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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1101
Gen-Wealth Partners
Michigan
$315K +$305K +2,295 New
WWM
1102
Western Wealth Management
Colorado
$314K -$1.04M -7,840 -77%
WOC
1103
West Oak Capital
California
$313K – – –
QWM
1104
Quadcap Wealth Management
Texas
$313K -$7.04K -53 -2%
EA
1105
Everpar Advisors
Oklahoma
$312K -$54.7K -412 -15%
AFG
1106
Atomi Financial Group
New York
$312K +$80.9K +609 +37%
DIA
1107
Dana Investment Advisors
Wisconsin
$312K +$11.4K +86 +4%
VC
1108
Veracity Capital
Georgia
$312K +$531 +4 +0.2%
BPFA
1109
Barnes Pettey Financial Advisors
Mississippi
$311K – – –
EB
1110
Eastern Bank
Massachusetts
$306K -$17.1K -129 -5%
PWMAG
1111
Pinnacle Wealth Management Advisory Group
New Jersey
$305K -$3.85K -29 -1%
FTWA
1112
Fifth Third Wealth Advisors
Ohio
$305K +$12.4K +93 +4%
WCWM
1113
Willow Creek Wealth Management
California
$305K +$266 +2 +0.1%
OIA
1114
OneDigital Investment Advisors
Kansas
$302K +$32.4K +244 +12%
IIC
1115
Integrated Investment Consultants
Michigan
$302K – – –
LA
1116
LVW Advisors
New York
$300K +$18.7K +141 +7%
ECM
1117
Elgethun Capital Management
South Dakota
$300K – – –
SEA
1118
Stegent Equity Advisors
Texas
$300K +$290K +2,180 New
USB
1119
Union Savings Bank
Connecticut
$299K -$172K -1,297 -37%
GIA
1120
Gladstone Institutional Advisory
Florida
$297K -$54.3K -409 -16%
GRP
1121
Global Retirement Partners
California
$295K +$9.3K +70 +3%
AWA
1122
Aaron Wealth Advisors
Illinois
$295K +$9.3K +70 +3%
MSFS
1123
Main Street Financial Solutions
Pennsylvania
$294K +$2.13K +16 +0.8%
MC
1124
Middleton & Co
Massachusetts
$292K – – –
RG
1125
Rathbones Group
United Kingdom
$291K -$296K -2,228 -51%
43 44
45
46 47