We are live on ! Find out more
WINA icon

Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$12K +$12.5K +34 New
CFGS
152
Concourse Financial Group Securities
Alabama
$11.9K +$12.1K +33 New
AAP
153
Arax Advisory Partners
Colorado
$10.5K +$10.6K +29 New
CIAS
154
CBIZ Investment Advisory Services
Ohio
$7.23K +$7.34K +20 New
First Manhattan
155
First Manhattan
New York
$3.62K
NFSG
156
Newbridge Financial Services Group
Florida
$3.62K
PS
157
Principal Securities
Iowa
$3.62K +$2.57K +7 +233%
GI
158
GAMMA Investing
California
$2.89K -$367 -1 -11%
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$2.89K
AF
160
Allworth Financial
California
$2.53K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$1.81K -$734 -2 -29%
QL
162
Quarry LP
New York
$1.81K +$1.84K +5 New
AA
163
Ancora Advisors
Ohio
$1.81K +$1.84K +5 New
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$1.09K +$1.1K +3 New
PWMG
165
Private Wealth Management Group
New Jersey
$1.09K +$1.1K +3 New
AW
166
Avion Wealth
Texas
$1K
HIA
167
Harbor Investment Advisory
Maryland
$362 +$367 +1 New
TFM
168
TFC Financial Management
Massachusetts
$362 +$367 +1 New
AWM
169
Avior Wealth Management
Nebraska
$361 +$367 +1 New
TPM
170
Triasima Portfolio Management
Quebec, Canada
-$3.74M -8,963 Closed
Ameriprise
171
Ameriprise
Minnesota
-$1.46M -3,502 Closed
Squarepoint
172
Squarepoint
New York
-$1.42M -3,404 Closed
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
-$684K -1,638 Closed
EA
174
Ellsworth Advisors
Ohio
-$664K -1,590 Closed
RAG
175
RIA Advisory Group
Iowa
-$380K -1,481 Closed