We are live on ! Find out more
ICE icon

Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
MDA
1701
Minot DeBlois Advisors
Massachusetts
$1.38K – – –
WPA
1702
Wealth Preservation Advisors
Tennessee
$1.38K +$1.31K +8 New
TCM
1703
TD Capital Management
Tennessee
$1.22K – – –
LWANC
1704
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21K – – –
BCM
1705
Blume Capital Management
California
$1.21K +$1.15K +7 New
BMC
1706
Bear Mountain Capital
Washington
$1.18K +$1.15K +7 New
ADL
1707
Asset Dedication LLC
California
$1.03K – – –
PWM
1708
Parkworth Wealth Management
California
$1.03K – – –
WTFG
1709
Wood Tarver Financial Group
Idaho
$1.03K – – –
ACA
1710
American Capital Advisory
Idaho
$1.03K +$983 +6 New
BG
1711
Bollard Group
Massachusetts
$1K – – –
LCM
1712
Logan Capital Management
Pennsylvania
$863 – – –
SFGP
1713
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$863 +$819 +5 New
CAM
1714
Chesapeake Asset Management
New York
$862 – – –
FGAM
1715
Financial Gravity Asset Management
Texas
$690 +$655 +4 New
CTWM
1716
Cherry Tree Wealth Management
Minnesota
$518 – – –
CWP
1717
Concord Wealth Partners
Virginia
$345 – – –
BGWM
1718
Bridge Generations Wealth Management
Florida
$345 +$328 +2 New
HHGA
1719
Halbert Hargrove Global Advisors
California
$345 +$328 +2 New
HIA
1720
HFM Investment Advisors
New Jersey
$345 +$328 +2 New
CAWM
1721
Capital A Wealth Management
Pennsylvania
$173 -$983 -6 -86%
Castle Hook Partners
1722
Castle Hook Partners
New York
– -$29.9M -200,843 Closed
Zurich Insurance Group
1723
Zurich Insurance Group
Switzerland
– -$29.8M -200,231 Closed
LOM
1724
LTS One Management
New York
– -$22.4M -150,000 Closed
GIG
1725
Goodnow Investment Group
Connecticut
– -$15.5M -103,870 Closed