We are live on ! Find out more
WDAY icon

Workday

Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
551
WCM Investment Management
California
$754K – – –
MA
552
Montag & Associates
Georgia
$752K – – –
CS
553
Comerica Securities
Michigan
$748K -$24.1K -104 -3%
CAG
554
Crestwood Advisors Group
Massachusetts
$738K -$15.3K -66 -2%
IPW
555
Impact Partnership Wealth
Georgia
$735K +$3.25K +14 +0.4%
CWM
556
Circle Wealth Management
New Jersey
$735K – – –
FFA
557
Farther Finance Advisors
California
$733K +$178K +766 +29%
CA
558
Cetera Advisors
Colorado
$731K +$11.4K +49 +1%
DI
559
DFPG Investments
Utah
$731K -$110K -476 -13%
NYLIM
560
New York Life Investment Management
New York
$730K -$72.8K -314 -8%
S
561
SignatureFD
Georgia
$726K +$67.5K +291 +9%
SM
562
STF Management
Texas
$726K +$478K +2,061 +156%
MCC
563
Malaga Cove Capital
California
$724K +$107K +460 +16%
TWA
564
Trellis Wealth Advisors
California
$720K – – –
JSC
565
Jackson Square Capital
California
$718K +$775K +3,341 New
NL
566
NVWM LLC
Pennsylvania
$712K +$768K +3,314 New
Empower Advisory Group
567
Empower Advisory Group
Colorado
$700K +$3.02K +13 +0.4%
Bessemer Group
568
Bessemer Group
New Jersey
$693K +$27.4K +118 +4%
PCA
569
Pallas Capital Advisors
Massachusetts
$692K +$774K +3,339 New
IWC
570
Integrated Wealth Concepts
Massachusetts
$686K +$24.6K +106 +3%
BFG
571
Bleakley Financial Group
New Jersey
$679K -$82.6K -356 -10%
SS
572
Simplicity Solutions
Minnesota
$679K -$82.1K -354 -10%
AFC
573
AFT Forsyth & Company
Florida
$677K +$143K +615 +24%
TCA
574
Transcend Capital Advisors
New Jersey
$667K -$21.1K -91 -3%
OQS
575
Occudo Quantitative Strategies
Florida
$665K -$2.45M -10,556 -77%