We are live on ! Find out more
WDAY icon

Workday
WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
876
Forum Financial Management
Illinois
$257K -$2.55K -10 -0.9%
RWPA
877
Richard W. Paul & Associates
Michigan
$254K -$2.81K -11 -1%
SIC
878
Samalin Investment Counsel
New York
$252K -$41.1K -161 -13%
GPA
879
Guerra Pan Advisors
New Jersey
$251K – – –
FW
880
FullCircle Wealth
Texas
$251K +$766 +3 +0.3%
MAM
881
Martingale Asset Management
Massachusetts
$250K -$84.7K -332 -24%
KWA
882
Kingswood Wealth Advisors
California
$248K +$16.6K +65 +7%
CCM
883
Cohen Capital Management
California
$248K – – –
LFA
884
Legacy Financial Advisors
Kentucky
$247K +$8.17K +32 +3%
MG
885
Mather Group
Illinois
$247K +$119K +467 +79%
OC
886
Oarsman Capital
Wisconsin
$245K +$31.4K +123 +13%
DAS
887
Dynamic Advisor Solutions
Arizona
$245K +$268K +1,049 New
SBFM
888
S-Bank Fund Management
Finland
$244K +$266K +1,044 New
ASN
889
Advisory Services Network
Georgia
$243K +$86.3K +338 +48%
PCM
890
Penserra Capital Management
California
$242K -$392K -1,537 -60%
HIA
891
Harbor Investment Advisory
Maryland
$241K -$156K -611 -37%
OWA
892
Opal Wealth Advisors
New York
$240K -$5.1K -20 -2%
BAM
893
Bayshore Asset Management
Florida
$237K – – –
CCA
894
Checchi Capital Advisers
California
$237K +$16.6K +65 +7%
AA
895
Alta Advisers
United Kingdom
$235K +$257K +1,008 New
MW
896
Marcum Wealth
Ohio
$235K +$9.95K +39 +4%
PWP
897
Perfromance Wealth Partners
Illinois
$234K – – –
ACI
898
Alpha Cubed Investments
California
$234K +$255K +1,000 New
CI
899
Corient IA
Florida
$234K +$255K +1,000 New
RFO
900
RiverGlades Family Offices
Florida
$234K +$255K +1,000 New
34 35
36
37 38