We are live on ! Find out more
WDAY icon

Workday
WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
801
Mesirow Financial Investment Management
Illinois
$385K -$363K -1,419 -49%
CRC
802
Curi RMB Capital
Illinois
$383K -$83.8K -328 -18%
CTC
803
Central Trust Company
Missouri
$382K -$98.1K -384 -21%
IFG
804
Independent Financial Group
California
$382K -$268K -1,048 -41%
IFWM
805
Institute for Wealth Management
Colorado
$373K +$25K +98 +7%
FNT
806
First National Trust
Pennsylvania
$372K -$8.18K -32 -2%
BMCM
807
Burns Matteson Capital Management
New York
$369K +$366K +1,431 New
NWA
808
New World Advisors
Massachusetts
$365K -$6.64K -26 -2%
CIS
809
Custom Index Systems
New York
$364K +$10.5K +41 +3%
KPWS
810
Kestra Private Wealth Services
Texas
$364K +$86.9K +340 +32%
SWP
811
Stratos Wealth Partners
Ohio
$363K +$135K +529 +60%
FPAS
812
Focus Partners Advisor Solutions
Missouri
$363K +$80K +313 +29%
MAM
813
Martingale Asset Management
Massachusetts
$362K +$358K +1,403 New
KIA
814
KCM Investment Advisors
California
$362K -$127K -498 -26%
SPC
815
Spirepoint Private Client
Florida
$362K +$255 +1 +0.1%
RCWM
816
Red Crane Wealth Management
California
$361K +$358K +1,400 New
WOC
817
West Oak Capital
California
$361K – – –
SQA
818
Simon Quick Advisors
New Jersey
$355K +$14.3K +56 +4%
CP
819
Castleview Partners
Texas
$354K -$57K -223 -14%
CPIG
820
Chicago Partners Investment Group
Illinois
$346K +$15.6K +61 +5%
AFG
821
Atomi Financial Group
New York
$344K +$340K +1,331 New
1WA
822
180 Wealth Advisors
Washington
$342K +$2.04K +8 +0.6%
AWM
823
Abound Wealth Management
Tennessee
$341K -$30.9K -121 -8%
EFG
824
Everhart Financial Group
Ohio
$338K +$1.28K +5 +0.4%
SFG
825
Synergy Financial Group
California
$338K +$2.56K +10 +0.8%
31 32
33
34 35