WD icon

Walker & Dunlop

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
301
Guerra Pan Advisors
New Jersey
– -$277K -3,240 Closed
VAS
302
Vestmark Advisory Solutions
Massachusetts
– -$247K -2,898 Closed
IAA
303
Independent Advisor Alliance
North Carolina
– -$247K -2,895 Closed
CGH
304
Crossmark Global Holdings
Texas
– -$225K -2,635 Closed
X
305
Xponance
Pennsylvania
– -$207K -2,423 Closed
IFU
306
iSAM Funds (UK)
United Kingdom
– -$206K -2,410 Closed
SMA
307
Sage Mountain Advisors
Georgia
– -$204K -2,386 Closed
HW
308
Hancock Whitney
Mississippi
– -$202K -2,369 Closed
ATPW
309
Ashton Thomas Private Wealth
Arizona
– -$201K -2,353 Closed
BAMF
310
BI Asset Management Fondsmaeglerselskab
Denmark
– -$112K -1,308 Closed
SO
311
STRS Ohio
Ohio
– -$51.2K -600 Closed
CCM
312
Coldstream Capital Management
Washington
– -$46.9K -549 Closed
FMP
313
Financial Management Professionals
Texas
– -$32.3K -378 Closed
VBA
314
von Borstel & Associates
Oregon
– -$24K -282 Closed
BF
315
BOK Financial
Oklahoma
– -$9.47K -111 Closed
CA
316
Continuum Advisory
Idaho
– -$7.85K -92 Closed
PFG
317
Putney Financial Group
California
– -$7.68K -90 Closed
SFGP
318
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$5.97K -70 Closed
SW
319
SVB Wealth
Massachusetts
– -$3.76K -44 Closed
MCM
320
Manchester Capital Management
Vermont
– -$3.59K -42 Closed
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
– -$2.99K -35 Closed
HCP
322
Hexagon Capital Partners
Arkansas
– -$2.22K -26 Closed
Simplex Trading
323
Simplex Trading
Illinois
– -$1.66K -23 Closed
TPCW
324
TD Private Client Wealth
New York
– -$1.96K -23 Closed
CA
325
Clearstead Advisors
Ohio
– -$1.43K -17 Closed