ICE icon

Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
SP
851
Stonebrook Private
Michigan
$731K +$645K +5,692 New
AA
852
ALPS Advisors
Colorado
$729K +$23.8K +210 +4%
ACM
853
Accent Capital Management
Ohio
$726K +$640K +5,649 New
DA
854
Doliver Advisors
Texas
$725K +$6.58K +58 +1%
WPC
855
Wedmont Private Capital
Pennsylvania
$723K +$76.1K +671 +14%
IWA
856
Icon Wealth Advisors
Texas
$722K +$637K +5,619 New
EFG
857
Embree Financial Group
Illinois
$716K +$632K +5,577 New
MFC
858
Mechanics Financial Corp
Ohio
$713K -$65.8K -580 -9%
AGWCA
859
Annis Gardner Whiting Capital Advisors
Florida
$704K +$71.3K +629 +13%
PA
860
Parallel Advisors
California
$703K +$1.47K +13 +0.2%
OHWP
861
Oak Harbor Wealth Partners
North Carolina
$700K -$56.3K -497 -8%
DGAM
862
Desjardins Global Asset Management
Quebec, Canada
$697K -$170K -1,502 -22%
BCP
863
Berkeley Capital Partners
Georgia
$696K +$2.61K +23 +0.4%
CM
864
Caption Management
Oklahoma
$694K -$3.43M -30,263 -85%
CT
865
Caldwell Trust
Florida
$685K -$21.8K -192 -3%
FCFC
866
First Commonwealth Financial Corp
Pennsylvania
$683K -$12K -106 -2%
NP
867
Ninepoint Partners
Ontario, Canada
$678K +$599K +5,279 New
WIM
868
Waverton Investment Management
United Kingdom
$674K +$595K +5,250 New
RP
869
Riverwater Partners
Wisconsin
$674K -$93.8K -827 -14%
QCG
870
Quadrant Capital Group
Ohio
$671K -$2.49K -22 -0.4%
ILI
871
Invesco LLC (Illinois)
Illinois
$671K -$34K -300 -5%
IVP
872
Intrinsic Value Partners
Arizona
$671K -$18.1K -160 -3%
PIA
873
Perennial Investment Advisors
California
$668K -$224K -1,972 -27%
CFA
874
Capstone Financial Advisors
Illinois
$664K -$10.2K -90 -2%
PWPS
875
Pinnacle Wealth Planning Services
Ohio
$664K +$46K +406 +9%