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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1101
Allworth Financial
California
$8K – – –
SGAM
1102
Smith Group Asset Management
Texas
$8K – – –
ADL
1103
Asset Dedication LLC
California
$8K +$7.06K +68 New
JCM
1104
Jacobi Capital Management
Pennsylvania
$7K +$6.43K +62 New
JMF
1105
Johnson Midwest Financial
Iowa
$7K +$6.75K +65 New
PFGIA
1106
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$8.93K -86 -64%
CFN
1107
Cordasco Financial Network
Florida
$6K – – –
IRC
1108
Investors Research Corp
Georgia
$6K – – –
JWM
1109
Janiczek Wealth Management
Colorado
$6K +$1.66K +16 +43%
HDIM
1110
Hanson & Doremus Investment Management
Vermont
$6K +$5.19K +50 New
BSSFA
1111
Baron Silver Stevens Financial Advisors
Florida
$6K +$5.5K +53 New
MLFP
1112
MPS Loria Financial Planners
Illinois
$6K +$5.5K +53 New
RWM
1113
Raffa Wealth Management
District of Columbia
$5.53K – – –
AWM
1114
Atticus Wealth Management
Florida
$5K – – –
CFO
1115
CVA Family Office
Colorado
$5K – – –
EWM
1116
Endurance Wealth Management
Rhode Island
$5K – – –
VNA
1117
Valley National Advisers
Pennsylvania
$5K – – –
KFS
1118
Kelly Financial Services
Massachusetts
$4.71K – – –
RWA
1119
Ropes Wealth Advisors
Massachusetts
$4K -$45.2K -436 -92%
JWA
1120
JFS Wealth Advisors
Pennsylvania
$4K +$3.22K +31 New
WAS
1121
Winch Advisory Services
Wisconsin
$4K +$4.05K +39 New
UFF
1122
USA Financial Formulas
Michigan
$3K -$1.25K -12 -33%
IFAM
1123
Institutional & Family Asset Management
Colorado
$3K – – –
PB
1124
Pinnacle Bancorp
Nebraska
$3K – – –
TJHA
1125
Thomas J. Herzfeld Advisors
Florida
$3K – – –
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