We are live on ! Find out more
ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1351
Aprio Wealth Management
Georgia
$237K +$251K +1,587 New
ACM
1352
Advisors Capital Management
New Jersey
$236K -$147K -925 -37%
SWA
1353
Sax Wealth Advisors
New Jersey
$235K +$7.6K +48 +3%
IWM
1354
IHT Wealth Management
Illinois
$234K -$77.6K -490 -24%
NHT
1355
New Hampshire Trust
New Hampshire
$234K -$14.3K -90 -5%
LAM
1356
Longboard Asset Management
Arizona
$233K +$247K +1,561 New
GI
1357
GAMCO Investors
Connecticut
$232K +$29.9K +189 +14%
PPP
1358
Private Portfolio Partners
New Jersey
$232K – – –
TL
1359
Tradewinds LLC
North Carolina
$231K +$221K +1,394 New
ANB
1360
Amarillo National Bank
Texas
$231K – – –
PWP
1361
Perfromance Wealth Partners
Illinois
$231K -$3.8K -24 -2%
PFM
1362
Phillips Financial Management
Indiana
$230K +$792 +5 +0.3%
CFGW
1363
Chancellor Financial Group WB
Pennsylvania
$228K +$243K +1,532 New
PFA
1364
Pathway Financial Advisors
Vermont
$228K -$2.85K -18 -1%
YWM
1365
Yoder Wealth Management
California
$228K -$158 -1 -0.1%
SIMG
1366
Sonora Investment Management Group
Arizona
$227K +$9.5K +60 +4%
OL
1367
OneFund LLC
Florida
$227K +$2.06K +13 +0.9%
BI
1368
Bolthouse Investments
California
$226K +$241K +1,520 New
PFBT
1369
Parkside Financial Bank & Trust
Missouri
$226K +$36.9K +233 +18%
CAM
1370
Cidel Asset Management
Ontario, Canada
$225K -$19.5K -123 -8%
VCA
1371
Verdence Capital Advisors
Maryland
$225K -$4.12K -26 -2%
CCA
1372
Childress Capital Advisors
Texas
$225K +$4.59K +29 +2%
SIA
1373
Soltis Investment Advisors
Utah
$225K +$9.19K +58 +4%
CIA
1374
Capital Investment Advisors
Georgia
$224K +$17.7K +112 +8%
C
1375
Certuity
Florida
$224K +$238K +1,502 New
53 54
55
56 57