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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1101
Alteri Wealth
California
$504K +$536K +3,385 New
CFGS
1102
Concourse Financial Group Securities
Alabama
$501K -$21.1K -133 -4%
FA
1103
Fedenia Advisers
Wisconsin
$500K +$531K +3,354 New
CGL
1104
Clarius Group LLC
Washington
$495K – – –
JKSF
1105
John & Kathleen Schreiber Foundation
Illinois
$495K +$526K +3,323 New
PWS
1106
Peterson Wealth Services
Utah
$495K +$14.9K +94 +3%
TWA
1107
Tandem Wealth Advisors
Arizona
$494K +$36.4K +230 +7%
SWM
1108
SeaCrest Wealth Management
New York
$494K +$75.2K +475 +17%
BOH
1109
Bank of Hawaii
Hawaii
$493K – – –
SAW
1110
Signal Advisors Wealth
Michigan
$492K +$18.1K +114 +4%
VWM
1111
Venturi Wealth Management
Texas
$489K +$461K +2,910 +786%
ALA
1112
Atlas Legacy Advisors
California
$487K +$518K +3,269 New
NFC
1113
Northeast Financial Consultants
Connecticut
$485K +$317 +2 +0.1%
PB
1114
Pinnacle Bancorp
Nebraska
$485K – – –
IIC
1115
Integrated Investment Consultants
Michigan
$484K -$2.53K -16 -0.5%
PCM
1116
Permanent Capital Management
Illinois
$483K +$514K +3,243 New
FWA
1117
FSM Wealth Advisors
Ohio
$482K -$19.5K -123 -4%
TBT
1118
Texas Bank & Trust
Texas
$478K +$509K +3,211 New
IWM
1119
Iams Wealth Management
Nebraska
$477K +$507K +3,200 New
SWA
1120
Stratos Wealth Advisors
Ohio
$477K -$53.4K -337 -10%
WAM
1121
Wolverine Asset Management
Illinois
$476K – – –
BIG
1122
Brooklyn Investment Group
New York
$475K +$11.1K +70 +2%
BFAG
1123
Blackston Financial Advisory Group
Florida
$475K +$34.8K +220 +7%
PP
1124
PDS Planning
Ohio
$475K +$7.92K +50 +2%
TPI
1125
Trust Point Inc
Wisconsin
$473K +$3.96K +25 +0.8%
43 44
45
46 47