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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
1026
Bank of Nova Scotia Trust
Ontario, Canada
$236K -$3.19K -32 -1%
JCM
1027
Jacobi Capital Management
Pennsylvania
$236K -$12.7K -128 -5%
BPFA
1028
Barnes Pettey Financial Advisors
Mississippi
$236K +$229K +2,296 New
WA
1029
Wealth Alliance
New York
$235K +$5.28K +53 +2%
MW
1030
Marcum Wealth
Ohio
$233K -$32.8K -329 -13%
SFCL
1031
Strengthening Families & Communities LLC
Massachusetts
$232K +$9.46K +95 +4%
SPC
1032
Sigma Planning Corp
Michigan
$231K +$225K +2,256 New
IA
1033
Inspire Advisors
Idaho
$230K +$223K +2,240 New
MA
1034
Mutual Advisors
Nebraska
$230K -$116K -1,166 -34%
WPW
1035
Waldron Private Wealth
Pennsylvania
$228K – – –
ECM
1036
Elgethun Capital Management
South Dakota
$225K – – –
LPP
1037
Long Path Partners
Connecticut
$224K +$217K +2,183 New
1SB
1038
1ST Source Bank
Indiana
$224K +$217K +2,182 New
P
1039
Palladiem
Pennsylvania
$224K +$217K +2,181 New
ATPW
1040
Ashton Thomas Private Wealth
Arizona
$223K +$216K +2,173 New
CWS
1041
Confluence Wealth Services
Pennsylvania
$223K +$216K +2,170 New
ORAM
1042
One River Asset Management
Connecticut
$222K +$215K +2,156 New
IAIM
1043
International Assets Investment Management
Florida
$222K +$216K +2,165 New
MC
1044
Middleton & Co
Massachusetts
$222K +$215K +2,160 New
BWM
1045
Baron Wealth Management
Michigan
$221K +$215K +2,158 New
TWP
1046
TFO Wealth Partners
Ohio
$221K +$782K +7,857 New
IAA
1047
Ironsides Asset Advisors
North Carolina
$220K +$213K +2,141 New
VC
1048
Veracity Capital
Georgia
$219K +$212K +2,133 New
SWM
1049
Selective Wealth Management
Virginia
$219K -$39.8K -400 -17%
RWA
1050
Redmont Wealth Advisors
Illinois
$219K +$212K +2,132 New
40 41
42
43 44