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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
926
Whittier Trust
California
$447K +$34.8K +263 +9%
MCWA
927
Meadow Creek Wealth Advisors
Georgia
$439K +$426K +3,213 New
SWM
928
Selective Wealth Management
Virginia
$438K – – –
RMC
929
Resources Management Corp
Connecticut
$437K +$132 +1 +0%
WFI
930
West Family Investments
California
$434K +$42.3K +319 +11%
4WM
931
44 Wealth Management
Oregon
$432K -$9.01K -68 -2%
MW
932
Marcum Wealth
Ohio
$431K -$12.1K -91 -3%
TWM
933
Thrive Wealth Management
Pennsylvania
$426K +$412K +3,111 New
WPW
934
Waldron Private Wealth
Pennsylvania
$424K +$30.2K +228 +8%
PFS
935
Prospera Financial Services
Texas
$422K -$18.8K -142 -4%
FHA
936
Flagship Harbor Advisors
Massachusetts
$418K -$2.91K -22 -0.7%
FP
937
Foundry Partners
Minnesota
$415K – – –
AIA
938
Angeles Investment Advisors
California
$415K +$14.7K +111 +4%
JF
939
JSF Financial
California
$414K +$29.7K +224 +8%
OPW
940
Oxler Private Wealth
New York
$411K +$927 +7 +0.2%
SIG
941
Stonegate Investment Group
Alabama
$411K +$398K +3,002 New
VST
942
Van Strum & Towne
California
$410K – – –
AWM
943
Altium Wealth Management
New York
$409K +$71.4K +539 +22%
AIM
944
Axiom Investment Management
New York
$406K +$2.52K +19 +0.6%
OHWP
945
Oak Harbor Wealth Partners
North Carolina
$405K +$393K +2,963 New
FIM
946
Freedom Investment Management
Connecticut
$404K -$23.3K -176 -6%
JAG
947
Journey Advisory Group
Kentucky
$404K +$25.7K +194 +7%
RP
948
Riverwater Partners
Wisconsin
$404K +$392K +2,957 New
AWE
949
Avidian Wealth Enterprises
Texas
$403K +$390K +2,946 New
EIP
950
Ellis Investment Partners
Pennsylvania
$398K +$397 +3 +0.1%
36 37
38
39 40