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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
976
Meadow Creek Wealth Advisors
Georgia
$252K -$3.21K -30 -1%
WANY
977
Wealthspire Advisors (New York)
New York
$249K +$15.4K +144 +6%
SC
978
Shay Capital
New York
$249K +$283K +2,650 New
CBFP
979
Cedar Brook Financial Partners
Ohio
$248K +$2.67K +25 +1%
RPCONE
980
Retirement Planning Company of New England
Rhode Island
$248K +$15.5K +145 +6%
ITIM
981
Indiana Trust & Investment Management
Indiana
$247K – – –
PCM
982
Penserra Capital Management
California
$246K -$49.9M -466,410 -99%
1WA
983
180 Wealth Advisors
Washington
$246K -$34.3K -321 -11%
APP
984
Alpha Paradigm Partners
Illinois
$246K +$280K +2,615 New
BP
985
Ballentine Partners
Massachusetts
$245K +$7.7K +72 +3%
MA
986
Mutual Advisors
Nebraska
$245K +$9.19K +86 +3%
AFM
987
Andesa Financial Management
Pennsylvania
$243K -$30.4K -284 -10%
CIC
988
Crawford Investment Counsel
Georgia
$242K -$1.28K -12 -0.5%
CWA
989
Consilium Wealth Advisory
Texas
$242K – – –
DCM
990
Donaldson Capital Management
Indiana
$241K -$49.5K -463 -15%
FAM
991
Formidable Asset Management
Ohio
$241K – – –
FHA
992
Flagship Harbor Advisors
Massachusetts
$241K +$10.6K +99 +4%
PWS
993
Peterson Wealth Services
Utah
$241K +$30.5K +285 +13%
GL
994
Graypoint LLC
New York
$239K -$154K -1,445 -36%
GTCM
995
Gyon Technologies Capital Management
New Jersey
$239K -$94.7K -886 -26%
DAS
996
Dynamic Advisor Solutions
Arizona
$239K +$42K +393 +18%
NP
997
NorthRock Partners
Minnesota
$238K -$8.02K -75 -3%
AIA
998
Angeles Investment Advisors
California
$238K – – –
BOPW
999
Brandywine Oak Private Wealth
Pennsylvania
$238K – – –
NA
1000
Nottingham Advisors
New York
$236K – – –
38 39
40
41 42