ICE icon

Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
1351
Money Concepts Capital
Florida
$251K +$260K +1,593 New
PWMG
1352
Prestige Wealth Management Group
New Jersey
$250K -$4.73K -29 -2%
AOWM
1353
Asset One Wealth Management
Washington
$248K +$255K +1,563 New
OL
1354
OneFund LLC
Florida
$248K -$14.7K -90 -5%
CWMK
1355
Caliber Wealth Management (Kansas)
Kansas
$248K +$22.2K +136 +9%
OPWM
1356
Oregon Pacific Wealth Management
Oregon
$247K +$256K +1,571 New
HTWM
1357
Hartmann Taylor Wealth Management
Texas
$247K -$489 -3 -0.2%
MFA
1358
Mayflower Financial Advisors
Massachusetts
$247K +$256K +1,570 New
PFM
1359
Patton Fund Management
Texas
$247K +$22.7K +139 +10%
CP
1360
Clarendon Private
Massachusetts
$246K +$256K +1,567 New
CNTOF
1361
Canandaigua National Trust of Florida
New York
$246K – – –
FNT
1362
First National Trust
Pennsylvania
$246K +$11.1K +68 +5%
PWG
1363
Portside Wealth Group
Utah
$246K +$255K +1,564 New
PCS
1364
Personal CFO Solutions
New Jersey
$243K +$31K +190 +14%
SL
1365
Sentinus LLC
Illinois
$242K +$251K +1,541 New
PFM
1366
Phillips Financial Management
Indiana
$242K +$3.43K +21 +1%
VAF
1367
Values Added Financial
District of Columbia
$242K +$3.75K +23 +2%
BTI
1368
Blue Trust Inc
Georgia
$241K -$48.1K -295 -16%
MAG
1369
M3 Advisory Group
Massachusetts
$241K -$816 -5 -0.3%
CFS
1370
Commonwealth Financial Services
West Virginia
$240K -$23.8K -146 -9%
LNB
1371
Ledyard National Bank
$240K -$979 -6 -0.4%
BI
1372
Bolthouse Investments
California
$239K – – –
AP
1373
Arlington Partners
Alabama
$238K +$247K +1,515 New
P
1374
Palladiem
Pennsylvania
$237K +$326 +2 +0.1%
FNT
1375
First Nebraska Trust
Nebraska
$236K – – –