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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1126
Stiles Financial Services
Minnesota
$285K +$276K +2,075 New
EFA
1127
Evernest Financial Advisors
Indiana
$285K -$12K -90 -4%
SCP
1128
Sivia Capital Partners
California
$284K +$2.13K +16 +0.8%
USCWA
1129
U.S. Capital Wealth Advisors
Texas
$283K -$65.5K -493 -19%
SB
1130
Sunflower Bank
Texas
$281K – – –
CFP
1131
Catalyst Financial Partners
Massachusetts
$281K +$34K +256 +14%
FFO
1132
Fiduciary Family Office
Florida
$281K +$531 +4 +0.2%
HSA
1133
HBK Sorce Advisory
Pennsylvania
$280K +$39K +294 +17%
OW
1134
Olistico Wealth
Oklahoma
$278K – – –
MAG
1135
M3 Advisory Group
Massachusetts
$277K -$70.8K -533 -21%
IW
1136
Imprint Wealth
South Carolina
$276K +$268K +2,016 New
BAM
1137
Bosun Asset Management
Illinois
$275K -$717K -5,400 -73%
CTB
1138
Country Trust Bank
Illinois
$275K – – –
LFA
1139
Legacy Financial Advisors
Kentucky
$274K +$21.9K +165 +9%
MCM
1140
Manchester Capital Management
Vermont
$273K +$13.7K +103 +5%
PCP
1141
Proficio Capital Partners
Massachusetts
$272K +$8.77K +66 +3%
SFS
1142
Security Financial Services
Indiana
$272K +$24.6K +185 +10%
SPC
1143
Sigma Planning Corp
Michigan
$271K +$262K +1,971 New
LAM
1144
L2 Asset Management
Massachusetts
$271K +$17.9K +135 +7%
GM
1145
GeoWealth Management
Illinois
$269K +$260K +1,954 New
WCM
1146
Whitener Capital Management
North Carolina
$268K – – –
DWA
1147
Delap Wealth Advisory
Oregon
$267K +$18.1K +136 +8%
SWM
1148
Selective Wealth Management
Virginia
$266K – – –
OPOWM
1149
One Plus One Wealth Management
Florida
$265K – – –
DFG
1150
Demars Financial Group
Washington
$264K +$255K +1,920 New
44 45
46
47 48