We are live on ! Find out more
WDAY icon

Workday

Name Holding Trade Value Shares
Change
Change in
Stake
MJB
601
Mark J. Bradley
$277K +$260K +1,155 New
1WA
602
180 Wealth Advisors
Washington
$275K – – –
SWA
603
SOA Wealth Advisors
New York
$274K +$225K +1,000 New
FCI
604
Financial Counselors Inc
Kansas
$268K -$14.2K -63 -5%
GT
605
Greenleaf Trust
Michigan
$266K -$225 -1 -0.1%
VCM
606
Virtue Capital Management
Tennessee
$262K +$246K +1,094 New
WF
607
WoodTrust Financial
Wisconsin
$260K – – –
WS
608
Wedbush Securities
California
$258K +$32.6K +145 +16%
ETC
609
Exchange Traded Concepts
Oklahoma
$257K +$187K +833 +350%
AL
610
Aspiriant LLC
California
$252K – – –
BO
611
BRR OpCo
Ohio
$252K – – –
Thrivent Financial for Lutherans
612
Thrivent Financial for Lutherans
Minnesota
$250K -$311K -1,385 -57%
FC
613
Financial Consulate
Maryland
$246K – – –
SWP
614
Stratos Wealth Partners
Ohio
$246K +$231K +1,026 New
SIC
615
Samalin Investment Counsel
New York
$244K -$25.8K -115 -10%
GAM
616
Grandview Asset Management
Pennsylvania
$240K – – –
RG
617
Rathbones Group
United Kingdom
$240K – – –
WJWM
618
Williams Jones Wealth Management
New York
$240K – – –
BWA
619
BDO Wealth Advisors
Florida
$238K -$60.9K -271 -21%
HNB
620
Huntington National Bank
Ohio
$238K – – –
ECM
621
Evergreen Capital Management
Washington
$235K – – –
XS
622
XR Securities
Illinois
$235K +$220K +981 New
HSA
623
HBK Sorce Advisory
Pennsylvania
$233K +$3.37K +15 +2%
QI
624
Qtron Investments
Massachusetts
$233K +$218K +972 New
CPIG
625
Chicago Partners Investment Group
Illinois
$229K +$219K +974 New