We are live on ! Find out more
WINA icon

Winmark

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
176
Retirement Wealth Solutions
Wisconsin
$6.68K
TFA
177
Toth Financial Advisory
Virginia
$5.09K +$5.7K +16 New
BI
178
Binnacle Investments
Iowa
$4.77K +$5.34K +15 New
GI
179
GAMMA Investing
California
$3.18K -$1.78K -5 -33%
CPG
180
Cornerstone Planning Group
New Jersey
$2.87K +$2.85K +8 New
TWD
181
True Wealth Design
Ohio
$2.86K +$712 +2 +29%
Mitsubishi UFJ Asset Management
182
Mitsubishi UFJ Asset Management
Japan
$2.54K
GWM
183
Geneos Wealth Management
Colorado
$2.23K +$1.07K +3 +75%
CIAM
184
Caitong International Asset Management
Hong Kong
$2.23K +$2.49K +7 New
HWM
185
Hemington Wealth Management
Virginia
$2K
AF
186
Allworth Financial
California
$1.81K
AA
187
Ancora Advisors
Ohio
$1.59K
WA
188
WPG Advisers
Maryland
$1.59K +$1.43K +4 +400%
LC
189
Lindbrook Capital
California
$1.59K +$1.78K +5 New
EWA
190
EverSource Wealth Advisors
Alabama
$1.27K +$712 +2 +100%
RIL
191
Rothschild Investment LLC
Illinois
$954
SPIA
192
Steward Partners Investment Advisory
New York
$954
TFM
193
TFC Financial Management
Massachusetts
$318
CCM
194
Coldstream Capital Management
Washington
$318 +$356 +1 New
SFGP
195
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$318 +$356 +1 New
AAIS
196
ABN AMRO Investment Solutions
-$1.96M -4,987 Closed
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
-$1.36M -3,450 Closed
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
-$1.26M -3,200 Closed
Two Sigma Investments
199
Two Sigma Investments
New York
-$433K -1,101 Closed
CT
200
ClearAlpha Technologies
Connecticut
-$280K -712 Closed