We are live on ! Find out more
WDAY icon

Workday

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
601
180 Wealth Advisors
Washington
$275K
SWA
602
SOA Wealth Advisors
New York
$274K +$225K +1,000 New
FCI
603
Financial Counselors Inc
Kansas
$268K -$14.2K -63 -5%
GT
604
Greenleaf Trust
Michigan
$266K -$225 -1 -0.1%
VCM
605
Virtue Capital Management
Tennessee
$262K +$246K +1,094 New
WF
606
WoodTrust Financial
Wisconsin
$260K
WS
607
Wedbush Securities
California
$258K +$32.6K +145 +16%
ETC
608
Exchange Traded Concepts
Oklahoma
$257K +$187K +833 +350%
AL
609
Aspiriant LLC
California
$252K
BO
610
BRR OpCo
Ohio
$252K
Thrivent Financial for Lutherans
611
Thrivent Financial for Lutherans
Minnesota
$250K -$311K -1,385 -57%
FC
612
Financial Consulate
Maryland
$246K
SWP
613
Stratos Wealth Partners
Ohio
$246K +$231K +1,026 New
SIC
614
Samalin Investment Counsel
New York
$244K -$25.8K -115 -10%
GAM
615
Grandview Asset Management
Pennsylvania
$240K
RG
616
Rathbones Group
United Kingdom
$240K
WJWM
617
Williams Jones Wealth Management
New York
$240K
BWA
618
BDO Wealth Advisors
Florida
$238K -$60.9K -271 -21%
HNB
619
Huntington National Bank
Ohio
$238K
ECM
620
Evergreen Capital Management
Washington
$235K
XS
621
XR Securities
Illinois
$235K +$220K +981 New
HSA
622
HBK Sorce Advisory
Pennsylvania
$233K +$3.37K +15 +2%
QI
623
Qtron Investments
Massachusetts
$233K +$218K +972 New
CPIG
624
Chicago Partners Investment Group
Illinois
$229K +$219K +974 New
GG
625
Gofen & Glossberg
Illinois
$226K +$212K +945 New