We are live on ! Find out more
WDAY icon

Workday

Name Holding Trade Value Shares
Change
Change in
Stake
MG
751
Marex Group
$358K +$385K +1,600 New
AFAS
752
Acorn Financial Advisory Services
Virginia
$356K +$75.4K +313 +24%
DL
753
DOHJ LLC
Washington
$356K +$384K +1,593 New
AWM
754
Abound Wealth Management
Tennessee
$353K -$36.1K -150 -9%
SIM
755
Sentry Investment Management
Wisconsin
$350K -$77.3K -321 -17%
CGL
756
Clarius Group LLC
Washington
$349K +$4.33K +18 +1%
CP
757
Covenant Partners
Tennessee
$345K
LA
758
Legacy Advisors
Pennsylvania
$344K +$9.39K +39 +3%
IAA
759
Independent Advisor Alliance
North Carolina
$344K +$61.9K +257 +20%
PL
760
Perpetual Ltd
Australia
$342K +$55.6K +231 +18%
IWC
761
Integrated Wealth Concepts
Massachusetts
$339K -$465K -1,932 -56%
TA
762
Tectonic Advisors
Texas
$334K +$2.89K +12 +0.8%
BP
763
Ballentine Partners
Massachusetts
$333K -$71.7K -298 -17%
RA
764
RFG Advisory
Alabama
$332K -$25.5K -106 -7%
GFP
765
Gryphon Financial Partners
Ohio
$330K +$355K +1,475 New
OTL
766
Oak Thistle LLC
New York
$328K +$140K +582 +66%
KeyBank National Association
767
KeyBank National Association
Ohio
$325K +$15.9K +66 +5%
MFIM
768
Mesirow Financial Investment Management
Illinois
$324K +$11.6K +48 +3%
BW
769
BIP Wealth
Georgia
$324K
FNT
770
First National Trust
Pennsylvania
$324K +$5.06K +21 +1%
SPC
771
Spirepoint Private Client
Florida
$323K +$348K +1,446 New
HSA
772
HBK Sorce Advisory
Pennsylvania
$321K +$152K +632 +79%
CIA
773
Concurrent Investment Advisors
Florida
$319K -$17.8K -74 -5%
AWM
774
Angeles Wealth Management
California
$314K +$79K +328 +30%
BCM
775
BluePath Capital Management
Georgia
$312K -$46.7K -194 -12%