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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1001
Cambria Investment Management
California
$561K +$333K +2,221 +95%
CCA
1002
Checchi Capital Advisers
California
$555K -$76.1K -507 -10%
BCM
1003
Brookstone Capital Management
Illinois
$553K +$304K +2,027 +82%
BCM
1004
Becker Capital Management
Oregon
$549K +$750 +5 +0.1%
OFG
1005
Oxford Financial Group
Indiana
$543K -$3.9K -26 -0.6%
AFG
1006
Atomi Financial Group
New York
$541K -$398K -2,651 -38%
DA
1007
Doliver Advisors
Texas
$538K -$113K -756 -15%
FHA
1008
Flagship Harbor Advisors
Massachusetts
$537K +$11.3K +75 +2%
DWM
1009
Diversify Wealth Management
Utah
$532K +$27.6K +184 +5%
DAS
1010
Diversify Advisory Services
Utah
$532K +$344K +2,295 +179%
RWB
1011
RMR Wealth Builders
New Jersey
$532K +$1.95K +13 +0.3%
AFCM
1012
Applied Finance Capital Management
Puerto Rico
$526K -$205K -1,368 -24%
ACL
1013
Applied Capital LLC
Florida
$521K +$150K +997 +31%
PDL
1014
Portfolio Design Labs
California
$521K -$30.2K -201 -5%
BFA
1015
Beaumont Financial Advisors
Massachusetts
$517K -$38.3K -255 -6%
SAM
1016
Sompo Asset Management
Japan
$513K +$15K +100 +2%
PPWP
1017
Premier Path Wealth Partners
New Jersey
$512K -$169K -1,129 -21%
BLC
1018
Blue Line Capital
Illinois
$510K +$46.7K +311 +8%
Bank Julius Baer & Co
1019
Bank Julius Baer & Co
Switzerland
$508K -$40.8K -272 -6%
SG
1020
StoneX Group
New York
$507K +$63.6K +424 +11%
HC
1021
Hara Capital
Washington
$500K – – –
AWE
1022
Avidian Wealth Enterprises
Texas
$498K +$3K +20 +0.5%
LAM
1023
Lountzis Asset Management
Pennsylvania
$494K – – –
RPC
1024
Rossmore Private Capital
Connecticut
$494K -$6.75K -45 -1%
MWP
1025
Meriwether Wealth & Planning
Louisiana
$494K +$602K +4,012 New