We are live on ! Find out more
WDAY icon

Workday

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
376
Proficio Capital Partners
Massachusetts
$38K +$1.92K +15 +5%
BFEC
377
Benjamin F. Edwards & Company
Missouri
$36K – – –
PHK
378
Point72 Hong Kong
Hong Kong
$36K +$37.8K +295 New
KJWM
379
Kiley Juergens Wealth Management
Washington
$32K +$33.9K +265 New
FHA
380
Flagship Harbor Advisors
Massachusetts
$31K +$33.2K +259 New
WOC
381
West Oak Capital
California
$30.3K – – –
FANJ
382
Financial Architects (New Jersey)
New Jersey
$28K +$13.4K +105 +81%
KTC
383
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
RFC
384
Regions Financial Corp
Alabama
$26K – – –
AF
385
Advisornet Financial
Minnesota
$24K – – –
KCPG
386
Kavar Capital Partners Group
Kansas
$24K – – –
LWCFA
387
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
SSB
388
Sandy Spring Bank
Maryland
$24K – – –
OIA
389
Optimum Investment Advisors
Illinois
$24K +$25.6K +200 New
CBOA
390
Commonwealth Bank of Australia
Australia
$23K +$6.79K +53 +35%
GT
391
Glenmede Trust
Pennsylvania
$23K +$7.3K +57 +42%
QCG
392
Quadrant Capital Group
Ohio
$21K – – –
APA
393
American Portfolios Advisors
New York
$20.6K +$20.5K +160 +1,600%
ME
394
McIlrath & Eck
Washington
$20K – – –
LA
395
Legacy Advisors
Pennsylvania
$20K +$6.92K +54 +48%
SWA
396
Sutton Wealth Advisors
Florida
$18K – – –
AIM
397
Advantage Investment Management
Iowa
$18K – – –
HCM
398
Highlander Capital Management
New Jersey
$18K – – –
HWM
399
Holloway Wealth Management
Florida
$18K – – –
SWM
400
SeaCrest Wealth Management
New York
$18K – – –