ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1101
Great Lakes Retirement
Ohio
$317K -$7.04K -53 -2%
GWP
1102
Gen-Wealth Partners
Michigan
$315K +$305K +2,295 New
WWM
1103
Western Wealth Management
Colorado
$314K -$1.04M -7,840 -77%
WOC
1104
West Oak Capital
California
$313K – – –
QWM
1105
Quadcap Wealth Management
Texas
$313K -$7.04K -53 -2%
EA
1106
Everpar Advisors
Oklahoma
$312K -$54.7K -412 -15%
AFG
1107
Atomi Financial Group
New York
$312K +$80.9K +609 +37%
DIA
1108
Dana Investment Advisors
Wisconsin
$312K +$11.4K +86 +4%
VC
1109
Veracity Capital
Georgia
$312K +$531 +4 +0.2%
BPFA
1110
Barnes Pettey Financial Advisors
Mississippi
$311K – – –
EB
1111
Eastern Bank
Massachusetts
$306K -$17.1K -129 -5%
PWMAG
1112
Pinnacle Wealth Management Advisory Group
New Jersey
$305K -$3.85K -29 -1%
FTWA
1113
Fifth Third Wealth Advisors
Ohio
$305K +$12.4K +93 +4%
WCWM
1114
Willow Creek Wealth Management
California
$305K +$266 +2 +0.1%
OIA
1115
OneDigital Investment Advisors
Kansas
$302K +$32.4K +244 +12%
IIC
1116
Integrated Investment Consultants
Michigan
$302K – – –
LA
1117
LVW Advisors
New York
$300K +$18.7K +141 +7%
ECM
1118
Elgethun Capital Management
South Dakota
$300K – – –
SEA
1119
Stegent Equity Advisors
Texas
$300K +$290K +2,180 New
USB
1120
Union Savings Bank
Connecticut
$299K -$172K -1,297 -37%
GIA
1121
Gladstone Institutional Advisory
Florida
$297K -$54.3K -409 -16%
GRP
1122
Global Retirement Partners
California
$295K +$9.3K +70 +3%
AWA
1123
Aaron Wealth Advisors
Illinois
$295K +$9.3K +70 +3%
MSFS
1124
Main Street Financial Solutions
Pennsylvania
$294K +$2.13K +16 +0.8%
MC
1125
Middleton & Co
Massachusetts
$292K – – –
43 44
45
46 47