ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
1201
Values Added Financial
District of Columbia
$231K +$1.06K +8 +0.5%
NSIM
1202
North Star Investment Management
Illinois
$230K -$398 -3 -0.2%
SPA
1203
Sherbrooke Park Advisers
New York
$229K +$221K +1,666 New
BP
1204
BNP Paribas
France
$228K +$221K +1,662 New
CB
1205
Cadence Bank
Mississippi
$228K -$15.4K -116 -7%
OC
1206
Oarsman Capital
Wisconsin
$228K +$220K +1,660 New
FIM
1207
Freedom Investment Management
Connecticut
$228K -$68K -512 -24%
GWANC
1208
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K -$15.8K -119 -7%
WI
1209
WrapManager Inc
California
$225K -$16.5K -124 -7%
WFA
1210
Wellspring Financial Advisors
Ohio
$225K +$133 +1 +0.1%
WMA
1211
West Michigan Advisors
Michigan
$225K +$930 +7 +0.4%
NCFG
1212
New Century Financial Group
New Jersey
$223K +$215K +1,621 New
CWA
1213
CM Wealth Advisors
Ohio
$223K – – –
FNT
1214
First National Trust
Pennsylvania
$223K -$15.4K -116 -7%
CCG
1215
Catalina Capital Group
California
$222K +$215K +1,617 New
FAT
1216
First American Trust
California
$222K +$215K +1,616 New
A
1217
Allianz
Germany
$221K +$214K +1,610 New
FFP
1218
FourThought Financial Partners
Florida
$218K -$25K -188 -11%
TF
1219
Trek Financial
Arizona
$217K +$210K +1,581 New
OWP
1220
Obermeyer Wealth Partners
Colorado
$217K +$210K +1,579 New
NHT
1221
New Hampshire Trust
New Hampshire
$216K – – –
DWM
1222
Drive Wealth Management
Utah
$215K -$1.73K -13 -0.8%
PAG
1223
Paladin Advisory Group
Iowa
$214K – – –
PPP
1224
Private Portfolio Partners
New Jersey
$214K +$206K +1,554 New
CCA
1225
Childress Capital Advisors
Texas
$213K -$38.5K -290 -16%
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