We are live on ! Find out more
WDAY icon

Workday
WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
476
Harel Insurance Investments & Financial Services
Israel
$818K -$480K -1,940 -37%
AC
477
Apogem Capital
New York
$815K -$27.5K -111 -3%
IA
478
IndexIQ Advisors
New York
$810K +$59.9K +242 +8%
EI
479
Ethic Inc
New York
$791K +$89.1K +360 +13%
NAM
480
NorthCoast Asset Management
Connecticut
$790K -$2.07M -8,363 -73%
LWP
481
Lumature Wealth Partners
Georgia
$788K +$53.5K +216 +7%
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$775K +$162K +653 +27%
SC
483
Scholtz & Company
Connecticut
$769K -$532K -2,149 -41%
VCM
484
Virtue Capital Management
Tennessee
$768K +$18.1K +73 +2%
IIM
485
Ironwood Investment Management
Massachusetts
$766K +$1.24K +5 +0.2%
FCH
486
Freestone Capital Holdings
Washington
$762K +$236K +953 +45%
OWM
487
Opes Wealth Management
California
$762K +$755K +3,048 New
CWA
488
Clarity Wealth Advisors
California
$760K -$42.3K -171 -5%
AAS
489
Avantax Advisory Services
Texas
$757K +$65.1K +263 +9%
AIM
490
Aspen Investment Management
Michigan
$755K +$748K +3,022 New
RJT
491
Raymond James Trust
Florida
$752K +$12.1K +49 +2%
BPC
492
Banque Pictet & Cie
Switzerland
$751K +$240K +968 +47%
IWS
493
Insight Wealth Strategies
California
$748K +$22.3K +90 +3%
FDCDDQ
494
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K +$23.5K +95 +3%
CBA
495
Coastal Bridge Advisors
Connecticut
$735K – – –
PDN
496
Pensionfund DSM Netherlands
Netherlands
$725K +$718K +2,900 New
MFS
497
Mirabella Financial Services
United Kingdom
$709K +$703K +2,839 New
CRIG
498
Charter Research & Investment Group
Connecticut
$706K – – –
VI
499
Vestcor Inc
New Brunswick, Canada
$696K -$58.2K -235 -8%
FRM
500
Fox Run Management
Connecticut
$692K +$686K +2,771 New
18 19
20
21 22