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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
926
Confluence Wealth Services
Pennsylvania
$974K +$20.6K +126 +2%
CWG
927
C WorldWide Group
Denmark
$973K – – –
BCP
928
Berkeley Capital Partners
Georgia
$973K +$10.2K +62 +1%
OTL
929
Oak Thistle LLC
New York
$972K +$924K +5,637 New
CPW
930
Cove Private Wealth
New York
$970K – – –
CAMG
931
CWA Asset Management Group
Florida
$970K +$31.6K +193 +4%
V
932
VeraBank
Texas
$967K +$295K +1,800 +47%
SPF
933
South Plains Financial
Texas
$964K -$11.5K -70 -1%
BFM
934
Boothbay Fund Management
New York
$964K +$916K +5,588 New
TA
935
TCM Advisors
West Virginia
$958K – – –
GWP
936
Gen-Wealth Partners
Michigan
$955K +$87.8K +536 +11%
SFS
937
Sowell Financial Services
Arkansas
$949K +$901K +5,501 New
PI
938
PFG Investments
New York
$947K -$3.11K -19 -0.3%
FNBOH
939
First National Bank of Hutchinson
Kansas
$940K +$311K +1,900 +54%
SIG
940
Sargent Investment Group
Maryland
$931K -$4.26K -26 -0.5%
FRA
941
Frank Rimerman Advisors
California
$929K -$124K -758 -12%
TPW
942
Transatlantique Private Wealth
New York
$921K +$37.8K +231 +5%
PIA
943
Perennial Investment Advisors
California
$921K +$4.92K +30 +0.6%
WCM
944
Weaver Capital Management
Georgia
$920K +$8.85K +54 +1%
BFA
945
Buttonwood Financial Advisors
Maryland
$919K -$86.5K -528 -9%
AFW
946
Avantra Family Wealth
Pennsylvania
$919K +$101K +618 +13%
RMC
947
Resources Management Corp
Connecticut
$918K +$28K +171 +3%
FHA
948
Flagship Harbor Advisors
Massachusetts
$915K -$36.9K -225 -4%
PDL
949
Portfolio Design Labs
California
$913K -$295K -1,799 -25%
BIG
950
Brooklyn Investment Group
New York
$911K +$343K +2,093 +66%
36 37
38
39 40