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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Cache Advisors
California
$569K
CAL
1052
Capital Advisors Ltd
Ohio
$565K +$16K +98 +3%
LSA
1053
Leonteq Securities AG
Switzerland
$564K -$722K -4,424 -55%
ITIM
1054
Indiana Trust & Investment Management
Indiana
$562K
PWP
1055
Phillips Wealth Planners
Mississippi
$559K +$70.3K +431 +14%
GWM
1056
Gibbs Wealth Management
Georgia
$559K +$580K +3,556 New
CTA
1057
Clear Trail Advisors
Texas
$554K -$11.7K -72 -2%
PB
1058
Pinnacle Bancorp
Nebraska
$553K +$45.8K +281 +9%
BI
1059
Beckerman Institutional
New Jersey
$550K
LIM
1060
Letson Investment Management
Georgia
$550K
TBT
1061
Texas Bank & Trust
Texas
$550K +$110K +676 +24%
DTL
1062
Dynamic Technology Lab
Singapore
$547K +$568K +3,479 New
TA
1063
TCM Advisors
West Virginia
$543K
Fisher Asset Management
1064
Fisher Asset Management
Washington
$540K +$157K +963 +39%
AWA
1065
Aaron Wealth Advisors
Illinois
$537K +$4.89K +30 +0.9%
MWM
1066
Mindset Wealth Management
Indiana
$536K
CWA
1067
CM Wealth Advisors
Ohio
$535K +$240K +1,471 +76%
CFP
1068
Catalyst Financial Partners
Massachusetts
$534K +$35.4K +217 +7%
WBG
1069
Wharton Business Group
Pennsylvania
$532K
EFG
1070
Everhart Financial Group
Ohio
$531K +$131K +800 +31%
DWM
1071
Diversify Wealth Management
Utah
$530K +$292K +1,791 +112%
AIA
1072
AssuredPartners Investment Advisors
Florida
$530K -$108K -660 -17%
SBF
1073
Sara-Bay Financial
Florida
$527K
EC
1074
Enhancing Capital
Pennsylvania
$527K +$163 +1 +0%
IFWM
1075
Institute for Wealth Management
Colorado
$527K +$6.36K +39 +1%