We are live on ! Find out more
WDAY icon

Workday
WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
526
Acorn Financial Advisory Services
Virginia
$470K +$8.15K +33 +2%
CAAS
527
Capital Asset Advisory Services
Michigan
$465K +$343K +1,389 +289%
FIM
528
Fernwood Investment Management
Massachusetts
$463K +$18.5K +75 +4%
FCH
529
Freestone Capital Holdings
Washington
$462K +$390K +1,577 +555%
AP
530
Adero Partners
California
$458K +$456K +1,845 New
BPC
531
Banque Pictet & Cie
Switzerland
$455K +$88.7K +359 +24%
HIA
532
Harbor Investment Advisory
Maryland
$454K +$375K +1,516 +489%
EFM
533
E Fund Management
China
$448K +$445K +1,802 New
LOAMS
534
Lombard Odier Asset Management (Switzerland)
Switzerland
$438K +$435K +1,762 New
NB
535
Norinchukin Bank
Japan
$437K +$133K +539 +44%
APP
536
Alpha Paradigm Partners
Illinois
$431K -$5.03M -20,352 -92%
GCP
537
GSA Capital Partners
United Kingdom
$421K +$418K +1,694 New
RFC
538
Regions Financial Corp
Alabama
$417K +$126K +510 +44%
SCA
539
Spearhead Capital Advisors
Florida
$413K -$59.5K -241 -13%
BF
540
BOK Financial
Oklahoma
$410K -$665K -2,690 -62%
TPM
541
Triasima Portfolio Management
Quebec, Canada
$401K – – –
AP
542
Appleton Partners
Massachusetts
$398K -$49.4K -200 -11%
RFO
543
RiverGlades Family Offices
Florida
$397K – – –
EI
544
Ethic Inc
New York
$397K +$180K +727 +83%
PWM
545
Perigon Wealth Management
California
$388K +$192K +779 +99%
WFO
546
Wealthgate Family Office
Colorado
$387K – – –
GWMIA
547
Global Wealth Management Investment Advisory
Florida
$385K +$27.4K +111 +8%
SCA
548
Snowden Capital Advisors
New York
$382K +$380K +1,537 New
ACM
549
Argent Capital Management
Missouri
$373K – – –
CC
550
Cipher Capital
New York
$373K +$371K +1,503 New
20 21
22
23 24