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Walker & Dunlop

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$564 -$1.52K -21 -72%
PWMG
277
Private Wealth Management Group
New Jersey
$564
WA
278
Whipplewood Advisors
Colorado
$493 -$1.73K -24 -77%
WCM
279
WealthTrak Capital Management
Virginia
$353 +$361 +5 New
SIC
280
SJS Investment Consulting
Ohio
$212 -$144 -2 -40%
HIA
281
HFM Investment Advisors
New Jersey
$211 +$144 +2 +200%
TWD
282
True Wealth Design
Ohio
$71 -$506 -7 -88%
RWM
283
Rialto Wealth Management
New York
$71 +$72 +1 New
BHWM
284
Bay Harbor Wealth Management
Maryland
$70
PWM
285
Parkworth Wealth Management
California
$70
MDSL
286
M.D. Sass LLC
New York
-$21.6M -253,435 Closed
Loomis, Sayles & Company
287
Loomis, Sayles & Company
Massachusetts
-$14.9M -175,144 Closed
GIP
288
Granite Investment Partners
California
-$11.5M -135,080 Closed
CVA
289
Ceredex Value Advisors
Florida
-$9.45M -110,750 Closed
HCM
290
HGI Capital Management
New York
-$4.25M -49,817 Closed
Allspring Global Investments
291
Allspring Global Investments
North Carolina
-$3.09M -36,218 Closed
CF
292
Corebridge Financial
Texas
-$1.43M -16,781 Closed
CAM
293
Cresset Asset Management
Illinois
-$1.33M -15,535 Closed
Natixis Advisors
294
Natixis Advisors
Massachusetts
-$1.16M -13,587 Closed
Truist Financial
295
Truist Financial
North Carolina
-$1.04M -12,237 Closed
SIG
296
Spinnaker Investment Group
California
-$971K -11,379 Closed
QCG
297
Quadrant Capital Group
Ohio
-$669K -7,838 Closed
SG Americas Securities
298
SG Americas Securities
New York
-$482K -5,649 Closed
FGP
299
Freestone Grove Partners
California
-$345K -4,045 Closed
ECM
300
Evergreen Capital Management
Washington
-$314K -3,673 Closed