We are live on ! Find out more
WDAY icon

Workday

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
451
Okabena Investment Services
Minnesota
$1.16M +$279K +1,170 +32%
LSA
452
Leonteq Securities AG
Switzerland
$1.16M +$249K +1,045 +28%
CFGS
453
Concourse Financial Group Securities
Alabama
$1.15M -$697K -2,924 -38%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$37.2K +156 +3%
CAM
455
Cresset Asset Management
Illinois
$1.13M -$64.1K -269 -5%
CWM
456
Circle Wealth Management
New Jersey
$1.13M +$551K +2,314 +111%
GG
457
Gofen & Glossberg
Illinois
$1.12M +$255K +1,070 +30%
LB
458
Legacy Bridge
Iowa
$1.11M
AIIMS
459
Analyst IMS Investment Management Services
Israel
$1.09M -$11.9K -50 -1%
SIC
460
SFE Investment Counsel
California
$1.06M -$204K -855 -16%
WPW
461
Waldron Private Wealth
Pennsylvania
$1.06M +$11.9K +50 +1%
EWM
462
Executive Wealth Management
Michigan
$1.05M -$10.2K -43 -1%
BCV
463
Banque Cantonale Vaudoise
Switzerland
$1.04M -$286K -1,200 -22%
ECM
464
Element Capital Management
New York
$1.03M +$1.03M +4,323 New
AC
465
Allstate Corporation
Illinois
$1.03M -$2.32M -9,748 -69%
AIP
466
Ameritas Investment Partners
Nebraska
$1.03M +$18.8K +79 +2%
BTWM
467
Baker Tilly Wealth Management
Wisconsin
$1.01M +$160K +673 +19%
ACS
468
Archford Capital Strategies
Illinois
$1.01M +$32.2K +135 +3%
EI
469
Ethic Inc
New York
$982K +$44.6K +187 +5%
Baird Financial Group
470
Baird Financial Group
Wisconsin
$982K +$45.5K +191 +5%
RP
471
Riverbridge Partners
Minnesota
$971K
KA
472
Kintegral Advisory
New York
$965K +$960K +4,030 New
Mercer Global Advisors
473
Mercer Global Advisors
Colorado
$962K -$601K -2,524 -39%
PWP
474
Pursue Wealth Partners
California
$952K -$530K -2,222 -35%
KPWS
475
Kestra Private Wealth Services
Texas
$946K -$48.4K -203 -5%