ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1401
Oak Harbor Wealth Partners
North Carolina
$219K -$45K -276 -17%
CF
1402
Claris Financial
Virginia
$217K +$7.34K +45 +3%
BF
1403
Brooklyn FI
New York
$216K -$15.5K -95 -6%
FFP
1404
FourThought Financial Partners
Florida
$215K +$3.92K +24 +2%
ABWM
1405
Alpine Bank Wealth Management
Colorado
$214K +$222K +1,360 New
ZBNA
1406
Zions Bancorporation, National Association
Utah
$213K -$137K -840 -38%
MFG
1407
Magnus Financial Group
New York
$212K -$2.28K -14 -1%
CWS
1408
Cypress Wealth Services
California
$212K +$220K +1,346 New
SCM
1409
SCS Capital Management
Massachusetts
$209K -$85K -521 -28%
HW
1410
Hancock Whitney
Mississippi
$209K +$13.9K +85 +7%
HFP
1411
Holistic Financial Partners
Indiana
$209K +$6.69K +41 +3%
BFA
1412
Bragg Financial Advisors
North Carolina
$208K +$216K +1,324 New
ESB
1413
Essex Savings Bank
Connecticut
$208K -$34.4K -211 -14%
IAA
1414
Ironsides Asset Advisors
North Carolina
$207K -$3.26K -20 -1%
IWM
1415
IHT Wealth Management
Illinois
$207K -$9.79K -60 -4%
PFWA
1416
Paces Ferry Wealth Advisors
Georgia
$206K -$653 -4 -0.3%
OWP
1417
ORG Wealth Partners
Texas
$206K +$52.7K +323 +33%
APP
1418
Avantax Planning Partners
Iowa
$204K +$212K +1,299 New
CHAM
1419
Clear Harbor Asset Management
Connecticut
$203K -$50.6K -310 -19%
AWP
1420
Atlas Wealth Partners
Pennsylvania
$203K – – –
CFM
1421
Catalyst Funds Management
Australia
$203K -$1.79K -11 -0.8%
XWL
1422
XXI Wealth LLC
Illinois
$203K +$210K +1,289 New
AWM
1423
Atticus Wealth Management
Florida
$202K -$39.5K -242 -16%
TWPM
1424
Total Wealth Planning & Management
Florida
$201K +$1.79K +11 +0.9%
DAS
1425
Diversify Advisory Services
Utah
$201K -$399K -2,449 -66%
55 56
57
58 59