We are live on ! Find out more
WDAY icon

Workday
WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
701
Allworth Financial
California
$386K -$80.9K -356 -17%
GPWM
702
Grant Private Wealth Management
California
$382K – – –
PCM
703
Polymer Capital Management
New York
$380K +$402K +1,769 New
IFG
704
Independent Financial Group
California
$380K -$299K -1,316 -43%
OIA
705
OneDigital Investment Advisors
Kansas
$379K -$36.6K -161 -8%
BFM
706
Boothbay Fund Management
New York
$379K +$177K +780 +79%
EP
707
Essential Planning
New Hampshire
$376K – – –
SAM
708
Smartleaf Asset Management
Massachusetts
$374K -$34.3K -151 -8%
IAN
709
Integrated Advisors Network
Texas
$374K -$15.4K -68 -4%
ACM
710
Advisors Capital Management
New Jersey
$372K -$5.23K -23 -1%
LC
711
Lavelle Capital
California
$372K +$393K +1,730 New
PE
712
PCM Encore
Colorado
$365K +$386K +1,701 New
RIA
713
Regal Investment Advisors
Michigan
$365K +$386K +1,701 New
BOH
714
Bank of Hawaii
Hawaii
$365K -$108K -477 -22%
AFC
715
AFT Forsyth & Company
Florida
$363K – – –
LFG
716
Larson Financial Group
Missouri
$358K -$7.5K -33 -2%
MGIA
717
Moneta Group Investment Advisors
Missouri
$357K +$10.9K +48 +3%
CCI
718
Credit Capital Investments
New Jersey
$354K – – –
RDWM
719
Red Door Wealth Management
Tennessee
$348K +$17.5K +77 +5%
BEI
720
Benjamin Edwards Inc
Missouri
$348K +$124K +547 +51%
GAM
721
Gemmer Asset Management
California
$347K -$2.73K -12 -0.7%
RCM
722
Raleigh Capital Management
North Carolina
$346K -$1.14K -5 -0.3%
CCG
723
Cypress Capital Group
Florida
$346K – – –
OCA
724
OpenArc Corporate Advisory
Georgia
$345K +$365K +1,607 New
GSEP
725
Golden State Equity Partners
California
$345K -$18.2K -80 -5%
27 28
29
30 31