We are live on ! Find out more
ICE icon

Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
Shelton Capital Management
1076
Shelton Capital Management
Colorado
$596K -$2.8M -17,120 -83%
PP
1077
PDS Planning
Ohio
$595K +$42.8K +261 +8%
AC
1078
Avestar Capital
New York
$593K +$58.8K +359 +12%
BFW
1079
Brady Family Wealth
Missouri
$588K +$492 +3 +0.1%
MWM
1080
Mindset Wealth Management
Indiana
$587K – – –
SRL
1081
Scientech Research LLC
New Jersey
$584K +$555K +3,386 New
ACL
1082
Applied Capital LLC
Florida
$576K -$13.1K -80 -2%
SMA
1083
Sage Mountain Advisors
Georgia
$574K +$175K +1,066 +47%
IIC
1084
Integrated Investment Consultants
Michigan
$569K +$8.19K +50 +2%
CSPIA
1085
Cary Street Partners Investment Advisory
Virginia
$569K +$269K +1,643 +99%
VWM
1086
Venturi Wealth Management
Texas
$568K +$2.29K +14 +0.4%
RCA
1087
Resonant Capital Advisors
Wisconsin
$566K +$48.7K +297 +10%
ALA
1088
Atlas Legacy Advisors
California
$564K +$492 +3 +0.1%
DTL
1089
Dynamic Technology Lab
Singapore
$564K +$98.3K +600 +22%
Northeast Financial Consultants
1090
Northeast Financial Consultants
Connecticut
$562K +$328 +2 +0.1%
TWM
1091
Thrive Wealth Management
Pennsylvania
$560K -$55.5K -339 -9%
EC
1092
Enhancing Capital
Pennsylvania
$554K +$7.37K +45 +1%
IWM
1093
Iams Wealth Management
Nebraska
$552K – – –
Wolverine Asset Management
1094
Wolverine Asset Management
Illinois
$551K – – –
IFWM
1095
Institute for Wealth Management
Colorado
$551K +$57.5K +351 +12%
Focus Partners Advisor Solutions
1096
Focus Partners Advisor Solutions
Missouri
$546K +$181K +1,102 +53%
AWA
1097
Aaron Wealth Advisors
Illinois
$545K +$64.2K +392 +14%
Old National Bancorp
1098
Old National Bancorp
Indiana
$545K -$61.6K -376 -11%
SFS
1099
Stiles Financial Services
Minnesota
$544K -$118K -721 -19%
BOH
1100
Bank of Hawaii
Hawaii
$544K -$25.6K -156 -5%