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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
901
Petros Family Wealth
Minnesota
$977K +$44.5K +284 +5%
CWS
902
Confluence Wealth Services
Pennsylvania
$977K -$30.4K -194 -3%
FIM
903
Fruth Investment Management
Texas
$971K – – –
AWMT
904
AAFMAA Wealth Management & Trust
North Carolina
$970K -$56.7K -362 -6%
FFM
905
Forum Financial Management
Illinois
$967K -$5.48K -35 -0.6%
TPW
906
Transatlantique Private Wealth
New York
$965K -$27.7K -177 -3%
NDBT
907
North Dallas Bank & Trust
Texas
$965K +$933K +5,957 New
PA
908
Profund Advisors
Maryland
$961K -$305K -1,947 -25%
RAM
909
Ramirez Asset Management
New York
$958K – – –
AF
910
Advisornet Financial
Minnesota
$958K -$224K -1,431 -19%
WS
911
Wedbush Securities
California
$941K +$302K +1,928 +50%
SPFA
912
Summit Place Financial Advisors
New Jersey
$936K – – –
PAM
913
Paradigm Asset Management
New York
$936K -$62.6K -400 -6%
CAMG
914
CWA Asset Management Group
Florida
$926K -$36.6K -234 -4%
AFW
915
Avantra Family Wealth
Pennsylvania
$925K +$50.6K +323 +6%
JC
916
JM2 Capital
Oklahoma
$925K +$894K +5,710 New
AFG
917
Atomi Financial Group
New York
$924K +$42.6K +272 +5%
V
918
VeraBank
Texas
$923K – – –
BCP
919
Berkeley Capital Partners
Georgia
$920K +$470 +3 +0.1%
JFGIW
920
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$909K -$741K -4,734 -46%
AF
921
Allworth Financial
California
$908K +$121K +775 +16%
SFCL
922
Strengthening Families & Communities LLC
Massachusetts
$902K -$42.9K -274 -5%
SPF
923
South Plains Financial
Texas
$902K +$60K +383 +7%
DA
924
Doliver Advisors
Texas
$897K -$7.36K -47 -0.8%
AA
925
Advisory Advocates
Michigan
$884K +$854K +5,456 New
35 36
37
38 39