
Granite Group Advisors
Connecticut
-$232K -837 Closed
IWC
486
Integrated Wealth Concepts
Massachusetts
-$230K -826 Closed
Tudor Investment Corp
487
Tudor Investment Corp
Connecticut
-$221K -798 Closed
KWM
488
Kolinsky Wealth Management
New Jersey
-$221K -794 Closed
WF
489
WoodTrust Financial
Wisconsin
-$215K -775 Closed
UAG
490
United Advisor Group
Ohio
-$208K -750 Closed
SCI
491
S&CO Inc
Massachusetts
-$206K -745 Closed
AT
492
American Trust
Kentucky
-$204K -734 Closed
IAA
493
Independent Advisor Alliance
North Carolina
-$201K -723 Closed
MF
494
Manchester Financial
California
-$201K -722 Closed
NEI
495
Northwest & Ethical Investments
Ontario, Canada
-$180K -650 Closed
IAIM
496
International Assets Investment Management
Florida
-$79.2K -285 Closed
GJWM
497
Gilliland Jeter Wealth Management
Arkansas
-$67.2K -242 Closed
BWP
498
Baldwin Wealth Partners
Massachusetts
-$66.1K -238 Closed
TCA
499
Trifecta Capital Advisors
Illinois
-$27.8K -100 Closed
JIP
500
Jaffetilchin Investment Partners
Florida
-$20.8K -75 Closed