We are live on ! Find out more
ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1551
Kerr Financial Planning
California
$9.85K – – –
MSWM
1552
Mowery & Schoenfeld Wealth Management
Illinois
$9.6K – – –
DF
1553
Dunhill Financial
United Kingdom
$9.29K +$1.8K +12 +19%
MP
1554
McDonald Partners
Ohio
$9.23K +$11.3K +75 New
KG
1555
Kilter Group
New York
$9.11K +$300 +2 +3%
DRP
1556
Decker Retirement Planning
Utah
$8.99K – – –
DWA
1557
Delos Wealth Advisors
Texas
$8.62K -$9.3K -62 -47%
HWA
1558
Heritage Wealth Advisors
Virginia
$8.37K – – –
CFM
1559
Compass Financial Management
Florida
$7.88K +$9.6K +64 New
CW
1560
CrossGen Wealth
North Carolina
$7.51K -$39.8K -265 -81%
CFSG
1561
Community Financial Services Group
Vermont
$7.35K +$8.7K +58 New
OAG
1562
Oakmont Advisory Group
New Mexico
$7.15K +$8.7K +58 New
AW
1563
Avion Wealth
Texas
$7K -$1.65K -11 -15%
CCMI
1564
Creative Capital Management Investments
California
$6.89K +$8.4K +56 New
BC
1565
Barrett & Company
Rhode Island
$6.77K – – –
GG
1566
Gleason Group
Kentucky
$6.77K +$8.25K +55 New
ADL
1567
Asset Dedication LLC
California
$6.53K +$4.95K +33 +165%
B
1568
Bayban
Minnesota
$6.4K – – –
FPF
1569
First Pacific Financial
Washington
$6.24K -$150 -1 -2%
HNB
1570
Hilltop National Bank
Wyoming
$6.16K -$15.2K -101 -67%
BHWM
1571
Bay Harbor Wealth Management
Maryland
$6.16K +$900 +6 +14%
CA
1572
Crewe Advisors
Utah
$6.03K +$6K +40 +444%
BWM
1573
Benson Wealth Management
Tennessee
$5.91K – – –
HI
1574
Hoey Investments
Pennsylvania
$5.79K +$450 +3 +7%
PWMA
1575
Pension & Wealth Management Advisors
Massachusetts
$5.73K -$38K -253 -85%
61 62
63
64 65