We are live on ! Find out more
ICE icon

Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
901
Leonteq Securities AG
Switzerland
$325K +$108K +939 +52%
WP
902
WMS Partners
Maryland
$324K
LSAG
903
Lake Street Advisors Group
New Hampshire
$322K -$13.6K -118 -4%
ACP
904
Ashfield Capital Partners
California
$322K
WT
905
Whittier Trust
California
$322K
SWM
906
SeaCrest Wealth Management
New York
$318K -$921 -8 -0.3%
ITIM
907
Indiana Trust & Investment Management
Indiana
$315K
SC
908
Solstein Capital
California
$312K
BA
909
Bristlecone Advisors
Washington
$312K +$4.26K +37 +1%
DY
910
Dowling & Yahnke
California
$306K +$11.6K +101 +4%
IEFM
911
IQ EQ Fund Management
Ireland
$304K
FAM
912
Formidable Asset Management
Ohio
$303K -$28.8K -250 -9%
BJL
913
Brighton Jones LLC
Washington
$302K +$3.45K +30 +1%
ARMT
914
Amica Retiree Medical Trust
Rhode Island
$301K
1SB
915
1ST Source Bank
Indiana
$300K
AWM
916
Altium Wealth Management
New York
$299K -$58.1K -505 -17%
NA
917
Nottingham Advisors
New York
$298K
BP
918
BBR Partners
New York
$292K +$21.2K +184 +8%
MFW
919
Meristem Family Wealth
Minnesota
$292K +$283K +2,457 New
GIA
920
Gladstone Institutional Advisory
Florida
$290K +$281K +2,439 New
IWM
921
IHT Wealth Management
Illinois
$290K +$281K +2,442 New
HH
922
Hilltop Holdings
Texas
$288K -$9.67K -84 -3%
CIC
923
Crawford Investment Counsel
Georgia
$286K +$5.53K +48 +2%
AWM
924
Apollon Wealth Management
South Carolina
$286K +$6.45K +56 +2%
CBN
925
Cadence Bank NA
Texas
$282K