We are live on ! Find out more
ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
901
Oak Harbor Wealth Partners
North Carolina
$711K -$34.9K -260 -5%
SF
902
Summit Financial
New Jersey
$710K +$222K +1,651 +47%
IVP
903
Intrinsic Value Partners
Arizona
$709K -$269 -2 -0%
EFG
904
Embree Financial Group
Illinois
$702K -$60.3K -449 -8%
RP
905
Riverwater Partners
Wisconsin
$702K -$11.4K -85 -2%
MG
906
Markel Group
Virginia
$701K – – –
WWP
907
WR Wealth Planners
Missouri
$700K +$31.6K +235 +5%
PIA
908
Perennial Investment Advisors
California
$699K +$2.69K +20 +0.4%
DWA
909
Douglass Winthrop Advisors
New York
$698K -$27K -201 -4%
MCA
910
Magnolia Capital Advisors
Mississippi
$696K -$383K -2,852 -36%
BRWA
911
B. Riley Wealth Advisors
Florida
$692K -$407K -3,027 -37%
RWM
912
Ritholtz Wealth Management
New York
$689K -$3.63K -27 -0.5%
SFCL
913
Strengthening Families & Communities LLC
Massachusetts
$689K +$39.5K +294 +6%
NA
914
Navellier & Associates
Nevada
$689K – – –
DA
915
Doliver Advisors
Texas
$688K -$4.84K -36 -0.7%
RAM
916
Ramirez Asset Management
New York
$687K – – –
MTIC
917
Missouri Trust & Investment Company
Missouri
$686K -$44.3K -330 -6%
MA
918
MYDA Advisors
New York
$684K +$672K +5,000 New
MWM
919
Moran Wealth Management
Florida
$683K +$205K +1,523 +44%
MGIA
920
Moneta Group Investment Advisors
Missouri
$676K +$283K +2,108 +74%
APWM
921
Argonautica Private Wealth Management
Massachusetts
$669K – – –
CBT
922
Central Bank & Trust
Kentucky
$667K -$57.4K -427 -8%
PWM
923
Power Wealth Management
Georgia
$667K +$285K +2,119 +77%
RCM
924
RB Capital Management
Nevada
$663K +$2.55K +19 +0.4%
EWM
925
Evermay Wealth Management
Virginia
$662K -$7.25K -54 -1%
35 36
37
38 39