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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
PA
726
Paragon Advisors
Texas
$976K -$548K -5,065 -37%
Point72 Asset Management
727
Point72 Asset Management
Connecticut
$975K +$933K +8,620 New
BFM
728
Boston Financial Management
Massachusetts
$970K +$565K +5,220 +155%
TSWM
729
Triangle Securities Wealth Management
North Carolina
$969K -$6.39K -59 -0.7%
CCFP
730
Charles Carroll Financial Partners
Massachusetts
$968K
BAM
731
Belpointe Asset Management
Nevada
$952K -$383K -3,535 -30%
OIA
732
Optimum Investment Advisors
Illinois
$950K -$13.4K -124 -1%
ACP
733
Arcus Capital Partners
Georgia
$948K
XT
734
XTX Topco
Cayman Islands
$941K +$901K +8,325 New
AWM
735
Apollon Wealth Management
South Carolina
$939K +$78.5K +725 +10%
PAI
736
Pittenger & Anderson Inc
Nebraska
$938K
PG
737
Proffitt & Goodson
Tennessee
$923K +$9.75K +90 +1%
DEA
738
DoubleLine ETF Adviser
Florida
$923K +$199K +1,835 +29%
AP
739
Advisors Preferred
Maryland
$917K +$880K +8,124 New
IA
740
IFP Advisors
Florida
$917K -$60.7K -561 -6%
S
741
SignatureFD
Georgia
$914K +$74.8K +691 +9%
LBWM
742
Left Brain Wealth Management
Illinois
$913K -$51.2K -473 -6%
CCA
743
Checchi Capital Advisers
California
$909K +$236K +2,175 +37%
CASB
744
Cape Ann Savings Bank
Massachusetts
$907K +$54.7K +505 +7%
CT
745
Chicago Trust
Illinois
$904K +$47.6K +440 +6%
ASN
746
Advisory Services Network
Georgia
$901K +$92.2K +851 +12%
BTI
747
Blue Trust Inc
Georgia
$885K -$348K -3,218 -27%
CBT
748
Central Bank & Trust
Kentucky
$867K -$10.8K -100 -1%
IAA
749
Independent Advisor Alliance
North Carolina
$858K +$20.1K +186 +3%
MWC
750
MBM Wealth Consultants
Missouri
$856K +$137K +1,263 +21%