We are live on ! Find out more
WDAY icon

Workday

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
726
Golden State Equity Partners
California
$398K +$429K +1,782 New
NB
727
Norinchukin Bank
Japan
$397K -$4.09K -17 -0.9%
FIM
728
Fernwood Investment Management
Massachusetts
$392K
BPCA
729
Bank Pictet & Cie (Asia)
Singapore
$391K +$421K +1,747 New
EP
730
Essential Planning
New Hampshire
$387K
CWM
731
Congress Wealth Management
Massachusetts
$386K -$147K -609 -26%
FFN
732
Focus Financial Network
Minnesota
$384K
CWP
733
Concord Wealth Partners
Virginia
$383K +$81.9K +340 +25%
AWM
734
Avior Wealth Management
Nebraska
$383K -$68.1K -283 -14%
CGIM
735
Capital Group Investment Management
Singapore
$382K
GAM
736
Gemmer Asset Management
California
$382K
MCM
737
MAI Capital Management
Ohio
$381K +$31.1K +129 +8%
FAFN
738
First Affirmative Financial Network
Colorado
$380K +$24.8K +103 +6%
GM
739
GeoWealth Management
Illinois
$375K -$24.3K -101 -6%
TCBWMS
740
Texas Capital Bank Wealth Management Services
Texas
$374K +$43.6K +181 +12%
LC
741
Lindbrook Capital
California
$374K +$262K +1,089 +187%
SC
742
Savant Capital
Illinois
$373K -$1.1M -4,571 -73%
GWSG
743
GPS Wealth Strategies Group
Colorado
$370K
AIM
744
Aspen Investment Management
Michigan
$369K +$12K +50 +3%
Empower Advisory Group
745
Empower Advisory Group
Colorado
$368K +$9.39K +39 +2%
MA
746
MJP Associates
Connecticut
$367K +$395K +1,640 New
VIM
747
VELA Investment Management
Ohio
$364K
MWM
748
Meridian Wealth Management
Kentucky
$363K +$391K +1,623 New
OQS
749
Occudo Quantitative Strategies
Florida
$361K -$844K -3,507 -68%
MYLI
750
Meiji Yasuda Life Insurance
Japan
$360K -$31.3K -130 -7%