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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1001
Harvest Fund Management
China
$92K -$17.3K -167 -17%
AWA
1002
Arkadios Wealth Advisors
Georgia
$86K +$41.5K +400 +115%
CFD
1003
Creative Financial Designs
Indiana
$84K -$5.71K -55 -7%
IA
1004
Inspire Advisors
Idaho
$84K +$75.1K +724 New
GRP
1005
Global Retirement Partners
California
$82K -$3.01K -29 -4%
CI
1006
CX Institutional
Indiana
$82K +$26.2K +252 +55%
GWS
1007
Glassman Wealth Services
Virginia
$81K +$9.96K +96 +16%
MRCM
1008
M&R Capital Management
New Jersey
$80K – – –
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$78K -$3.42K -33 -5%
LB
1010
Legacy Bridge
Iowa
$77K – – –
FRA
1011
Front Row Advisors
California
$75K – – –
SFSIG
1012
San Francisco Sentry Investment Group
California
$74K -$9.86K -95 -13%
BAM
1013
Bellevue Asset Management
Washington
$73K – – –
SA
1014
SRH Advisors
Kansas
$73K – – –
CHC
1015
City Holding Co
West Virginia
$67K – – –
CFA
1016
Carroll Financial Associates
North Carolina
$63K – – –
ST
1017
Sageworth Trust
Pennsylvania
$63K +$57.1K +550 New
EIP
1018
Ellis Investment Partners
Pennsylvania
$62K +$104 +1 +0.2%
HGWM
1019
Harvest Group Wealth Management
Massachusetts
$61K +$8.41K +81 +18%
AW
1020
Avion Wealth
Texas
$61K +$54.6K +526 New
TFS
1021
TrustCore Financial Services
Tennessee
$60K -$6.95K -67 -11%
TFO
1022
Tarbox Family Office
California
$60K – – –
HFM
1023
Hartford Financial Management
Connecticut
$58K – – –
CTFG
1024
Capstone Triton Financial Group
Oklahoma
$58K +$52.1K +502 New
BWM
1025
Baystate Wealth Management
Massachusetts
$56K +$104 +1 +0.2%
39 40
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42 43