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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
Power Wealth Management
Georgia
$873K +$86.5K +561 +12%
SFCL
927
Strengthening Families & Communities LLC
Massachusetts
$871K +$59.8K +388 +8%
WIM
928
Waverton Investment Management
United Kingdom
$868K – – –
UIA
929
Ulland Investment Advisors
Minnesota
$866K -$98.4K -638 -11%
CAMG
930
CWA Asset Management Group
Florida
$859K +$825K +5,349 New
TC
931
TwinBeech Capital
New York
$855K +$820K +5,321 New
WWP
932
WR Wealth Planners
Missouri
$845K +$22.4K +145 +3%
CFA
933
Capstone Financial Advisors
Illinois
$835K -$4.47K -29 -0.6%
SOS
934
Silver Oak Securities
Tennessee
$829K +$808K +5,237 New
IVP
935
Intrinsic Value Partners
Arizona
$826K -$5.86K -38 -0.7%
EFG
936
Embree Financial Group
Illinois
$824K – – –
MG
937
Markel Group
Virginia
$822K – – –
FF
938
Friedenthal Financial
New Jersey
$822K +$789K +5,119 New
PIA
939
Perennial Investment Advisors
California
$822K +$1.23K +8 +0.2%
BTI
940
Blue Trust Inc
Georgia
$822K +$127K +824 +16%
TPW
941
Transatlantique Private Wealth
New York
$821K -$296K -1,919 -27%
DWA
942
Douglass Winthrop Advisors
New York
$820K – – –
BRWA
943
B. Riley Wealth Advisors
Florida
$819K +$3.39K +22 +0.4%
SF
944
Summit Financial
New Jersey
$816K -$16.2K -105 -2%
RP
945
Riverwater Partners
Wisconsin
$816K -$8.48K -55 -1%
NA
946
Navellier & Associates
Nevada
$808K – – –
MWM
947
Moran Wealth Management
Florida
$808K +$5.71K +37 +0.7%
UFF
948
USA Financial Formulas
Michigan
$806K +$774K +5,020 New
RAM
949
Ramirez Asset Management
New York
$806K – – –
OHWP
950
Oak Harbor Wealth Partners
North Carolina
$805K -$27.9K -181 -3%
36 37
38
39 40