We are live on ! Find out more
ICE icon

Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
926
Israel Discount Bank of New York
New York
$436K -$11.5K -100 -2%
VPI
927
Value Partners Investments
Manitoba, Canada
$436K +$58K +506 +15%
DWM
928
Dakota Wealth Management
Florida
$434K -$57.6K -503 -11%
V
929
VeraBank
Texas
$430K – – –
SC
930
Skylands Capital
Wisconsin
$429K – – –
MAWA
931
Moss Adams Wealth Advisors
Washington
$428K +$2.18K +19 +0.5%
FCI
932
Financial Counselors Inc
Kansas
$423K -$10.7K -93 -2%
Twin Tree Management
933
Twin Tree Management
Texas
$423K +$440K +3,843 New
MIM
934
MTM Investment Management
South Carolina
$423K +$58.4K +510 +15%
BP
935
Ballentine Partners
Massachusetts
$422K +$3.55K +31 +0.8%
Luther King Capital Management (LKCM)
936
Luther King Capital Management (LKCM)
Texas
$421K – – –
APM
937
Advanced Portfolio Management
New York
$420K +$437K +3,813 New
FCB
938
First County Bank
Connecticut
$419K +$11.5K +100 +3%
USB
939
Union Savings Bank
Connecticut
$419K – – –
SFCL
940
Strengthening Families & Communities LLC
Massachusetts
$419K +$71.7K +626 +20%
SBIA
941
Sheaff Brock Investment Advisors
Indiana
$416K -$4.58K -40 -1%
GT
942
Glenview Trust
Kentucky
$414K +$1.38K +12 +0.3%
IFG
943
Independent Financial Group
California
$414K -$48.3K -422 -10%
RMC
944
Resources Management Corp
Connecticut
$413K +$1.72K +15 +0.4%
FA
945
FDx Advisors
Illinois
$411K -$2.85M -24,865 -87%
AR
946
Apeiron RIA
Texas
$406K +$9.62K +84 +2%
EI
947
Ellevest Inc
New York
$400K +$30.5K +266 +8%
SVWAG
948
Sound View Wealth Advisors Group
Georgia
$398K +$12.7K +111 +3%
CIA
949
Compass Ion Advisors
Pennsylvania
$397K +$413K +3,608 New
ECM
950
Evergreen Capital Management
Washington
$393K -$1.72K -15 -0.4%