ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
926
Integrated Wealth Concepts
Massachusetts
$350K +$19.4K +186 +6%
WPC
927
Wedmont Private Capital
Pennsylvania
$350K -$12.2K -117 -3%
BC
928
Bartlett & Co
Ohio
$349K -$7.81K -75 -2%
BCWM
929
Bartlett & Co Wealth Management
Ohio
$349K -$7.81K -75 -2%
CAMG
930
CWA Asset Management Group
Florida
$347K -$4.17K -40 -1%
NFC
931
Northeast Financial Consultants
Connecticut
$347K -$5.42K -52 -2%
VPI
932
Value Partners Investments
Manitoba, Canada
$347K +$3.54K +34 +1%
MIS
933
Morningstar Investment Services
Illinois
$345K +$30.6K +294 +10%
MIM
934
MTM Investment Management
South Carolina
$345K +$35K +336 +11%
FMLI
935
Fukoku Mutual Life Insurance
Japan
$343K – – –
ABC
936
Associated Banc-Corp
Wisconsin
$343K -$2.29K -22 -0.7%
LSA
937
Lion Street Advisors
Texas
$339K +$129K +1,236 +61%
BIA
938
Benchmark Investment Advisors
Illinois
$339K -$193K -1,851 -36%
WAM
939
Wolverine Asset Management
Illinois
$333K +$13.1K +126 +4%
EWA
940
EverSource Wealth Advisors
Alabama
$333K -$20.1K -193 -6%
IAP
941
Indie Asset Partners
Indiana
$332K -$88.1K -846 -21%
4WM
942
44 Wealth Management
Oregon
$332K +$331K +3,180 New
PWP
943
Phillips Wealth Planners
Mississippi
$329K +$45K +432 +17%
GFP
944
Gryphon Financial Partners
Ohio
$327K -$9.69K -93 -3%
OIA
945
OneDigital Investment Advisors
Kansas
$327K -$233K -2,235 -42%
HI
946
Horizon Investments
North Carolina
$327K -$255K -2,446 -44%
CWM
947
Calamos Wealth Management
Illinois
$321K -$13.1K -126 -4%
USCWA
948
U.S. Capital Wealth Advisors
Texas
$319K +$28.1K +270 +10%
PVI
949
Pine Valley Investments
New Jersey
$319K +$313K +3,003 New
VST
950
Van Strum & Towne
California
$313K – – –
36 37
38
39 40