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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1026
Peak Asset Management
Colorado
$409K +$3.06K +23 +0.8%
MYIA
1027
Mount Yale Investment Advisors
Colorado
$407K -$63.9K -481 -14%
PWS
1028
Peterson Wealth Services
Utah
$407K -$664 -5 -0.2%
SC
1029
Solstein Capital
California
$405K – – –
FCG
1030
Fielder Capital Group
Tennessee
$404K +$6.38K +48 +2%
SWMP
1031
Signature Wealth Management Partners
New Jersey
$404K – – –
WKWM
1032
Walter & Keenan Wealth Management
Indiana
$403K – – –
WCF
1033
West Coast Financial
California
$399K +$86.6K +652 +29%
BIG
1034
Brooklyn Investment Group
New York
$398K +$3.72K +28 +1%
SIG
1035
Stonegate Investment Group
Alabama
$397K +$72.4K +545 +23%
UF
1036
Univest Financial
Pennsylvania
$394K +$84.2K +634 +28%
PTC
1037
Private Trust Company
Ohio
$393K -$3.45K -26 -0.9%
MGIA
1038
Moneta Group Investment Advisors
Missouri
$389K -$37.1K -279 -9%
WANY
1039
Wealthspire Advisors (New York)
New York
$389K -$59K -444 -14%
KWA
1040
Kingswood Wealth Advisors
California
$387K +$664 +5 +0.2%
BFS
1041
Bradley Foster & Sargent
Connecticut
$386K -$14.9K -112 -4%
MCWA
1042
Meadow Creek Wealth Advisors
Georgia
$385K +$70.4K +530 +23%
MW
1043
Marcum Wealth
Ohio
$385K +$11.6K +87 +3%
MFG
1044
Merit Financial Group
Georgia
$380K +$157K +1,180 +68%
SQA
1045
Simon Quick Advisors
New Jersey
$379K +$62.4K +470 +21%
PWM
1046
Power Wealth Management
Georgia
$378K +$112K +843 +44%
PB
1047
Pinnacle Bancorp
Nebraska
$377K – – –
LWM
1048
Lyell Wealth Management
California
$377K – – –
JIC
1049
Johnson Investment Counsel
Ohio
$376K +$24.4K +184 +7%
JFG
1050
Jefferies Financial Group
New York
$376K -$15.1M -113,539 -98%
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