We are live on ! Find out more
ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1526
Westside Investment Management
California
$52.5K -$489 -3 -0.9%
CW
1527
CrossGen Wealth
North Carolina
$51.3K – – –
CFFP
1528
Center for Financial Planning
Michigan
$51.1K -$2.77K -17 -5%
SWM
1529
Spire Wealth Management
Virginia
$51K -$22.2K -136 -30%
VR
1530
Vision Retirement
New Jersey
$50.6K – – –
TFM
1531
TFC Financial Management
Massachusetts
$50.1K +$11.1K +68 +27%
TC
1532
Truvestments Capital
Florida
$49.4K – – –
DWP
1533
Destiny Wealth Partners
Florida
$48.8K +$50.6K +310 New
CT
1534
Clearstead Trust
Maine
$47.2K – – –
PWMA
1535
Pension & Wealth Management Advisors
Massachusetts
$47.1K – – –
NS
1536
NBC Securities
Alabama
$45K -$8.81K -54 -16%
MA
1537
MCF Advisors
Kentucky
$42.8K -$2.94K -18 -6%
CCM
1538
Chilton Capital Management
Texas
$42.8K +$14.4K +88 +48%
TLFA
1539
True Link Financial Advisors
California
$42.3K +$43.9K +269 New
CAM
1540
Close Asset Management
United Kingdom
$42K -$2.45K -15 -5%
CPG
1541
Cornerstone Planning Group
New Jersey
$42K +$11.1K +68 +33%
PPC
1542
Park Place Capital
Alabama
$41K -$653 -4 -2%
BTD
1543
BankPlus Trust Department
Mississippi
$39.9K – – –
IAS
1544
IMA Advisory Services
Colorado
$39.9K – – –
GCM
1545
Gables Capital Management
Florida
$39.3K – – –
HWP
1546
Highline Wealth Partners
California
$39K +$3.1K +19 +8%
AF
1547
Align Financial
Minnesota
$38.5K -$6.43M -39,435 -99%
KFAS
1548
Keating Financial Advisory Services
Kansas
$38.2K +$17.1K +105 +76%
CI
1549
Clal Insurance
Israel
$38K -$489 -3 -1%
CFD
1550
Creative Financial Designs
Indiana
$37.1K +$816 +5 +2%
60 61
62
63 64