We are live on ! Find out more
IBN icon

ICICI Bank
IBN

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
501
Wilmington Savings Fund Society
Delaware
$11.5K – – –
CFM
502
Cornerstone Financial Management
Massachusetts
$11.5K +$1.08K +37 +9%
RWM
503
Raffa Wealth Management
District of Columbia
$11.1K – – –
TPWA
504
Twin Peaks Wealth Advisors
California
$10.6K +$12K +409 New
CAC
505
Core Alternative Capital
Georgia
$10.4K – – –
IAAG
506
Innovative Asset Advisors Group
Connecticut
$9.97K +$11.3K +385 New
CFFP
507
Center for Financial Planning
Michigan
$9.61K – – –
BAM
508
Byrne Asset Management
New Jersey
$9.06K -$5.86K -200 -36%
LFG
509
Larson Financial Group
Missouri
$8.99K -$14.2K -484 -58%
AWA
510
Acumen Wealth Advisors
Tennessee
$8.03K – – –
RFP
511
Root Financial Partners
California
$7.74K +$6.07K +207 +225%
HPWM
512
High Point Wealth Management
New Jersey
$7.12K +$8.06K +275 New
KFI
513
Key Financial Inc
Pennsylvania
$7.1K – – –
CYG
514
Clean Yield Group
Vermont
$6.32K – – –
MWPCG
515
Measured Wealth Private Client Group
New Hampshire
$6.16K – – –
FFO
516
Fortitude Family Office
Arizona
$5.75K – – –
MB
517
MidFirst Bank
Oklahoma
$5.21K – – –
AFG
518
Albion Financial Group
Utah
$4.56K – – –
VCM
519
Versant Capital Management
Arizona
$4.35K +$674 +23 +16%
NSIM
520
North Star Investment Management
Illinois
$4.25K +$4.81K +164 New
PFBT
521
Parkside Financial Bank & Trust
Missouri
$4.2K – – –
TWD
522
True Wealth Design
Ohio
$4.14K -$10.4K -354 -69%
LI
523
LRI Investments
Florida
$4.09K +$968 +33 +26%
JWM
524
JPL Wealth Management
Colorado
$3.63K +$4.11K +140 New
PTC
525
Private Trust Company
Ohio
$3.5K -$1.58K -54 -29%
19 20
21
22 23