We are live on ! Find out more
ICE icon

Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
851
Pointe Capital Management
Michigan
$418K +$86.9K +867 +23%
PA
852
Parallel Advisors
California
$417K +$29.5K +294 +7%
V
853
VeraBank
Texas
$416K – – –
OHWP
854
Oak Harbor Wealth Partners
North Carolina
$416K +$8.42K +84 +2%
RMAM
855
Raab & Moskowitz Asset Management
New Jersey
$408K – – –
9WM
856
9258 Wealth Management
Ohio
$407K +$42.4K +423 +10%
AFM
857
Andesa Financial Management
Pennsylvania
$402K +$186K +1,851 +72%
5L
858
55I LLC
Massachusetts
$402K +$203K +2,028 +84%
II
859
Inspire Investing
Idaho
$399K +$10.4K +104 +2%
BTI
860
Blue Trust Inc
Georgia
$395K +$147K +1,470 +54%
IAP
861
Indie Asset Partners
Indiana
$391K -$45.1K -450 -9%
SC
862
Savant Capital
Illinois
$389K -$40.6K -405 -9%
LOAMU
863
Lombard Odier Asset Management (USA)
New York
$389K – – –
IFG
864
Independent Financial Group
California
$389K +$1K +10 +0.2%
SIM
865
SSI Investment Management
California
$388K +$602 +6 +0.1%
BRWA
866
B. Riley Wealth Advisors
Florida
$388K +$49.7K +496 +13%
CFG
867
Citizens Financial Group
Rhode Island
$387K – – –
SWMP
868
Signature Wealth Management Partners
New Jersey
$386K -$13.2K -132 -3%
FFM
869
Forum Financial Management
Illinois
$386K +$40.8K +407 +11%
RPC
870
Rossmore Private Capital
Connecticut
$379K – – –
CFA
871
Compass Financial Advisors
Indiana
$377K – – –
SP
872
Symmetry Partners
Connecticut
$377K +$38.9K +388 +10%
FI
873
Fosun International
China
$377K +$418K +4,170 New
Federated Hermes
874
Federated Hermes
Pennsylvania
$373K -$87.4K -872 -17%
FCI
875
Financial Counselors Inc
Kansas
$370K -$774K -7,719 -65%