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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1026
Palladiem
Pennsylvania
$247K – – –
VC
1027
Veracity Capital
Georgia
$246K +$4.55K +42 +2%
DAS
1028
Dynamic Advisor Solutions
Arizona
$246K +$758 +7 +0.3%
BIA
1029
Benchmark Investment Advisors
Illinois
$246K -$117K -1,078 -33%
RCA
1030
Resonant Capital Advisors
Wisconsin
$243K +$5.31K +49 +2%
WCF
1031
West Coast Financial
California
$243K +$233K +2,150 New
IAA
1032
Ironsides Asset Advisors
North Carolina
$242K – – –
MSFS
1033
Main Street Financial Solutions
Pennsylvania
$242K – – –
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$242K -$4.66K -43 -2%
KCM
1035
KRS Capital Management
Michigan
$241K +$19.1K +176 +9%
DCM
1036
Donaldson Capital Management
Indiana
$241K +$4.76K +44 +2%
MC
1037
Middleton & Co
Massachusetts
$241K -$3.46K -32 -1%
UF
1038
Univest Financial
Pennsylvania
$240K +$7.15K +66 +3%
BWM
1039
Baron Wealth Management
Michigan
$238K -$7.25K -67 -3%
CPIG
1040
Chicago Partners Investment Group
Illinois
$237K -$21.8K -201 -9%
YMRC
1041
Yorktown Management & Research Company
Virginia
$237K – – –
BBP
1042
Banco BTG Pactual
Brazil
$236K +$226K +2,086 New
LA
1043
Lifeworks Advisors
Michigan
$232K – – –
WCWM
1044
Willow Creek Wealth Management
California
$232K +$650 +6 +0.3%
MG
1045
Mather Group
Illinois
$232K +$222K +2,049 New
IIC
1046
Integrated Investment Consultants
Michigan
$231K +$222K +2,047 New
SC
1047
Scotia Capital
Ontario, Canada
$231K -$24.4K -225 -10%
TCWA
1048
Ten Capital Wealth Advisors
Washington
$230K +$23.5K +217 +12%
OW
1049
Olistico Wealth
Oklahoma
$229K – – –
HSA
1050
HBK Sorce Advisory
Pennsylvania
$228K +$219K +2,019 New
40 41
42
43 44