We are live on ! Find out more
WDAY icon

Workday
WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$61K -$44.3K -267 -42%
AIM
502
Aigen Investment Management
New York
$59K +$59.9K +361 New
FIA
503
FNY Investment Advisers
New York
$55K +$55.6K +335 New
RIA
504
Realta Investment Advisors
Delaware
$52K -$6.97K -42 -12%
BFEC
505
Benjamin F. Edwards & Company
Missouri
$51K – – –
WAP
506
Wealthcare Advisory Partners
Pennsylvania
$47K +$2.49K +15 +6%
FP
507
Financial Perspectives
Minnesota
$45.6K +$46K +277 New
ACM
508
Allred Capital Management
Texas
$45.2K +$45.7K +275 New
VFA
509
Valeo Financial Advisors
Indiana
$43K -$28.6K -172 -40%
SFSIG
510
San Francisco Sentry Investment Group
California
$40K +$8.47K +51 +27%
PCM
511
Penserra Capital Management
California
$40K +$15.1K +91 +59%
MAM
512
Meeder Asset Management
Ohio
$38K -$3.82K -23 -9%
GT
513
Glenmede Trust
Pennsylvania
$38K +$996 +6 +3%
LC
514
Lindbrook Capital
California
$38K +$7.64K +46 +24%
HIIFS
515
Harel Insurance Investments & Financial Services
Israel
$38K +$38.5K +232 New
OPS
516
Orion Portfolio Solutions
Nebraska
$37K +$37.7K +227 New
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
TPCW
518
TD Private Client Wealth
New York
$34.4K +$34.7K +209 New
SF
519
Synovus Financial
Georgia
$34K – – –
IRAG
520
Investment Research & Advisory Group
Georgia
$34K +$34.7K +209 New
NSIM
521
North Star Investment Management
Illinois
$33K – – –
SSB
522
Sandy Spring Bank
Maryland
$33K – – –
TCWM
523
Total Clarity Wealth Management
Illinois
$33K +$33.2K +200 New
VCP
524
Verus Capital Partners
Arizona
$33K +$33.2K +200 New
SIAS
525
Shine Investment Advisory Services
Colorado
$32K -$1.99K -12 -6%
19 20
21
22 23