We are live on ! Find out more
ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Meridian Wealth Management
Kentucky
$718K -$7.9K -46 -1%
TCWA
1027
Turtle Creek Wealth Advisors
Texas
$717K +$671K +3,906 New
ANTB
1028
AMG National Trust Bank
Colorado
$715K – – –
ICP
1029
Interchange Capital Partners
Pennsylvania
$714K +$6.36K +37 +1%
IRC
1030
Investors Research Corp
Georgia
$711K – – –
CIA
1031
Choate Investment Advisors
Massachusetts
$708K -$20.3K -118 -3%
JSW
1032
Journey Strategic Wealth
New Jersey
$708K +$373K +2,173 +129%
CT
1033
Caldwell Trust
Florida
$707K -$7.04K -41 -1%
GIM
1034
Generali Investments Management
Slovenia
$706K -$375K -2,184 -36%
RL
1035
Retireful LLC
Michigan
$698K +$138K +805 +27%
PIA
1036
Perennial Investment Advisors
California
$694K -$267K -1,553 -29%
FA
1037
Fedenia Advisers
Wisconsin
$693K +$17.9K +104 +3%
WB
1038
WesBanco Bank
West Virginia
$683K +$339K +1,974 +113%
PP
1039
PDS Planning
Ohio
$683K +$47.4K +276 +8%
FFM
1040
Fullerton Fund Management
Singapore
$680K – – –
RCA
1041
Resonant Capital Advisors
Wisconsin
$679K +$72.9K +424 +13%
TWA
1042
Tandem Wealth Advisors
Arizona
$678K -$39K -227 -6%
TCM
1043
Teza Capital Management
Illinois
$676K -$549K -3,196 -46%
CBT
1044
Central Bank & Trust
Kentucky
$676K -$4.12K -24 -0.6%
FPAS
1045
Focus Partners Advisor Solutions
Missouri
$675K +$88.8K +517 +16%
CAL
1046
Capital Advisors Ltd
Ohio
$673K +$1.2K +7 +0.2%
UFF
1047
USA Financial Formulas
Michigan
$668K +$625K +3,640 New
GRP
1048
Global Retirement Partners
California
$668K +$625K +3,639 New
NA
1049
Navellier & Associates
Nevada
$667K – – –
HA
1050
Herold Advisors
New York
$666K -$282K -1,640 -31%
40 41
42
43 44