ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
751
Portfolio Design Labs
California
$1.14M +$1.01M +8,912 New
SA
752
SRN Advisors
Pennsylvania
$1.13M +$213K +1,879 +27%
TSWM
753
Triangle Securities Wealth Management
North Carolina
$1.12M +$15.9K +140 +2%
FI
754
Financial Insights
Washington
$1.12M +$21.4K +189 +2%
BFM
755
Boston Financial Management
Massachusetts
$1.12M +$9.41K +83 +1%
FCM
756
Fairbanks Capital Management
California
$1.11M +$51K +450 +5%
IIM
757
INTECH Investment Management
Florida
$1.11M -$293K -2,581 -23%
AIM
758
Anchor Investment Management
South Carolina
$1.1M -$14.4K -127 -1%
TA
759
TCM Advisors
West Virginia
$1.1M – – –
FNA
760
First National Advisers
Nebraska
$1.08M +$364K +3,207 +61%
CCM
761
Coldstream Capital Management
Washington
$1.08M +$213K +1,879 +29%
ELI
762
Empire Life Investments
Ontario, Canada
$1.07M +$946K +8,343 New
MWC
763
MBM Wealth Consultants
Missouri
$1.07M +$57K +503 +6%
PAI
764
Pittenger & Anderson Inc
Nebraska
$1.07M – – –
PA
765
Profund Advisors
Maryland
$1.06M +$201K +1,769 +27%
PG
766
Proffitt & Goodson
Tennessee
$1.06M +$63.9K +564 +7%
MIM
767
Morningstar Investment Management
Illinois
$1.05M +$931K +8,213 New
BAM
768
Belpointe Asset Management
Nevada
$1.05M -$36.6K -323 -4%
MIS
769
Morningstar Investment Services
Illinois
$1.04M +$475K +4,186 +106%
ASN
770
Advisory Services Network
Georgia
$1.04M +$15.9K +140 +2%
RIA
771
Realta Investment Advisors
Delaware
$1.03M +$325K +2,870 +55%
DWT
772
Dorsey & Whitney Trust
South Dakota
$1.03M -$19.7K -174 -2%
VSQM
773
V-Square Quantitative Management
Illinois
$1.03M +$289K +2,550 +47%
AI
774
Atom Investors
Texas
$1.03M +$905K +7,985 New
CT
775
Chicago Trust
Illinois
$1.01M -$76.8K -677 -8%
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