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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1076
PDS Planning
Ohio
$595K +$42.8K +261 +8%
AC
1077
Avestar Capital
New York
$593K +$58.8K +359 +12%
BFW
1078
Brady Family Wealth
Missouri
$588K +$492 +3 +0.1%
MWM
1079
Mindset Wealth Management
Indiana
$587K – – –
SRL
1080
Scientech Research LLC
New Jersey
$584K +$555K +3,386 New
ACL
1081
Applied Capital LLC
Florida
$576K -$13.1K -80 -2%
SMA
1082
Sage Mountain Advisors
Georgia
$574K +$175K +1,066 +47%
IIC
1083
Integrated Investment Consultants
Michigan
$569K +$8.19K +50 +2%
CSPIA
1084
Cary Street Partners Investment Advisory
Virginia
$569K +$269K +1,643 +99%
VWM
1085
Venturi Wealth Management
Texas
$568K +$2.29K +14 +0.4%
RCA
1086
Resonant Capital Advisors
Wisconsin
$566K +$48.7K +297 +10%
ALA
1087
Atlas Legacy Advisors
California
$564K +$492 +3 +0.1%
DTL
1088
Dynamic Technology Lab
Singapore
$564K +$98.3K +600 +22%
NFC
1089
Northeast Financial Consultants
Connecticut
$562K +$328 +2 +0.1%
TWM
1090
Thrive Wealth Management
Pennsylvania
$560K -$55.5K -339 -9%
EC
1091
Enhancing Capital
Pennsylvania
$554K +$7.37K +45 +1%
IWM
1092
Iams Wealth Management
Nebraska
$552K – – –
WAM
1093
Wolverine Asset Management
Illinois
$551K – – –
IFWM
1094
Institute for Wealth Management
Colorado
$551K +$57.5K +351 +12%
FPAS
1095
Focus Partners Advisor Solutions
Missouri
$546K +$181K +1,102 +53%
AWA
1096
Aaron Wealth Advisors
Illinois
$545K +$64.2K +392 +14%
ONB
1097
Old National Bancorp
Indiana
$545K -$61.6K -376 -11%
SFS
1098
Stiles Financial Services
Minnesota
$544K -$118K -721 -19%
BOH
1099
Bank of Hawaii
Hawaii
$544K -$25.6K -156 -5%
ST
1100
Smithfield Trust
Pennsylvania
$543K +$118K +719 +30%
42 43
44
45 46