We are live on ! Find out more
WDAY icon

Workday
WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
826
Transamerica Financial Advisors
Florida
$11.3K +$9.21K +58 +200%
GSEP
827
Golden State Equity Partners
California
$10.7K -$242K -1,523 -95%
TCM
828
Triumph Capital Management
Colorado
$10.4K +$12.2K +77 +2,567%
KAS
829
Kemnay Advisory Services
New York
$10.1K -$952 -6 -7%
FNWA
830
Financial Network Wealth Advisors
Utah
$10.1K +$6.03K +38 +95%
RF
831
Roxbury Financial
New Jersey
$9.74K – – –
OWP
832
ORG Wealth Partners
Texas
$9.35K -$1.27K -8 -10%
LWCFA
833
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.34K +$13.2K +83 New
KG
834
Kilter Group
New York
$9.22K +$7.3K +46 +184%
IAIM
835
International Assets Investment Management
Florida
$8.65K +$3.17K +20 +43%
DWS
836
Dynamic Wealth Strategies
California
$8.45K – – –
JGCM
837
Joseph Group Capital Management
Ohio
$8.31K +$10.2K +64 New
BIA
838
Bell Investment Advisors
California
$8.19K -$8.89K -56 -47%
MCM
839
MV Capital Management
Maryland
$8.19K +$3.17K +20 +47%
EF
840
Entrust Financial
Pennsylvania
$8.06K – – –
HWP
841
Highline Wealth Partners
California
$7.79K +$6.98K +44 +275%
SVCP
842
Silicon Valley Capital Partners
California
$7.28K – – –
HNW
843
High Note Wealth
Minnesota
$6.89K +$5.87K +37 +231%
PWA
844
Physician Wealth Advisors
Utah
$6.5K -$8.25K -52 -51%
BCM
845
Blume Capital Management
California
$6.5K – – –
FPF
846
First Pacific Financial
Washington
$6.37K – – –
CFM
847
Cornerstone Financial Management
Massachusetts
$6.37K +$5.71K +36 +277%
EP
848
Essential Partners
California
$6.24K +$6.19K +39 +433%
WTC
849
WhitTier Trust Company
Nevada
$6.23K -$18.6K -117 -71%
RWM
850
Rialto Wealth Management
New York
$6.11K +$1.27K +8 +21%
32 33
34
35 36